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Reports & whitepapers

The content document that collects leads

Post a report as a bare file and all you get is a download count — no idea who took it or whether they read it. Put a lead form in front and you collect name and email before reading, and the document auto-sends to everyone who submits. From there, which pages each lead lingered on accumulates per person.

Lead formEmail capture & auto-sendSheets & Zapier syncUTM analytics

Recommended settings

What we'd recommend for a report or whitepaper. Set these on the link as you create it.

  • Info-required link ON
  • Email field required ON
  • Auto-send to submitter ON
  • Google Sheets sync ON
  • UTM parameter analytics ON
  • PDF download OFF
Create a link with these settings

After sending, you see this

You see exactly what each lead actually read — which makes the next piece of content easy to plan.

  • Cover 0:09
  • Summary 1:16
  • Market data 2:24
  • Analysis 1:52
  • Takeaways 1:07
  • References 0:22

Real-time open alert

New form submission · Han Kim opened the report

6m 48s total · returned to Market data twice

INSIGHT

The market data page is this report's hook. Lead your next piece — and your sales emails — with that data.

Workflow

Reports & whitepapers, step by step

Upload, set, send, check. No rebuilding files, and nothing for the reader to install.

  1. 01 Upload the report

    Upload the finished PDF.

  2. 02 Build the lead form

    Combine text, email, checkbox, and radio fields, and attach the privacy policy consent.

  3. 03 Distribute the info-required link

    Put the link on your blog, ads, and newsletter, with UTM parameters per channel.

  4. 04 Stream submitters into your sheet

    Connect Google Sheets, Notion, or Zapier and hand leads to marketing automation or the sales pipeline.

Key features

Reports & whitepapers: the features at work

The features actually used when sending this document. Each links into the features page, and what each plan includes is on the pricing page.

Lead form

Create as many text, email, checkbox, and radio fields as you need, each optionally required. Intro text and a privacy policy (link or text form) can be shown too. One form per document, visible only on the info-required link.

Auto-send to submitters

With at least one required email field, you can turn on document auto-send. The link goes out by email the moment someone submits — no manual sending. Un-requiring that email field turns auto-send off with it.

Google Sheets · Notion · Zapier

Connect per document and form submitters accumulate in your sheet or database automatically — 27 fixed columns plus your form fields, with Zapier triggers to reach other tools. Only form submitters are synced.

UTM channel analytics

See which channel's leads actually read, split by utm_source, utm_medium, and utm_campaign. Compare not just submissions but stay time and completion per channel.

Sort by interest

Every submitter gets a 0–100 interest score built from stay time, completion, return visits, and actions. Start calling from Hot (50+) and the same list converts differently.

Content improvement metrics

Per-page stay time and average completion show which chapter actually got read. Set the next issue's table of contents with data.

FAQ

Reports & whitepapers — check before you send

Can I move the collected list somewhere else?

Download submitters as CSV, or connect Google Sheets, Notion, or Zapier and every new submitter is sent automatically. Connections are set per document — connect once and new submissions flow in real time.

Can each document have a different form?

One form per document; different links on the same document can't carry different forms. Split the document and the forms split with it.

How do I auto-send the document to submitters?

Keep at least one required email field on the form and turn on auto-send. Careful: un-requiring or deleting that field turns auto-send off.

What lands in the sheet?

Fixed columns (reading data, traffic parameters, and so on) plus your form fields. Column headers are fixed in Korean, and only form submitters are synced.

Related guides

Want the setup steps?

The product guides walk through each step with real screens.

Turn your report into a lead channel

The lead form and auto-send are free to use right away.