What are Hosted Files?

If you often send out white papers, competition comparison information, or any content meant to target Prospects, it's important to know how successfully they're performing.

With Hosted Files, you can upload your files to Insightly and use a generated custom URL to track who's downloading your content and automatically deploy actions you specify.

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What can I upload?

Users can upload files up to 50 MB in size. These can be PDFs, Microsoft Office documents created in Word, Excel or Powerpoint, or PNG and JPG images, like infographics.

Just replace your original download link with the Custom URL that Insightly generates when a Hosted File record is created. From that point on, you will be able to track who has downloaded the link.

You can also upload a new version of the file by editing the Hosted File record in order to keep the same Custom URL and to avoid updating the links in each place you published your documents.

Finish Actions

Once a Prospect has interacted with the Hosted File, Insightly can review the Prospect's fields and execute Finish Actions to automate updates to the Prospect record.

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Available Finish Actions include:

  • Send Email
  • Add Tags
  • Remove Tags
  • Adjust Score
  • Convert To Lead
  • Convert To Lead
  • Assign Owner
  • Change Field Value
  • Notify User
  • Add To List
  • Remove From List
  • Create CRM Task
  • Execute Lambda Function

Prospects

The Prospects tab shows which Prospects downloaded the file.

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When you click on a Prospect's name or email, the Prospect record will open. You can review what kind of activity they've had with the file on their Timeline tab.

If they are a known Prospect in your account, their Prospect record will be updated. 

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