Q: How Docsify's email tracking works?

Docsify allows you to track: how many times your email was opened how many times links were clicked how many times your PDF file was viewed how many times other attachments were downloaded https://malcolm-en-gb.s3.eu-west-1.amazonaws.com/instances/GLQDKLa8wd/resources/bew55xBwvg/1.png (1.png) what devices it was opened/clicked from what geolocation it was opened/clicked from Emails are not the only things you can track using Docsify. Using the page-by-page document tracking feature you can also assess the level of engagement recipients have had with documents you have sent.

Q: How to use Docsify's fast Text Shortcuts?

Do you write your emails out of repetitive pieces of text? How to use text shortcuts: 1. Go to the Docsify admin panel 2. Create your template and a shortcut. You can use a key word or even just a letter as a shortcut. https://malcolm-en-gb.s3.eu-west-1.amazonaws.com/instances/GLQDKLa8wd/resources/bNCAkeDfg2/8.png (8.png) 3. Go to Gmail and insert Keyword to the message, press TAB key in the keyboard and your Text template will appear in the gmail message.

Question 1

How to check whether I set up custom domain for email and link tracking correctly?

Accepted Answer

If you have already read the article I think you have already set up your custom domain for email and link tracking.

1. Send a test email with a tracking link.You should follow these recommendations because you should send your test email to your own email address.3. Open your test email that you send and tap on the link and it should show you where the link leads.

https://malcolm-en-gb.s3.eu-west-1.amazonaws.com/instances/GLQDKLa8wd/resources/ENWBzULgUw/1.png (1 (121696809198).png)

4. If it’s content.docsify.net/….. That means that you custom domain for link and email tracking doesn't work.So you should re-check if you did everything from this guide

If it’s your custom domain, that means that you made everything correctly.

Question 2

How to set-up a Corporate URL for documents?

Accepted Answer

As you know, Docsify can track your documents and show you how much time your recipient has spent on each page of your PDF files.

To do that we convert your attachment into a tracked link with the Docsify’s URL.

https://malcolm-en-gb.s3.eu-west-1.amazonaws.com/instances/GLQDKLa8wd/resources/IFoWw9BIBL/111.gif (111.gif)

We have a few options to customize that URL - Branding and Corporate (take a look at the difference between them)

To make your Document corporate - WITH NO MENTION of Docsify in URL do the next things:

(If the words "CNAME record" or "DNS settings" mean nothing to you or if you do not have any experience making changes to your domain DNS records you should email your registrar/system administrator and either ask for guidance or ask them to make the changes for you. Docsify does not have access to your domain records.

Here is a sample email that you can send to your registrar:

1. Create a new record for your domain.

The Name/Host should be for example docs.yourdomain.com

2. Setup a DNS CNAME record with value custom.docsify.net in your subdomain's DNS settings.

NOTE: If you're using CloudFlare as a hosting provider, please do one more thing - click on the orange button here

3. Wait 20-25 minutes

4. Go to DNS_CHECKER

5. Enter your Domain Name, choose CNAME, and push Search

https://malcolm-en-gb.s3.eu-west-1.amazonaws.com/instances/GLQDKLa8wd/resources/8jX3NtQTGJ/44.png (44.png)

👉 If you get results where CNAME is equal to custom.docsify.net , then go to step 7.

👉 If CNAME isn’t still equal to custom.docsify.net go step 6.

6. Wait for some time, and then back to step 5 again to check your DNS record.

7. Go to Docsify Admin Panel/Settings/Branding -https://app.docsify.net/a/0/settings/branding

8. Choose the "Corporate" option and enter a subdomain you’ve created

https://malcolm-en-gb.s3.eu-west-1.amazonaws.com/instances/GLQDKLa8wd/resources/bF8iaLbrkU/55.png (55.png)

9. Click “SAVE”

Question 3

How to manage notifications in Docsify?

Accepted Answer

When the recipient performs any actions you receive real-time desktop push notifications. Moreover, if you missed those notifications, you get the messages from Docsify with the same information on your email.

If it's no use getting all the notifications for you, you can make a choice of what to receive or not.

Question 4

How to track PDF attachments with Docsify?

Accepted Answer

Docsify ISN’T Only email tracking that shows who opened your email and when, but also you can see how much time your recipient has spent on each page of your PDF file.

How does Docsify track document?

You Attach a document using Docsify’s attach button
We convert that document to the tracked link (URL)
It’s opened through “present.docsify.net/…” (or your custom domain - How to make a Custom Domain for Documents)
Once a recipient closes a Document and we show you statistics

For example:

**Please NOTE: **We put attachments within the Text Body, so your recipients won’t lose these tracked attachments.

https://malcolm-en-gb.s3.eu-west-1.amazonaws.com/instances/GLQDKLa8wd/resources/IAZj1KcJKY/5.gif (5.gif)

To get detailed statistics just click on Green Statistics Icon in Sent Folder and click on Documents icon:

Question 5

How to set-up a custom domain for tracking emails and links?

Accepted Answer

Docsify tracks your email and links and shows you when your emails were opened and links were clicked.

https://malcolm-en-gb.s3.eu-west-1.amazonaws.com/instances/GLQDKLa8wd/resources/zeojEDueDJ/2.png (2 (29723649812).png)

To track your emails we need to:

Put 1x1 invisible pixel in Email
Convert your link into trackable one

Both pixel and the trackable link is connected to Docsify (the URL is content.docsify.net/pixel/….)

But you can make this URL totally custom for example - pxl.yourcompanyname.com.

As a result, you will get:

Better deliverability
Won’t be trapped as a Spammer due to the standard URL
Your recipients won’t know that you track them with Docsify

To do that and then check the Custom Domain with these steps:

(If the words "CNAME record" or "DNS settings" mean nothing to you or if you do not have any experience making changes to your domain DNS records you should email your registrar/system administrator and either ask for guidance or ask them to make the changes for you. Docsify does not have access to your domain records.

Here is a sample email that you can send to your registrar:

1. Create a new record for your domain. The Name/Host should be for example track.yourdomain.com

2. Setup a DNS CNAME record with value tracking.docsify.net in your subdomain's DNS settings

3. Wait 20-25 minutes

4. Go to DNS_CHECKER

5. Enter your Domain Name, choose CNAME, and push Search

https://malcolm-en-gb.s3.eu-west-1.amazonaws.com/instances/GLQDKLa8wd/resources/Kk7aLki7cN/3.png (3 (389).png)

If you get results where CNAME is equal to tracking.docsify.net, then go to step 7.

If CNAME isn’t still equal to tracking.docsify.net go step 6.

6. Wait for some time, and then back to step 5 again.

7. Go to Docsify Admin Panel/Settings/Tracking - https://app.docsify.net/a/0/settings/tracking

8. Put there a subdomain you’ve created

https://malcolm-en-gb.s3.eu-west-1.amazonaws.com/instances/GLQDKLa8wd/resources/dVnh8J5bhB/4.png (4 (445).png)

9. Click “SAVE”

Question 6

How Docsify's email tracking works?

Accepted Answer

Docsify allows you to track:

how many times your email was opened
how many times links were clicked
how many times your PDF file was viewed
how many times other attachments were downloaded

https://malcolm-en-gb.s3.eu-west-1.amazonaws.com/instances/GLQDKLa8wd/resources/bew55xBwvg/1.png (1.png)

what devices it was opened/clicked from
what geolocation it was opened/clicked from

Emails are not the only things you can track using Docsify. Using the page-by-page document tracking feature you can also assess the level of engagement recipients have had with documents you have sent.

Question 7

How to use Docsify's fast Text Shortcuts?

Accepted Answer

Do you write your emails out of repetitive pieces of text?

How to use text shortcuts:

1. Go to the Docsify admin panel

2. Create your template and a shortcut. You can use a key word or even just a letter as a shortcut.

https://malcolm-en-gb.s3.eu-west-1.amazonaws.com/instances/GLQDKLa8wd/resources/bNCAkeDfg2/8.png (8.png)

3. Go to Gmail and insert Keyword to the message, press TAB key in the keyboard and your Text template will appear in the gmail message.