There are 3 simple steps to Attach:
Step 1: Upload your document
Step 2: Create unique trackable & share them
Step 3: Track their engagement
Once a unique link is generated, copy and share it (e.g. in your email):
When your document is accessed you will receive an email notification. Click through to see their viewing behavior, in real-time. This means you don’t have to wait to see the data, Attach gives you by-the-second live updates.
If you click on an individual viewer, you can see their complete timeline. Each color representation one slide, and gray represents inactivity:
Hover over each color to see even more detail:
Each time a new viewer accesses that same link (e.g. if the first viewer shared the link with someone else) their details and viewing behavior will be added to the viewers list, sorted by most recent at the top.
How can I add a personalized Attach.io link to an email template?
If you use both Cirrus Insight and Attach.io, you can add a personalized Attach link to the email templates you edit/create using Cirrus Insight.
Attach provides a way of integrating with Base CRM to allow you to map Attach document visits back into your CRM system.
How do I reprocess a document that gets stuck processing?
If you've uploaded a document to Attach that seems to get stuck processing or errors out after a few minutes, please select "Reprocess" in the drop down menu and that will force the document to complete processing.
Sub-folders and teams in Attach are designed to help you better manage and share your collateral across your company.
On the Documents page, click the 'star' next to the document name to add it as a favorite.