Use the Buyer Engagement Dashboard to understand how broadly your team is using Trackable Links, identify adoption gaps, and coach low-usage reps.
Monitoring Trackable Link Adoption
Start here when: You want to understand how broadly your team is using Trackable Links, identify adoption gaps, and coach low-usage reps.
Trackable Link KPIs
- Users Creating Trackable Links: Number of distinct users who have shared at least one Trackable Link.
- Total Sends with Trackable Links: Total count of all Trackable Links shared externally.
What's the difference? Total Sends counts every link shared; Users Creating Trackable Links counts distinct individuals. For example, 10 users each sending 10 links = 100 Total Sends but 10 Unique Users. Use both together to see volume and breadth of adoption.
- Trackable Links Sent (Bar Chart): Sending volume over time — correlate spikes with campaigns and investigate unexplained drops.
- Users Creating Trackable Links (Table): Owner Name, Total Trackable Links Created — use this to identify top sharers and coach lower-adoption reps.
Best practices: Compare Users Creating Trackable Links against total headcount to calculate a true adoption rate — a low ratio signals a training gap. Investigate sharp drops in send volume immediately, as they often signal technical issues or reps reverting to untracked sharing.