1. How to Share a File Externally
Generate trackable URLs directly from the Web App or the AI Sidekick to ensure every buyer interaction is automatically tied to a Salesforce record.
🌐 From the Web App
Open the Spekit Web App.
Find the File (Sidekick, search, or open its Topic).
Click the File, then select Share (arrow) → Externally.
Enter a public name for the share link.
(Optional) Choose the Salesforce Opportunity of the company you're sharing the File with (for internal tracking). To find a company, just start typing its name!
Decide whether to enable tracking and if an email address should be required to access the content.
Click Copy Link, then Done.
Your link is now copied—paste it anywhere to share the file externally.
📍 From AI Sidekick / Extension
Open the Spekit Chrome Extension.
Find the File (Sidekick, search, or open its Topic).
Open the File and click Share (arrow) → Externally.
Enter a public name for the link.
(Optional) Choose the Salesforce Opportunity of the company you're sharing the File with (for internal tracking). To find a company, just start typing its name!
Decide whether to enable tracking and if an email address should be required to access the content.
Click Copy Link, then Done — the link is on your clipboard.
2. Managing & Re-Sharing Links
Accelerate your follow-ups by accessing your complete history of shared content within the My Hub dashboard to quickly re-share proven collateral.
How to Re-Share:
| How to Preview:
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4. Real-Time Engagement Analytics
Follow the steps below to navigate to your Trackable Links and view engagement activity for shared content:
- Open the Spekit Web App.
- Click My Hub, and select Trackable Links.
- Select the company you shared content with.
- Find the Trackable Link and click the … ellipsis.
- Select View Link Activity to see engagement details.
Use Trackable Links Analytics to monitor buyer behavior in real-time and prioritize follow-ups based on which prospects are most engaged with your materials.
| Metric Surfaced | Strategic Value |
|---|---|
| Total # of Unique Viewers | Identify if your collateral is being socialized with other decision-makers. |
| Total # of Views | Track high-frequency interaction to gauge overall prospect interest. |
| Total Time Spent Viewing | Analyze the depth of engagement—longer sessions signal a higher priority deal. |
| Recent Views | Identify the perfect moment to follow up while the info is top-of-mind. |
| Lifecycle Dates | Monitor deal velocity by comparing "First Created" and "Last Viewed" timestamps. |