Share a digital marketing audit

There are a few different ways to share an audit with your prospects and clients in Insites, whether you want to send it directly from the platform, download a copy, or generate a shareable link:

You can:

Using the Create & share feature also gives you visibility into how prospects are engaging with the audit, including email opens, downloads, and audit views.

Before sharing an audit, you’ll first need to generate one.

From the Overview tab, select Share in the top right-hand corner.

This opens the sharing menu, where you’ll see three options:

From here, you can choose how you’d like to share the audit.

To send the audit via email, enter the recipient’s name and email address.

You’ll see a preview of the email message on the right-hand side, which can be edited before sending if you want to personalise the message.

Click next

Click on the Sharing the audit option in order to select which sections you want to include.

If you’d like to track engagement, you can enable email notifications to receive updates when the recipient opens the email or interacts with the audit by opening the additional configuration option.

Once you’re ready, select Send email to share the audit.

To download a PDF version of the audit, open the PDF Download tab within the sharing menu.

From here, you can choose which sections to include before selecting Download now.

This is useful if you’d prefer to send the audit manually or keep a local copy for your records.

The Link tab allows you to generate a shareable URL that prospects or clients can use to view the audit online.

You can choose which sections of the audit are visible through the link, including areas such as:

You can also control whether your contact details appear in the audit header. These details can be updated at any time within your user profile settings.

One of the benefits of sharing audits through Insites is the ability to track engagement and follow up at the right time.

Depending on how the audit was shared, you may be able to see:

To view audit activity:

This will open the audit activity log, showing engagement associated with that audit.

You can customise the default email template used when sharing audits from within the share window or through your profile settings.

To update the template:

You can also use dynamic fields within the template, including:

If needed, you can restore the default template at any time by selecting Reset default template and save.