Trackable Links let you share a single file with a buyer as a link instead of an attachment. Your buyer gets a clean page rather than a large file, and you find out when they opened it, how long they spent, and who they were. This guide covers what Trackable Links do, what you can share, and where to go next.
ℹ️ Trackable Links have to be turned on for your organization before you can use them. If you cannot find the Externally share option, see Set up Trackable Links.
1. What Trackable Links do
Trackable Links do three things a file attachment cannot.
| Capability | What it means for you |
|---|---|
| Custom share links | Generate a unique, branded URL from the Spekit Hub (Web App) or the extension, and share it anywhere. |
| Granular tracking | See engagement by company, or by individual recipient email. |
| Real-time alerts | Find out the moment a buyer opens your content, while their interest is high. |
💡 Pro Tip: The tracking is the point. Anyone can send a PDF. Knowing your buyer opened the pricing page twice on a Tuesday afternoon is what changes your next call.
2. What you can share
Most of what your team already sends to buyers is supported.
| Type | Formats |
|---|---|
| Documents | PDF, PPTX, DOCX, XLSX. |
| Images | JPG, JPEG, PNG. |
| Synced content | Files connected through Google Drive, SharePoint or Confluence. |
Synced content stays current at the source, so a link you sent last month shows the version that exists today.
💡 Pro Tip: Share synced content where you can. You never have to re-send a link because the file changed.
3. Why teams use them
The value shows up in three places: how you send, how you follow up, and what you learn about your content.
| Benefit | What changes |
|---|---|
| Less friction | No bulky attachments, and no files bouncing off a buyer's email system. |
| Better timing | You adjust your follow-up based on what the buyer actually opened, and when. |
| Content ROI | You find out which materials move deals, so your team stops producing the ones that do not. |
4. Trackable Link or Deal Room
Both let you share content with a buyer and see what they do with it. They are built for different moments in a deal.
| Use a trackable link | Use a Deal Room |
|---|---|
| You are sending one file. | You are sending a set of content. |
| The share is one-off. | The buyer will come back more than once. |
| You want it out the door in 30 seconds. | The room is worth building and keeping current. |
| Early stage, or a quick answer to one question. | An active deal with several stakeholders. |
| The content speaks for itself. | The buyer needs guiding through material in an order. |
A rough rule: if you would have attached a file to an email, send a trackable link. If you would have attached five, build a Deal Room.
They also work together. A Deal Room is the home for the deal, and trackable links are what you send between meetings when someone asks for one specific thing.
| Difference | Trackable link | Deal Room |
|---|---|---|
| Buyer branding | None. A clean Spekit page. | The buyer's logo and colors. |
| Content | One file. | Sections of content you arrange. |
| Lifespan | Sent once, stays as sent. | Updated through the deal. |
| Access control | Optional email requirement. | Email requirement, plus limits by address or domain. |
| Can you stop access | Only by disabling external sharing on the file. | Yes, at the room level. |
💡 Pro Tip: If a one-off share turns into an ongoing conversation, that is the moment to build a Deal Room. You are not starting over, you are giving the deal a home.
5. Where to go next
These are the articles that cover each part of the workflow.
| If you want to | See |
|---|---|
| Create and send your first link | How to create an externally shareable link. |
| See who opened what | Understanding Trackable Links analytics. |
| Turn the feature on | Set up Trackable Links. |
| Check a common question | Trackable Links FAQs. |
6. Best practices
A few habits that make Trackable Links worth using every time.
| Best practice | Why it helps |
|---|---|
| Send links instead of attachments by default | Attachments get blocked, lost in threads, and go stale. A link does none of those. |
| Link every share to a Salesforce opportunity | The activity lands against the right deal, so it is there when you need it. |
| Use synced content where you can | Your buyer always sees the current version, with no re-sending. |
| Tell your content team what performs | Content ROI only improves if someone acts on the numbers. |
| Move to a Deal Room when the deal gets real | One file is a link. A live deal with several stakeholders is a room. |
7. Examples
Here is how reps use Trackable Links in real deals.
- A security review. Your buyer's security team asks for your SOC 2 summary. You send a trackable link instead of a PDF. Two days later you see it was opened 4 times by 3 different people, which tells you the review is active and more than one person is involved.
- A quiet deal. You sent a proposal 10 days ago and heard nothing. The analytics show the link was never opened. That is a different problem from a buyer who read it and went quiet, and it calls for a different follow-up.
- A deck that keeps working. One overview deck shows high time spent across several accounts. You tell your content team, and they build the next two pieces in the same shape.