Identify

introduction 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 connect demo engagement data with the correct visitor record in the visitors tab https //docs navattic com/analyze# mxgs send combined visitor and demo engagement data to third party platforms for additional analysis (ex see in hubspot, " jessica at navattic viewed 8 steps of the get started product tour ") p ersonalize demos for the visitor (ex , "hi, {firstname}, welcome to your demo!") once an account is identified, you can prioritize your most engaged accounts in abm strategies see which demos the account interacted with to prepare relevant resources send this data to slack, salesforce, or hubspot to alert the right teams visitor identification navattic supports 4 methods of identifying visitors, which are covered in detail below identification via forms identification via demo share links identification via query strings identification via javascript 1\ identify visitors with forms 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 using a form in your demo you can include a form in any step of your demo navattic supports three types of forms in your demo existing hubspot forms embedded in your demo using the embed step type existing marketo forms embedded in your demo using the embed step type navattic forms built directly in navattic (example below) 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 add fields to the form using the default properties or field types you can also adjust the settings in your form to add a logo and select visitor behavior, which includes skip if already submitted the visitor won't be shown the form if they have already submitted it in another session pre fill previous submissions the fields will be pre filled based on past form submissions leave form blank (default) the fields will be left blank, and the visitor will have to fill it out from scratch cookies must be enabled on the demo for properties to persist between sessions workspace admins can enable cookies by default within the workspace settings > defaults > toggle on cookie tracking to enable cookie tracking for just one demo, locate the demo in the product demos tab > click the three dots that appear when you hover over the demo > edit details > toggle on cookie tracking 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 tip navattic forms may be positioned anywhere in your demo if you notice over 80% of visitors dropping off at the form gate, we recommend add more context to your form (what do visitors get if they fill out the form?) move the form to slightly later in your demo (right after a demo wow moment) adjusting the number of fields in your form (1 2 fields recommended) using an external form 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 external hubspot forms see hubspot forms docid\ phbiwbe4qm4tbvj ybl60 for detailed setup steps external marketo forms see marketo forms docid\ zdecjqqbiiy9ejvui9 xs for detailed setup steps external html forms see navattic js docid\ wai87iuk zgdkoy4kn1ef 2\ identify visitors with demo share links 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 are you looking to add identification tokens at scale for mass email outreach? read the section below on identification with query strings 3\ identify visitors with query strings 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 manual entry of query strings full name, email, and company name can be added to any demo share link as identification tokens, using the corresponding attribute names value type attribute name full name string user fullname email string user email company name string company name use this format when adding attributes to the end of any navattic demo share link navattic demo link ? attribute=value f or example, this link will now identify the recipient as jane doe\@navattic com, since the "user email" attribute is set to "jane doe\@navattic com" https //training navattic com/rd3v0zhg?user email=jane doe\@navattic com https //training navattic com/rd3v0zhg?user email=jane doe\@navattic com you may add more attributes by adding a & in between clauses navattic demo link ? user email=value & user fullname=value & company name=value assisted entry of query strings 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 navattic demo link ?user email={{email variable}}\&user fullname={{name variable}} take care to use the correct attribute name as these may vary between platforms here are a few common examples platform value attribute name complete query string for outreach hubspot email {{contact email}} navattic demo link?user email={{contact email}} outreach email {{email}} navattic demo link?user email={{email}} salesloft email {{email address}} navattic demo link?user email={{email address}} pardot email {{recipient email}} navattic demo link?user email={{recipient email}} 4\ identify visitors with javascript overview note this method only works if your demo has been embedded via an iframe 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 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 navattic identify({ "user email" "steve\@apple com", "user fullname" "steve jobs" // any other fields you want to use! }); 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 account identification please reach out to success\@navattic com to enable this add on feature overview 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 visitors 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 implementation 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 navattic will identify the companies with the most unique visitors viewing your account use this data to set up the most effective abm campaigns send account level demo engagement information to salesforce, to be shared with sdr teams for targeted outreach supplement an existing gated demo identify the company accounts for visitors who drop off without completing the current form customers using demos as leave behind assets send a real time alert to slack if your prospected account engages with your content use accounts to understand if your buyer or champion is circulating your demos internally, without needing to use a gate send account level demo engagement information to salesforce, to identify your most engaged accounts and influenced opportunities other use cases and workflows the following workflows require you to add the navattic js to the head of your website(s) identifying visitors across subdomains 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 install navattic js docid\ wai87iuk zgdkoy4kn1ef on each site on the navattic js configuration page (in your navattic workspace under settings > navattic js), enable the navattic js feature follow the above steps to identify visitors tracking utm parameters 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 docid\ wai87iuk zgdkoy4kn1ef 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 manually tracking utms 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 tracking crm cookies 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 navattic js feature tracking faqs what are the following filtered cookies used for secure xxxxxxx and host next auth csrf token'? the following filtered cookies secure xxxxxxx host next auth csrf token' are used for navattic app auth and are not used for visitor tracking these cookies would never be sent from a visitor page