How to activate 'Identify New Viewers'

How to collect contact info from new recipients of your sendouts

Therese avatar
Written by Therese
Updated over a week ago

How to collect contact info from new recipients of your send-outs

  1. Click on Engage Tab

  2. Toggle ON Identify New Viewers feature.

This will give you a full vision of who opens the send-out once it's delivered and is very valuable when there are multiple decision-makers involved.

For example:

If you send the document to a Director of Sales, but she forwards the email to her VP of Sales (using a different IP Address), you will know the VP of Sales' name and email. This helps you begin to map your customers' buying journeys and create best practices to address them.

The great thing about the pop-up is that it will appear as if the original recipient is doing her due diligence and granting security access to the new recipient.

Once they authenticate themselves with a name and email, you will receive their contact information in real-time and know how long they are looking at the send-out.

  • This setting can also be turned on per default in the Document settings by an Admin. Note: Any changes in document settings will be on per default for all users.

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