Identification helps you understand which individuals (Visitors) and/or organizations (Accounts) are most engaged with your Navattic demos. This section covers the various methods of identifying Visitors and Accounts in Navattic.

Once a Visitor is identified, you can:

Once an Account is identified, you can:

Navattic supports 4 methods of identifying visitors, which are covered in detail below.

Forms are the most straightforward way to identify demo visitors. You may create a form directly within Navattic or set up an integration involving a Hubspot or Marketo form.

You can include a Form in any step of your demo. Navattic supports three types of Forms in your demo:

Navattic Forms can include checkboxes, multi-select options, custom text fields, dropdowns, and more.

To create a Form, visit your Navattic Workspace > Forms > + Create form. Use the Default Properties or Field types to add fields to the form. Click Publish when you are done building your Form.

To include a Navattic Form in your demo, visit the Flow Builder > add a Step > select the Form step type > Select a Form from the dropdown. This form will now be used to collect Visitor information in this demo.

External Forms occur outside of your Navattic demo (i.e., a form on a page of your marketing site). Navattic supports custom setups that allow you to send Visitor data gathered by external Forms to the corresponding Visitor in Navattic:

If you already know your demo recipient's email, you may prefer to add user identification tokens directly to the demo link. This works similarly to a form, except you are filling in the information rather than asking your recipient to. This is recommended if you are using demos as leave-behind assets.

To attach identification tokens directly to a Product Demo Share Link, visit your Product Demo > Share > Share links > + Create Link > Personalization > add your tokens as shown below.

Query strings can be used to add identification tokens to demo share links at scale. This occurs outside of the Navattic app and is a quick way to identify demo recipients if you are sending a quick email or setting up an email campaign.

Full Name, Email, and Company Name can be added to any demo share link as identification tokens, using the corresponding Attribute Names:

Use this format when adding attributes to the end of any Navattic demo share link:

For example, this link will now identify the recipient as [email protected], since the "user.email" attribute is set to "[email protected]".

You may add more attributes by adding a & in between clauses:

If you are using a sales automation tool such as Hubspot, Outreach, Salesloft, or other similar tools that contain contact email addresses, you may use the email variable already present in these tools to identify recipients.

Simply append the ?user.email={{email}} query string to the end of your demo URL in any templates you create, and these tools will unfurl the demo URL containing the correct value.

Example link:

Take care to use the correct attribute name as these may vary between platforms. Here are a few common examples:

If you need more flexibility about when and how to identify visitors, the following implementation will allow Navattic to receive Visitor or Account identification data that is gathered elsewhere on your marketing website. Share these steps with your website team for implementation.

By including the JavaScript snippet in Step 1 of Navattic JS, we unlock the ability to programattically identify users from your marketing website. The Embed Events script will expose a global window.navattic object for your marketing website to use.

To identify a user programmatically, call window.navattic.identify in your code.

This will tell Navattic to identify the visitor using the given information. Navattic will also use that information for any relevant personalizations throughout your demo.

Navattic's new Account Based Engagement feature is used to identify Company Accounts that engage with your demos, even if individual Visitors do not engage with a Visitor Identification method outlined above.

This uses Clearbit data to reveal the company and firmographic information of visitrs. A separate Clearbit license is not required in order to use this.

Each identified Account will include an engagment rating (high vs. low) based on the actions they took in your demo, the number of unique Visitors at the account who viewed your demos, the total time spent in your demos, and more. This data may be exported as a CSV or sent to Hubspot or Salesforce via a direct integration.

You can also use the Prospector feature to find target account prospects (by department) directly from Navattic to further guide your outreach.

While knowing which companies are engaging with your content is always helpful, this tool was designed especially with these audiences in mind.

Customers using gated or ungated demos in a top-of-funnel strategy:

Customers using demos as leave-behind assets:

The following workflows require you to add the Navattic JS snippet to the head of your website(s).

If you have demos embedded on multiple subdomains or you want to identify Visitors on one subdomain and track their demo engagement on another subdomain, it is possible for the Visitors identity to be shared across these subdomains. This can be enabled with the following steps:

Embedded iframe demos do not automatically receive UTM parameters from the page on which they are embedded. However, you can automatically pass on UTM parameters by adding Navattic JS to the <head> of your site and enabling the Track Query Parameters option shown below.

You will now see Visitor UTMs appear in your CSV export and your Visitors tab > expand a Visitor > "Tracking" section.

If you would prefer to manually set up UTM tracking use these steps to pass UTM parameters from the landing page URL into the iframe src URL. This step makes UTMs visible to Navattic.

Once this is set up, navigate to the Flow Builder and select the CTA button that uses a Navigate to URL action > include your UTM variables using this format:

?utm_medium={{utm_medium}}&utm_campaign={{utm_campaign}}

To automatically add utm_source=navattic, check the box for Add tracking params.



If you are using a Hubspot or Marketo cookie on your marketing site, Navattic JS can associate the cookie when identifying Visitors. This can make it easier to route Visitor and engagement data to these CRMs.

To include CRM cookies when identifying visitors, enable the Navattic JS CRM Cookie Tracking feature.