Interactive PDFs for Sales and Marketing Teams – Ultimate Guide

Lidia Vijga

Table of Contents

Hey there, fellow B2B marketers and salespeople! Are you tired of sending out the same old boring regular PDFs that put your prospects to sleep? Want to create content that keeps your audience engaged and drives results? Then it’s time to level up your game with some interactive PDFs!

Now, I know what you might be thinking. “Interactive PDFs? Isn’t that just adding links and maybe a video or two?” Well, yes and no. While it’s true that interactive PDFs can include things like clickable links, embedded videos, pop-ups, and forms, there’s so much more you can do to make your content stand out.

Imagine if your PDFs like product brochures, catalogs, and presentations could actively engage customers and drive action. Just think – what if prospects and clients could browse through your presentation, watch product demo videos, click a link to book a demo call with you, or even purchase items directly from your PDF by pressing a Call-to-Action button? The possibilities are endless!

Unlocking interactive features allows you to transform boring regular PDFs into versatile sales and marketing assets. By adding interactive elements into your PDF documents, you can boost engagement, conversions, and make data-driven decisions based on PDF engagement analytics.

In this article I will show how I’m using interactive PDFs for our sales and marketing efforts and share some of the most practical tips for creating engaging and interactive PDF presentations. Once you unlock the power of interactivity, and start creating your own interactive PDF presentations, you’ll never look at traditional PDF the same way again.


  • Leverage Interactive PDFs for B2B Sales and Marketing – Use interactive PDFs in to facilitate lead generation with lead capture forms, deliver personalized experiences, get in front of decision makers through content sharing, and spark deeper engagement with prospects.
  • Get Creative with Interactive Elements – Enhance your interactive PDFs by thoughtfully incorporating elements like video narrations to guide viewers, clickable graphics to explore more content, trackable CTA buttons to drive actions, and embedded videos to demonstrate concepts.
  • Provide Supporting Information – Create “Content Rooms” – sharable spaces with your interactive PDF that bundle supplementary files, links, videos and more for an enriched learning experience.
  • Prioritize Prospects with PDF Analytics – Leverage pdf engagement analytics to score leads based on their interactions with your interactive document. Prioritize follow-ups for those who progressed furthest or were highly engaged with your PDFs.
  • Make It Visual and Mobile-Friendly – Craft a visually appealing design with your brand’s look. Optimize for mobile by using larger fonts, simple layouts and a 16:9 aspect ratio to ensure your interactive PDF file looks great on smaller screens.
  • Tell Compelling Stories – Hook viewers with compelling video-narrations that frame your content as an intriguing story appealing to emotions.
  • Personalize Content for Your Audience – Tailor your interactive content based on attributes like roles, interests, or company details to deliver personalized, highly relevant experiences that resonate.
  • Secure Sensitive Information – For confidential documents, password protect your interactive PDFs to restrict access. Update passwords regularly and disable access to a PDF when needed.

What is an Interactive PDF?

An interactive PDF combines the standard PDF format with various interactive elements to create an engaging, rich media content experience for recipients. These include hyperlinks, buttons, clickable images, videos and more. The result is higher engagement, conversions, and overall impact compared to standard PDFs.

While all the interactive elements can transform a static PDF files into an immersive experience for your prospects and clients, interactive PDFs provide the sales and marketing teams with valuable engagement analytics. These insights offer a wealth of customer data to optimize content accordingly and inform sales and marketing strategies. The measurable impact of interactivity and built-in analytics is what makes interactive PDFs such powerful tools for driving engagement and conversions.

Aspect Best Practice Explanation Tips
Design Use a consistent brand style Ensure your interactive PDF aligns with your brand guidelines, including colors, fonts, and imagery. Create a style guide for your interactive PDFs and share it with your team to maintain consistency.
Design Implement a clear visual hierarchy Use typography, colors, and whitespace to guide readers through your content and emphasize key information. Outline your content structure before designing your PDF, and use visual cues to highlight important elements.
Design Optimize for readability Choose legible fonts, appropriate font sizes, and sufficient contrast between text and background. Test your PDF on various screens to ensure readability and make adjustments as needed.
Content Focus on benefits, not just features Highlight how your product or service solves your target audience's pain points and provides value. Conduct market research to identify your audience's needs and tailor your content accordingly.
Content Use storytelling techniques Engage your readers by using narratives, case studies, and examples that illustrate your points. Collaborate with your team to identify compelling stories and integrate them into your PDF content.
Content Include social proof Incorporate customer testimonials, case studies, and logos of well-known clients to build trust and credibility. Reach out to satisfied customers for testimonials and permission to feature their success stories.
Interactivity Use meaningful interactions Ensure each interactive element serves a specific purpose and enhances the user experience. Evaluate each interactive element and remove any that don't contribute to your PDF's goals.
Interactivity Provide clear calls-to-action (CTAs) Include prominent and relevant CTAs throughout your PDF to guide readers toward desired actions. Use action-oriented language and make CTAs visually distinct from other content.
Optimization Compress images and files Reduce the file size of your PDF to ensure quick loading times without sacrificing quality. Use image compression tools and optimize images before incorporating them into your PDF.
Optimization Test on various devices Ensure your interactive PDF is compatible with different screens, browsers, and devices. Use responsive design techniques and test your PDF on multiple devices to identify and fix any issues.
Optimization Ensure accessibility Make your interactive PDF accessible to users with disabilities by following accessibility guidelines. Include alt text for images, use descriptive link text, and ensure proper color contrast.

Interactive PDF Examples

Have you ever felt your PDF collateral could be more engaging? Do you wish your catalogs, whitepapers and proposals could capture reader’s attention like dynamic webpages? Well, you’re not alone!

Many of our clients faced this issue too. But then they discovered the power of interactive PDFs. Let’s check out some interactive PDFs created with DeckLinks.

As you can see from just these few interactive PDF examples, these PDFs create unique opportunities to blend rich media elements and interactive elements to engage your audience in new ways. And with the power of DeckLinks, you can turn any existing static PDF document into multifaceted interactive client portal with ease!

Embedded interactive PDF example

Here’s an interactive PDF example embedded on a webpage. You can embed them on any website while retaining interactivity and access to PDF engagement analytics.

Interactive PDFs Use Cases

As you can imagine, interactivity takes static content in PDFs to the next level in terms of engagement, conversions, and actionable insights. Now I’d like to share some of my favorite use cases and what you can do with interactive PDFs.

1. Showcase your products and services.

We all know how easy it is to gloss over text-heavy slides. Let’s be honest – reading paragraph after paragraph can get tedious fast. But what if your PDF presentations could actively walk people through key ideas using multimedia? Well, with interactive PDF technology, they can!

By video-narrating your slides, you transform static PDF content into a dynamic guided experience.

Rather than hoping your prospects and clients read walls of text, you can explain concepts step-by-step in your own voice. Break complex ideas down into easily digestible video-narrated segments.

Here’s a link to an example of our interactive PDF:

2. Track PDF readers behavior and engagement.

Interactive PDFs can give you access to PDF engagement analytics… if you use DeckLinks that is. Yep, you heard me right! Imagine instantly knowing when a customer opens your PDF file or which sections they focus on most. You’d gain first-hand insights to optimize content accordingly right?

As a B2B marketer or a sales rep, you have a vision for the ideal path a prospect or client should take through a PDF presentation for example. However, do they follow this path in reality? Tracking analytics enables you to find out.

Document tracking analytics dashboard DeckLinks

You likely created your interactive PDF with a specific goal in mind. This could be to educate prospects or clients on a particular topic, prompt them to take a desired action, or guide them towards a conversion of some kind. Analytics empower you to understand how effectively your content achieves this goal.

For example, you can track:

  • How much time recipients spend on different pages
  • Which pages they viewed multiple times
  • Which interactive elements PDF readers click
  • Their pathways through the interactive document
  • Drop off and exit rates

This PDF engagement analytics drive more informed, higher converting content. These behavioral insights can help you refine your interactive PDF to better speak to your prospects and clients interests and streamline their journey to conversion.

3. Stand out from competitors.

Even if a competitor provides similar quality content, an interactive PDF helps you grab more attention and engagement. The core advantage that online interactive PDF’ provide is the ability to create more memorable, effective experiences for your recipients. By leading with innovation, I can assure you that your company will stand out in any market.

4. Straighten your brand identity.

Interactive PDFs provide marketing department with a powerful medium to express brand identity and strengthen recognition. You can incorporate visual, written, and interactive elements that uniquely reflect your brand personality.

Maintain the same design and visual appeal across all brand touchpoints. This creates familiarity and amplifies your visual identity each time prospects and clients engage with your PDF file.

You can also customize content with more optimized experiences and adapt interactions based on the engagement data that I mentioned earlier.

5. Drive action!

When it comes to creating interactive PDFs, don’t just add interactivity for interactivity’s sake. A key advantage of interactive PDFs is the ability to prompt specific actions tied to your goals. You can guide prospects and clients along a journey, using visual and written cues to clearly show the next step.

The beauty of interactive PDFs lies in their versatility to keep your audience engaged while directing them down pathways optimized to meet your goals. Make sure that each interactive component plays a strategic role.


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Elements of Interactive PDF

Interactive PDFs incorporate dynamic elements that engage prospects and clients beyond static text box and images. When thoughtfully executed, these components create immersive experiences that educate, prompt action, and guide the audience to take the next step in their journey.

Here are five impactful interactive elements to consider:

1. Hyperlinks.

Adding links builds connectivity across your interactive document. These elements enable prospects and clients to smoothly navigate to external sites to learn more.

Some tips for adding hyperlinks:

  • Provide external resources – Add links to carefully curated external sites for prospects and clients interested in diving deeper. But avoid directing them away from your content unnecessarily.
  • Style links consistently – Use the same text color and underline approach for all hyperlinks so every PDF reader can easily identify them. Test visibility against your background.
  • Offer alternate text – Describe the destination of each link using alternate text. This improves accessibility for vision-impaired prospects and clients using screen readers.

2. Video Narrations.

Adding a video narration to your interactive PDF is the best way to connect with your audience on a deeper level. Imagine having the ability to add a personalized video introduction to your PDF or narrate key information on each slide. Video-narrations grab the reader’s attention and help convey information in a more dynamic, memorable way.

You may be wondering – how do I actually add videos to my PDF? It’s quite straightforward with DeckLinks.

Simply press record and naturally narrate over each slide, explaining the information as you would on a video call. Speak conversationally, maintain eye contact with the camera, and use gestures as needed to bring your presentation to life. The end result is a dynamic, personalized video seamlessly integrated into your PDF.

Pro tips for video-narrating a PDF presentation:

  • Engage the viewer – Speak conversationally, maintain eye contact with the camera, use natural gestures. Make it feel like you’re presenting 1-on-1.
  • Explain complex visuals – Don’t just read the text word-for-word. Elaborate on charts, graphs, and static images to simplify complex data.
  • Cite real examples – Relate concepts to concrete examples or case studies to clarify ideas and make them more memorable.
  • Mind the pace – Speak at a moderate pace – not too fast or slow. Allow viewers time to absorb information.
  • Watch verbal tics – Avoid filler words like “um” and “uh”. Pause when needed.
  • Use a teleprompter – DeckLinks built-in teleprompter can help you smoothly video-narrate your PDF and maintain an authentic, conversational tone.

3. Clickable graphics and images.

First things first, let’s talk about why clickable graphics and images are so important. Think about it – when you’re scrolling through a PDF, what catches your eye? Is it a wall of text, or is it a stunning image that just begs to be clicked? I think we both know the answer to that one.

But how do you actually go about adding clickable graphics and images to your PDFs?

Here are a few tips for incorporating clickable graphics:

  • Keep it relevant – When you’re choosing graphics and images for your PDF, make sure they actually relate to your content. Don’t just throw in a bunch of random stock photos and call it a day. Use visuals that support your message and add value for your audience.
    For example, if you’re creating a product catalog, use clear, detailed images of your products that showcase their features and benefits. If you’re writing a case study, include photos or graphics that help tell the story of your client’s success.
  • Make it obvious – If you want your audience to actually click on your graphics and images, you need to make it crystal clear that they’re clickable. Use visual cues like buttons, arrows, or even just a simple “Click here!” text overlay. Don’t make your audience guess what they’re supposed to do!
  • Add links to something worthwhile – When someone clicks on one of your graphics or images, they expect to be taken somewhere useful. Don’t just link to your homepage or a generic “Contact us” page. Link to specific, relevant content that will help your audience learn more or take the next step in their buyer’s journey.
  • Test, test, test – Before you send out your interactive PDF, make sure you test all your clickable elements to ensure they’re working properly. There’s nothing worse than a broken link.
  • Have fun with it! – Adding clickable graphics and images to your interactive PDFs doesn’t have to be a chore. Get creative and have some fun with it! Use humor, storytelling, or even a little bit of mystery to entice your audience to click. The more engaging your visuals are, the more likely your audience is to interact with them.

4. Trackable interactive buttons or CTAs.

When creating interactive PDFs, think about adding clickable buttons that let users take specific actions. For example, with DeckLinks, you can include a button to download related content, open an external link, or trigger some other event. Test out different interactive buttons with users and watch how they engage. See what they find valuable versus distracting. Then optimize based on those insights. An effective interactive PDF has just the right mix of elements to inform and engage, not overwhelm.

Pro Tips:

  • The key is to track your CTA buttons’ performance over time. How often are people clicking that CTA button? Are they taking the desired action afterward? This data will reveal which buttons resonate most with prospects and clients.
  • Aim to enhance the user experience without going overboard on interactivity with CTA buttons. Based on our data, thoughtfully customized and AB tested interactive buttons work best.

5. Embedded videos.

Want to really bring your PDF files to life? Consider embedding dynamic rich media content like promo videos or screen recordings right into the interactive document.

Seeing a concept explained through a short demonstration video can greatly enhance the learning experience. And having the media embedded means prospects and clients don’t have to leave the PDF document to view it.

This is especially important if the video is for example hosted on YouTube. You don’t want to lose the viewer’s attention to a YouTube algorithm and suggested videos, do you? With DeckLinks you can add YouTube videos to your interactive PDFs, making sure they don’t leave the page.

Test out different types of embedded media with your intended PDF recipients. Track how often they’re viewed to see which are most popular. Then refine based on those insights to create a multi-sensory experience that informs and delights.

Pro Tips:

  • Compress large video files – Use tools to reduce video files without excess quality loss. This quickens load times.
  • Offer playback controls – Avoid non-skippable videos! People want to stay in control. Let prospects and clients pause, resume, rewind embedded media for convenience. This improves overall experience.
  • Test on multiple devices – Ensure embedded elements display and perform well in modern browsers on both desktop and mobile devices.

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6. Content rooms.

Want to easily share relevant content with your PDF? DeckLinks allows you to create custom Content Rooms – your own sharable space that is tied to the PDF document.

These Content Rooms let you organize supplementary files, links, videos, spreadsheets, and more for prospects and clients. For example, bundle training materials, curate marketing assets, or provide product guides.

And you know what’s the best part? The entire Content Room can be shared together with your core PDF in one click! No more emailing supplementary files and links separately. And Content Rooms can be reused across multiple PDFs.

Content Rooms help contextualize your PDF by allowing your prospects and clients to self-navigate helpful related resources. Simply group your files and links into logical sections for a seamless learning experience.

Pro tips for creating thoughtful Content Rooms:

  • Organize logically – Structure your Content Room to allow quick scanning. Group similar assets together so users can easily find what they need.
  • Curate selectively – Don’t overload your Content Room. Include only highly relevant, useful materials. Too many random resources creates noise.
  • Write descriptions – Give each resource a short 1-2 sentence explanation. This provides helpful context for users.
  • Promote discovery – Mention your Content Room within the PDF to raise awareness of the useful materials.
  • Update regularly – Revisit your Content Room to add new relevant resources. Stale, outdated content will be ignored.
  • Track downloadsUse DeckLinks analytics to see how often your supplementary files and links get downloaded and clicked. Adjust accordingly.

7. Contact details.

Having your contact details readily available and clickable within your PDF removes friction for prospects and clients to connect with you. This encourages deeper engagement, referrals and conversions.

Embed clickable email, contact phone number, social media, and calendar booking links right in your PDF. This creates an always up-to-date virtual business card that your prospects and clients can easily access.

With DeckLinks, you can insert contact details in the PDF sidebar that’s always visible. Prospects and clients will appreciate having quick access to message, connect with, or schedule time with you.

Tips on what to include in contact details:

  • Email address – The fastest way for prospects and clients to reach you. Use a professional address tied to your domain.
  • Calendar booking link – Send prospects and clients your updated Calendar link to conveniently schedule calls or meetings. No back-and-forth emails required.
  • Social media profiles – Add links to your company’s social media like LinkedIn, Facebook, X / Twitter, LinkedIn, and other social profiles so recipients can follow and connect with you and your company on social media.

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How to Use Interactive PDFs for Sales

We’ve all dealt with lackluster PDF presentations that fail to engage prospects and clients. But what if your sales collateral could tell a rich, interactive story? One where prospects eagerly click through and soak up information?

And that’s what interactive PDFs can do. They can seriously take your sales initiative to a whole new level. But how exactly can you leverage them to engage prospects and drive more revenue? Here are some ideas and use cases:

1. Facilitate lead generation.

Lead generation is critical for B2B sales. Interactive PDFs provide seamless ways to capture prospect information during the sales process. DeckLinks let you easily insert a lead capture form in your PDFs. Place a lead capture form at logical breakpoints, like after product explanations or demos. When prospects are engaged, they’ll readily provide information.

2. Deliver personalized experiences.

Customize interactive PDF experiences using data like role, interest, or company size to match prospects needs. For instance, sales engineers could get technical specifications, while executives see business value propositions. Using personalized PDFs and Content Rooms optimized for decision makers improves engagement and conversion.

3. Get in front of decision makers.

Encourage prospects and clients to share interactive PDF content with their team members. This virality expands your reach. Shared interactive content engages your network audiences as well. This attracts more qualified prospects into your funnel.

And you don’t need to worry about your message getting lost in translation or being misunderstood. Say goodbye to ‘the Broken Telephone Game’! This is incredibly true for video-narrated PDFs.

4. Spark deeper engagement.

Interactive content captivates attention. This results in more prospects consuming your sales collateral from start to finish. The interactive features in the PDF give recipients control over their learning experience, keeping them engaged longer.

Compared to regular PDFs, interactive PDFs can 4x PDF engagement of sales and marketing materials.

Square image
Custom branding
Showcase your brand.
Video narrations
Easily video-narrate sales presentations or proposals when needed (otherwise video is optional). Redo slide if you made a mistake. Use built-in teleprompter to record longer videos.

Data rooms
Attach any supporting files and links. Make it easy for your prospects and clients to find the right information quickly.

Company profiles
Create company profiles with custom banners and info-packages tailored to different industries.
Contact details
Show your contact info easily accessible by your prospects and clients.
Custom CTAs
Add custom CTAs to drive prospects or clients to your calendar, sign up form, etc.
Engagement analytics
See how prospects and clients interact with your PDFs.

Feedback and Reactions
Collect feedback from prospects and clients. Feedback and reactions are not publicly visible.
Share PDFs
Share any existing PDF presentations and documents.
Live links
Share with a single link. Update files even after sharing your link. Get notified when your PDF is viewed. Turn off access anytime.

DeckLinks icon

4x Sales Content Engagement

Record and share Video PDF presentations and proposals and WOW your prospects and clients with the most personal customer experience. Access engagement analytics. Learn more.

How to Use Interactive PDFs for Marketing

Interactive PDFs open up fresh opportunities for marketers. They provide new ways to connect with audiences and promote brands.

Let’s explore tips for B2B marketers to capitalize on interactive documents:

1. Create engaging experiences.

Interactive PDFs enable you to create highly engaging content. You can combine text, images, video-narrations, screen recordings, etc. to tell rich stories. Vibrant rich media content performs better across metrics like time-on-page. Higher interactivity results in more time spent with your brand and deeper engagement.

2. Share educational content.

Interactive PDFs can also be a great way to educate and keep your audience engaged. Whether you’re creating an e-book, white paper, or how-to guide, an interactive PDF can help make your content more memorable and actionable.

Embed rich media content, like videos and podcasts, to appeal to different learning styles. Include downloadable templates, checklists, or other resources that prospects and clients can use to put your advice into practice.

3. Generate high-quality leads.

We all know how difficult it can be to generate leads. But how can you make sure your lead magnets are actually effective? With an interactive PDF, you can create more compelling, valuable content that encourages your audience to share their contact information.

Tailor lead capture form and content based on buyer persona segmentation. For example, an IT manager might receive a template checklist, while a CEO gets a guide to security solutions. Personalized lead flows convert better than one-size-fits-all forms.

4. Score leads based on engagement.

Use PDF analytics to assess engagement with interactive content for each lead. With DeckLinks PDF analytics, you can easily prioritize follow-up for leads that progressed furthest through the interactive documentor interacted most. Scoring leads based on their actions qualifies interest level. Nurture hot, engaged leads first.

5. Continually nurture leads.

Add fresh interactive content to guides over time to re-engage and nurture leads. For example, insert a new case study, buyer’s checklist, video demo, etc. Bringing leads back into the fold provides opportunities to convert them into marketing qualified or sales qualified prospects.

Square image
Custom branding
Showcase your brand.

Video narrations
Easily video-narrate any PDF documents or presentations when needed (otherwise video is optional). Redo slide if you made a mistake. Use built-in teleprompter to record longer videos.

Resource centre
Attach any supporting files and links. Make it easy for your prospects and clients to find the right information quickly.

Company profiles
Create company profiles with custom banners and info-packages tailored to key target accounts.

Contact details
Show your contact info easily accessible by your prospects and clients.

Custom CTAs
Add custom CTAs to drive prospects or clients to your calendar, sign up form, etc.

Engagement analytics
See how prospects and clients interact with your PDFs.

Feedback and Reactions
Collect feedback from prospects and clients. Feedback and reactions are not publicly visible.

Share PDFs
Share any existing PDF presentations and documents.

Live links
Share with a single link. Update files even after sharing your link. Get notified when your PDF is viewed. Turn off access anytime.

DeckLinks icon

4x ABM Content Engagement

Enhance PDFs with Video-narrations, CTAs, and Content Hubs. Share links with real-time controls. Access analytics. Learn more.

How to Create an Interactive PDF with DeckLinks

DeckLinks is a powerful tool for building interactive PDFs. Let me show you how you can create an interactive PDF using DeckLinks in just a few minutes:

Once prospects and client start interacting with your PDF document or presentation, you’ll receive an email notification and will be able to view PDF engagement analytics.

How to Secure Your Interactive PDF Files

Worried about sensitive information falling into the wrong hands? Add an extra layer of security when creating documents by password protecting your PDFs.

With DeckLinks you can password protect your interactive PDFs to restrict access so only authorized viewers can open and read your document. With the right precautions, password-protected PDFs reduce the risks of data breaches and leaks.

Oh, and with DeckLinks you can also disable access to a shared PDF at any time, giving you more control of your PDF documents.

Tips for effective password protection:

  • Use unique, complex passwords that are hard to guess.
  • Only share passwords through secure channels with intended recipients.
  • Update passwords periodically and resend to authorized viewers.
  • Consider also adding watermarks.

Interactive PDF Ideas for Making Your PDF Presentations Stand Out

As a B2B marketer or sales professional, you know how important it is to create engaging, memorable content that drives results. And with interactive PDFs, you have a powerful tool at your disposal to do just that. But how can you make sure your interactive PDFs really stand out?

Here are a few tips to help you create interactive PDFs that truly stand out:

1. Start with a strong visual design.

First impressions matter, and that’s especially true when it comes to your interactive PDFs. You want to create a document that’s visually appealing and easy to navigate, with a clear hierarchy of information and plenty of white space.

Think about your brand colors, fonts, and imagery, and how you can use them to create a cohesive, professional look and feel. Consider adding custom illustrations, infographics, or other visual elements that help break up the text and make your content more engaging.

I highly recommend you check some of these AI tools for creating graphics and visual elements for your interactive PDFs:

2. Use interactive elements strategically.

Interactive elements like CTA buttons, hyperlinks, and rich media content can be a great way to add depth and interactivity to your PDFs. But it’s important to use them strategically, not just for the sake of using them. Use interactive elements to enhance your content and guide your prospects and clients through your document.

3. Make it mobile-friendly.

PDF stands for Portable Document Format. It’s portable but that doesn’t mean it’s mobile friendly out of the box. More and more people are accessing content on their mobile devices these days, so it’s crucial to make sure your interactive PDFs are optimized for smaller screens. I highly highly recommend you use 16:9 landscape aspect ratio. 16:9 aspect ratio makes consuming content on mobile devices much more enjoyable.

Also, use larger fonts, contrasting colors, and simpler layouts. You might also want to break up your content into shorter, more digestible chunks that are easier to read on the go.

4. Hook with a compelling video-narration.

Video-narrate your interactive PDF to draw prospects and clients in and frame content around an intriguing story. Appeal to their emotions with vivid language. Weave in the benefits of your offering into a narrative that feels more like a conversation.

5. Make it ultra-visual.

Leverage rich media elements of interactive PDFs. Add the following visuals and interactive elements to boost engagement and recall.

  • High-quality images
  • Charts and graphs to simplify complex data
  • Info-graphics to explain processes
  • Product tours and video testimonials

6. Focus on simplicity.

Avoid cluttering interactive PDFs with excessive links, bells, and whistles. Guide users gently through key sections. People appreciate simplicity.

7. Personalize the experience.

Tailor content based on prospects and clients attributes like company, role, or location. Personalized content performs better across key metrics, feels more relevant and resonates stronger.

Divide your audience into specific personas or segments. This allows tailored messaging per group. For example, group users by role, seniority, industry or company size. Create customized interactive content aligned to each segment’s needs.


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At the end of the day, interactive PDFs are a total game-changer for sales and marketing teams looking to truly wow their prospects and clients. Think about it – we’re all bombarded with content constantly, right? So how do you make yours stand out and really stick?

Interactive PDFs aren’t just prettier – they actually give you insights into how people are engaging with your content. You can see what resonates, what doesn’t, and optimize accordingly. It’s the sales intelligence you need to have more meaningful conversations and close more deals. So don’t sleep on this secret weapon and give DeckLinks a try for free OR book a demo – get interactive and watch your conversions take off!


How can interactive PDFs benefit sales and marketing teams?

Interactive PDFs can significantly enhance sales and marketing efforts by creating a visually appealing and engaging online experience for potential customers. They combine text, images, and rich media elements, allowing teams to present complex information in an interactive and easily digestible format.

Some popular interactive features for PDFs include embedded videos, GIF animations, clickable buttons, hyperlinks, video-narrations, lead capture forms. These elements add visual appeal and interactivity to traditional static PDF documents.

Some best practices include keeping the design visually appealing, using high-quality media assets, optimizing file sizes for faster loading, adding clear navigation and interactive elements, and ensuring accessibility for users with disabilities. Always prioritize a seamless and intuitive user experience.

Yes, DeckLinks offers PDF analytics and tracking capabilities, allowing you to monitor user interactions, such as clicks, form submissions, and time spent on specific pages or sections. This data can provide valuable insights for optimizing your content and marketing strategies.

Interactive PDFs can be beneficial across various industries, including marketing, sales, education, technical documentation, etc. Any scenario where visually engaging and interactive content can enhance understanding and user experience can benefit from interactive PDFs.

About the Author

Lidia Vijga is a seasoned professional with 10 years of first-hand experience in B2B sales and B2B marketing. She has a proven track record of driving growth for companies across various industries. Throughout her career, Lidia has led numerous successful sales campaigns and implemented innovative marketing strategies that have significantly increased revenue and reduced customer acquisition cost for her clients. Lidia regularly shares her insights and experiences on LinkedIn, webinars, and public speaking engagements. Lidia believes in the power of personal qualities such as kindness, empathy, and the willingness to understand others. She is committed to empowering client-facing teams with tools that enhance their talent instead of automating it, and she firmly believes that teams that show their human side grow companies much faster.

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