What metrics are tracked with shared content?

In addition to tracking the shared CLM content, some of the useful metrics tracked across both share methods in Vault CRM include:

• Sales rep activity:

  • Time and date the link was shared

  • Type of device used to share the link

  • App or sharing method used to share the link

  • Shortened URL link and its unique ID

• HCP activity:

  • Time and date the link was accessed

  • Time and date the document was viewed and downloaded

  • Identifying information of the viewed/downloaded document

  • Type of device and operating system used to access the link

  • IP address of the recipient’s device used to access the link

Where are the metrics stored?

Engage Share activities are primarily tracked with the following objects:

• Sent_Message_vod - Records each instance of content shared with an HCP

  • For web links and QR codes® - logs the shared link and whether the HCP accesses the shared link

  • For remote CLM presentations - logs when the invitation was sent

• Multichannel_Activity_vod - Records overall HCP interaction activity with shared content

  • Created when an HCP accesses a shared link or joins a remote presentation

• Multichannel_Activity_Line_vod - Provides granular details on HCP engagement with specific pieces of shared content, for example, individual slides or an attached image

How can I use the tracked data?

Admins can use the data captured in the objects to create reports to help determine if web links are being used effectively and to understand the type of content that HCPs engage with the most. This data can help inform strategies on the type of content created and how sales reps can best communicate and share content with HCPs.