As an Asset Manager you may wonder, how does KnowledgeTree track analytics for generic public shares with and without guestbook?
Guestbook disabled or skipped (name and email not mandatory)
- No Task in Activity History
- No Chatter Post
- No update to View and Download Decision Support Icons
- Increment KTMC Prospect View and Download stats
- No engagement email sent for View and Download
- Segment Data View/Download
Identifiable pre-existing Lead View and Download
- New Task in Activity History
- New Chatter Post
- Update View and Download Decision Support Icons
- Increment KTMC Prospect View and Download stats
- Engagement email sent for View and Download
- Segment Data View/Download
Identifiable pre-existing Contact View and Download
- New Task in Activity History
- New Chatter Post
- Update View and Download Decision Support IconsÂ
- Increment KTMC Prospect View and Download stats
- Engagement email sent for View and Download
- Segment Data View/DownloadÂ
Identifiable new prospect View and Download where the email domain matches an existing Contact(s) at one Account
- Create new Contact record on the Account with the matching email domain
- New Task in Activity History
- New Chatter Post
- Update View and Download Decision Support Icons
- Increment KTMC Prospect View and Download stats
- Engagement email sent for View and Download
- Segment Data View/Download
Identifiable new prospect View and Download where the email domain matches no existing Contact(s)
- Create a new Lead and interpret Company Name from email domain
- New Task in Activity History
- New Chatter Post
- Update View and Download Decision Support Icons
- Increment KTMC Prospect View and Download stats
- Engagement email sent for View and Download
- Segment Data View/Download
Identifiable new prospect View and Download where the email domain matches existing Contact(s) at multiple Accounts
- Create a new Lead and interpret Company Name from email domain
- New Task in Activity History
- New Chatter Post
- Update View and Download Decision Support Icons
- Increment KTMC Prospect View and Download stats
- Engagement email sent for View and Download
- Segment Data View/Download
Identifiable new prospect View and Download where the email domain matches an existing Lead
- Create a new Lead and interpret Company Name from email domain
- New Task in Activity History
- New Chatter Post
- Update View and Download Decision Support Icons
- Increment KTMC Prospect View and Download stats
- Engagement email sent for View and Download
- Segment Data View/Download
*The word "Identifiable" in this article means that a prospect enters an email address when prompted.