Tracking Engagement

See which recipients viewed your content, how long they viewed it, and whether they downloaded it. All users can track engagement, but the options you see vary based on your role.

Here’s where you can track engagement and who can access each option:

Email Notifications

By default, you’ll get an email notification when recipients view content you share. You can also opt in to:

• Daily summary: Get a daily recap of who viewed your shared content.
• Owner and Collaborator notifications: Get notified when content you own or collaborate on is viewed, even if you didn’t share it.

To update your notifications, click your profile icon in the top-right corner, select User Profile, then go to Email Notification Preferences.

My Stuff

Click My Stuff in the navigation bar on the left to open your personal reporting dashboard. It’s organized into these tabs:

• Dashboard: See your recent shares, what’s been viewed, and who viewed it.
• Content Activity: See engagement for each piece of content you’ve shared.
• My Links: See every link you’ve shared, and whether and by whom it’s been viewed.
• Account Activity: See engagement by account (requires CRM integration).
• Visitor Activity: See engagement by individual visitor.
• Email Activity: See the emails you’ve sent and who viewed the content in them.

Content Insight

Open the content and click Content Insight in the top toolbar to see engagement for that piece of content. All users can access Content Insight, but the tabs you see vary based on your role:

• Performance: See whether content you shared externally has been viewed. Admins can see all views and who shared the content.
• Links: See the links you’ve shared and whether they’ve been viewed. Admins can see all shared links and views.
• Used In (admin only): See where the content is used, like Content Kits, Engagement Hubs, Microsites, and Learnings.
• All Activity (admin only): See the full audit history, from which users accessed the content to who last updated it.

Insights (admin only)

Click Insights in the navigation bar on the left to open your organization-wide reporting dashboard. It’s organized into these tabs:

• Dashboard: See recent shares across your organization, what’s been viewed, and who viewed it.
• Activity: See how Enablix users are using the platform.
• Coverage: See how your content is organized.
• Engagement: See content engagement across your organization.
• Reports Library: Access your saved reports.

CRM

View engagement directly in Salesforce or HubSpot, so you can see how recipients interact with your content without leaving your CRM.

Salesforce

Open a contact or account to see which content they’ve viewed or engaged with under Content Activities.

HubSpot

Open a contact or company and go to Activities to see which content they’ve viewed or engaged with.

If you’re new to viewing engagement in HubSpot, turn it on once for one contact and one company. After that, Enablix engagement appears automatically on all contacts and companies.

1. Open any contact.
2. Go to Activities and click Activity filter.
3. Check Enablix.
4. Repeat these steps for any company.

We’re here to help. Contact help@enablix.com anytime.