PHALANX FOR CUSTOMER SUCCESS & ACCOUNT MANAGEMENT

Follow Up Based on Client Document Activity

Not all customers are ready to talk. Phalanx SendTurtle helps your Customer Success and Account Management team follow up at the right moment, after a document is opened, revisited, or ignored entirely.

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Know exactly when to reach out

Use file activity signals to drive your next action. From onboarding guides to support articles, know who’s engaging and when they’re most likely to respond.

  • Real-time view alerts for each open or revisit
  • See if files are skipped, skimmed, or thoroughly read based on time-on-page analytics
  • Prioritize follow-ups based on recent activity
  • Add urgency if the file hasn’t been opened after a few days

Perfect for onboarding playbooks, check-in resources, and product FAQs.

Make customer touchpoints smarter

Stop guessing when to reach out. With SendTurtle, follow-up isn’t random – it’s based on exactly how your customer interacts with your shared content.

  • Track PDF opens and view time per page
  • Know if the same user returns days later
  • See page-by-page heatmaps with dropoff points
  • No login needed for your customers

Works best when used with document engagement scoring, training content, and renewal planning docs.

Frequently Asked Questions

How does Phalanx SendTurtle help with timing my outreach?

We show you live view alerts and document revisit behavior.

What if the client hasn’t opened the file?

You can see all document analytics in your dashboard, and can plan a follow-up with context.

Can I score document activity over time?

Yes, document activity logs give you historical engagement patterns. Our DeepIQ AI will also provide an engagement score for all top recipients.

Is this available to all users?

Only Pro users get access to file engagement signals.

Does this work for all file types?

Only PDF, Word documents, spreadsheets, and slide files support full engagement analytics.

Automation meets document intelligence

Get peace of mind in your day-to-day workflow with security and insights top of mind.

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Specifies total amount of data that can be shared per secure links.

Gives you direct access to support through phone or video calls, for immediate assistance.

Offers faster email support, ensuring your queries are prioritized.

Provides assistance and answers your questions via email.

Lets you brand the file send page with your company’s logo and colors, providing a professional and secure way to send files.

Extends protection to more complex or specialized document types, ensuring all your data is secure.

Ensures common types of office documents, like Word and Excel files, are protected and managed securely.

The ability to set when your links will expire.

Allows you to see a record of who’s looked at your link, what time they looked at it, and if they downloaded the file.

Number of File Receives

How many file links you can generate to send files.

Lets you safely preview PDF files without the need to download them, adding an extra layer of security.

Provides a secure way for people outside your company to send you files, ensuring they’re protected during transfer.

Allows you to share files securely through links, ensuring that only people with the link can access them with many ways to restrict access.