It's important to know when someone engages with your content so you can follow up at the right time. Our platform makes it easy by notifying you in a few different ways when a lead downloads an eBook or completes an assessment.
1. Email Notification
When a lead/contact completes an eBook form or any of the assessments, you will receive an email notification from info@thevaluebuildersystem.com. This email will include:
-
The contact’s details (name, email, etc.).
-
The specific eBook downloaded or assessment completed.
Example above is from an eBook form completion
2. Activity Feed on Your Dashboard
Your account dashboard activity feed will log the event, displaying that the contact has:
-
Downloaded an eBook
-
Completed an assessment (such as Value Builder Score, PREScore, or Freedom Score).
3. Contact Timeline Update
The event will automatically be recorded in the contact’s timeline:
-
If the lead is new, a contact profile will be created, and the event will be added to their timeline.
-
If the lead is an existing contact, their timeline will be updated with the new activity.
By leveraging these tracking features, you can stay informed about your leads' interactions and take proactive steps in your engagement strategy.