PHALANX FOR CUSTOMER SUCCESS & ACCOUNT MANAGEMENT

Measure Interaction with How-To and Setup PDFs

Step-by-step instructions don’t matter if no one reads them. Phalanx SendTurtle helps customer success teams and account managers see exactly how clients are engaging with how-to guides, walkthroughs, and technical setup documentation.

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See what’s clear, and what’s not

When customers skim or skip sections, you need to know. With SendTurtle, you can detect where engagement drops and refine your documents accordingly.

  • Get scroll depth and time-on-page metrics for setup PDFs, Word docs, spreadsheets, and slides
  • Understand where users stall or bounce
  • Identify whether your docs are fully read or just opened
  • Track downloads and forwards to see content reach

Pair with onboarding documents, technical walkthroughs, and feature guides to improve clarity and reduce support load.

Use insights to boost activation

SendTurtle transforms how-to PDFs from passive handouts to real-time customer engagement tools. You’ll know who’s progressing and who needs help.

  • Receive instant alerts when setup docs are opened or ignored
  • Replace outdated steps without updating the link
  • Confirm if the same document is accessed multiple times
  • Insights work on PDFs, Word Docs, spreadsheets, and slides, and require a Pro plan

Perfect for teams using training guides, config instructions, or support content as part of onboarding.

Frequently Asked Questions

Will I know which steps users spend time on?

Yes, page-level engagement, clicks, and view time is provided to help you identify attention patterns.

Can I tell if someone skipped pages entirely?

Yes, time-on-page and scroll behavior help you catch skims or skips.

Can these insights improve my support workflow?

Absolutely! Knowing where people drop off can inform support priorities.

Do I need to upload as a PDF?

You can upload a PDF, Word document, spreadsheet, or slide files.

Will I see if a file is forwarded to others?

Yes, you’ll be notified when someone new accesses your document.

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.