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.