Identification helps you understand which Visitors and Accounts are engaging with your 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
  • 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”)
  • Personalize 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

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Visitor Identification

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

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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:
  1. Existing HubSpot Forms embedded in your demo using the Embed Step Type
  2. Existing Marketo Forms embedded in your demo using the Embed Step Type
  3. Navattic Forms built directly in Navattic (example below)
Form builder
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.
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Form overview
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:
  1. Add more context to your form (what do visitors get if they fill out the form?)
  2. Move the form to slightly later in your demo (right after a demo wow moment)
  3. Adjusting the number of fields in your form (1-2 fields recommended)

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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:
  1. External HubSpot Forms. See HubSpot Forms for detailed setup steps.
  2. External Marketo Forms. See Marketo Forms for detailed setup steps.
  3. External HTML Forms. See Navattic JS.
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.

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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:
ValueTypeAttribute Name
Full nameSTRINGuser.fullName
EmailSTRINGuser.email
Company nameSTRINGcompany.name
Use this format when adding attributes to the end of any Navattic demo share link:
  • navattic-demo-link``?``attribute=value
For 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”.You may add more attributes by adding a & in between clauses:
  • navattic-demo-link``?``user.email=value``&``user.fullName=value``&``company.name=value

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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:
PlatformValueAttribute NameComplete query string for outreach
HubSpotEmail{{contact.email}}navattic-demo-link?user.email={{contact.email}}
OutreachEmail{{email}}navattic-demo-link?user.email={{email}}
SalesloftEmail{{email_address}}navattic-demo-link?user.email={{email_address}}
PardotEmail{{Recipient.Email}}navattic-demo-link?user.email={{Recipient.Email}}
4

Identify Visitors with JavaScript

For demos embedded on a page.
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.

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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.
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Identify

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Other Use Cases and Workflows

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

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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:
  1. Install Navattic JS on each site
  2. On the Navattic JS Configuration page (in your Navattic Workspace under Settings > Navattic JS), enable Domain-level Visitor Tracking
  3. Follow the above steps to identify Visitors

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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 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.

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Manually Tracking UTMs

If you would prefer to manually set up UTM tracking use these stepsto 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.

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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 CRM Cookie Tracking.

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FAQs