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 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 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.

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