How to track viewer engagement analytics in Relayto for sales presentations

If you’re using sales presentations but have no idea whether people are actually paying attention, you’re not alone. Everyone wants to “track engagement” these days, but most tools throw a bunch of numbers at you without telling you what’s worth caring about. This guide is for sales pros, marketers, and anyone who wants to get real answers from viewer analytics—without becoming a data scientist.

We’ll walk through how to track viewer engagement in Relayto, what’s useful (and what’s noise), and some honest ways to use the data to actually improve your sales presentations—not just make prettier charts.

Why Bother Tracking Viewer Engagement?

Let’s be real: Most sales decks get ignored after you send them. Tracking viewer engagement isn’t about feeling good—it’s about spotting what’s working, what’s not, and where to follow up.

The right analytics answer questions like: - Did anyone open your presentation? - Which slides or pages do people spend time on? - Where do they drop off or get bored? - Who are your most interested viewers?

But not every metric is useful. Don’t get blinded by “vanity metrics” (like total page views) that don’t drive action. Focus on the stuff that actually tells you something about your audience.

Step 1: Set Up Your Sales Presentation in Relayto

First, you need your presentation in Relayto. If you’re not familiar, Relayto is a platform for interactive documents—think presentations with embedded video, clickable links, and more. It’s designed to be more engaging than flat PDFs.

Here’s how to get started:

  1. Sign up or log in.

  2. You’ll need a Relayto account. (If your team already uses it, ask for access.)

  3. Upload your presentation.

  4. Relayto lets you import from PowerPoint, PDF, or even start from scratch.

  5. Check the import—sometimes complex animations or transitions don’t come through perfectly. Keep it simple for best results.

  6. Add interactive elements (optional).

  7. Things like embedded videos, clickable CTAs, and links get tracked.
  8. Don’t go overboard with bells and whistles unless they serve a real purpose.

Pro tip: Before sharing, open your finished presentation in “preview” mode. Make sure everything works and looks clean. Nothing kills engagement like a broken video or unreadable text.

Step 2: Share Your Presentation the Right Way

How you share the presentation directly affects what analytics you get. Relayto lets you generate shareable links, send emails, or even gate content behind a form.

Options to consider:

  • Direct link: Fastest, but you won’t know who viewed unless they fill something out.
  • Email tracking: Send via Relayto to see who opens and clicks. This is key if you want to tie activity to real people.
  • Gated access: Ask for name/email before viewing. Good for prospecting, but don’t make it a pain—people hate long forms.

What works: - For sales, sending personalized links (or emails directly from Relayto) gives you the best shot at tying engagement to a specific prospect. - For marketing or wider distribution, you’ll sacrifice some detail for reach.

What to ignore: - Don’t obsess over “unique link for every deck.” Unless you’re running a tight ABM (account-based marketing) play, one link per campaign or audience segment is usually enough.

Step 3: Find the Analytics Dashboard

Relayto’s analytics aren’t hard to find, but they can be overwhelming at first. Here’s how to get there:

  1. Open your presentation in Relayto.
  2. Look for an “Analytics” or “Insights” tab—usually in the main dashboard or sidebar.
  3. You’ll see a summary view, plus options to dig deeper into specific viewers or content.

If you just want a high-level sense, the summary is usually enough. For sales follow-up or troubleshooting, you’ll want to drill down.

Step 4: Understand What Metrics Matter

Not all analytics are created equal. Here’s what you’ll see—and what you should actually care about.

The Usual Metrics:

  • Views: How many times your presentation was opened. Good for ego, but not much else.
  • Unique viewers: More useful—shows reach, but still doesn’t tell you if they paid attention.
  • Time spent: This starts to get interesting. If someone spent 10 seconds, they probably weren’t interested. If they spent 5 minutes, they’re at least curious.
  • Completion rate: What % of people made it to the end? A sharp drop-off means your content’s too long, boring, or confusing.
  • Click and interaction tracking: Did viewers click your links, play videos, or fill out forms? This is gold for sales follow-up.

Deeper Dives:

  • Page/slide-level analytics: See which parts get attention and which get skipped. If everyone bounces after slide 5, that’s a red flag.
  • Viewer journeys: Some platforms let you see individual viewer paths—helpful for high-value deals, but don’t get creepy.

What matters most: - For sales: Who viewed it, how long they spent, and what they clicked. - For content improvement: Where do most people drop off? Which sections get ignored?

What to ignore: - Total impressions. If your boss wants to see big numbers, fine—but it won’t help you close deals. - “Average time” if your audience is tiny. One person who left it open in a background tab can skew things.

Step 5: Use the Data for Smarter Follow-Up

Here’s where most people drop the ball. They look at the analytics, nod, and go back to business as usual. Don’t do that.

Turn analytics into action:

  • Follow up with engaged viewers.
    If you see someone spent real time or clicked a key link, that’s your hot lead. Reach out while you’re top of mind.

  • Rethink your content.
    Big drop-off at a certain slide? Your story’s probably losing steam there. Cut fluff, clarify your message, or swap the order.

  • A/B test (sort of).
    Try sending different versions to different prospects, then compare the analytics. No need for fancy tools—just keep it simple.

  • Don’t overthink it.
    If your numbers are low, it might not be the deck—it might just be a slow week. Look for patterns, not one-off blips.

Common Pitfalls (and How to Avoid Them)

  • Mistaking activity for interest.
    Just because someone opened your deck doesn’t mean they care. Look for repeat engagement, time spent, or clicks—not just opens.

  • Over-customizing links.
    Unless you have a clear reason, don’t make a new link for every prospect. It gets messy fast.

  • Data overload.
    Relayto gives you a lot of charts. Pick two or three metrics to track over time. Ignore the rest unless you have a specific question.

  • Privacy and creep factor.
    Be mindful of how much you’re tracking, and don’t surprise prospects with “I saw you spent exactly 4:32 on slide 8.” Use the info to help, not to spook.

Pro Tips for Getting Real Value

  • Set a baseline first.
    Before making big changes, get a sense of your “normal” numbers. That way, you’ll know if new content actually helps.

  • Use annotations or in-slide comments.
    Some platforms let you add notes—good for guiding viewers and tracking which messages land.

  • Download or export reports.
    If you need to share results with your team or boss, Relayto usually lets you export the data. Clean up the report—nobody wants to see a wall of numbers.

  • Don’t chase perfection.
    No analytics tool (Relayto included) can tell you exactly why someone bought—or didn’t. Treat the data as clues, not gospel.

Wrapping Up

Tracking viewer engagement in Relayto is pretty straightforward once you get the hang of it. Don’t let dashboards or “advanced analytics” distract you from what matters: Are people paying attention, and is your presentation actually helping you sell? Start simple, pay attention to the patterns, and use the data to tweak and improve. Iterate, don’t overthink, and you’ll get more value than most people ever will.