PHALANX FOR CUSTOMER SUCCESS & ACCOUNT MANAGEMENT

Track Engagement on Onboarding Documents and Guides

Your onboarding content should guide, not guess. With Phalanx SendTurtle, every onboarding PDF, help guide, or playbook becomes a source of insight. Know exactly who opened what, how long they engaged, and where they dropped off.

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Measure what matters during onboarding

Phalanx turns your static onboarding materials into intelligent, trackable assets. Understand how your customers are interacting with your documentation so you can improve experience and retention.

  • Page-by-page analytics on onboarding PDFs, Word Docs, and slides
  • Real-time alerts when a file is opened or revisited
  • Drop-off insights to detect confusing or skipped content
  • Know if files are forwarded internally or externally

Use with customer playbooks, help documentation, or how-to content to identify where users get stuck or disengaged.

Help your team follow up with clarity

Onboarding shouldn’t be one-sided. SendTurtle helps success teams know exactly when a new user opens a resource or revisits it, making follow-ups smarter and better timed.

  • Send with a secure, branded no-login link
  • Track revisits and view counts to identify active customers
  • See page-by-page heatmaps with time spent on page and drop-offs

Works well alongside support content tracking, success metrics dashboards, and new user guides.

Frequently Asked Questions

Do I need a Pro plan to access analytics?

Yes, SendTurtle DeepIQ engagement data is available to Pro users only. Try for free for 7 days.

Can I see how long a customer viewed a page?

Yes, view durations, revisit patterns, and scroll depth are included.

Will I know if a guide was shared with others?

Yes, if a new recipient opens the file, you’ll be notified.

What formats support engagement tracking?

PDFs, Word Docs, and slides/presentations. Other formats can be sent, but won’t show viewer behavior.

Is this secure enough for client-facing use?

Yes, all files are encrypted and privacy-controlled by default.

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.