How do I track my Salesforce contacts or leads with Knovio's reporting dashboard?

Modified on Tue, 28 Jan at 1:54 PM

Option 1:

You can track the lead/contact through their email address by adding a URL parameter to the end of the public link of the Knovio you're sharing. 

Add ?kvid={!Lead.email} or ?kvid={!Contact.email} so a presentation might look something like this:

https://view.knowledgevision.com/presentation/641a57fddd0840f7b99b0a7e41ca5146?kvid={!Lead.email}

When you go to Analyze the viewing stats, you will see that the Visitor ID has been populated with this lead/contact email address so you can see what they viewed, for how long, and what they clicked on.

 

Option 2:

You want to take the Knovio reports and upload them to Salesforce and track each lead/contact's viewing stats inside Salesforce.

For the Salesforce ID, add ?id={!Lead.id} or ?id={!Contact.id} to the end of the presentation so again it might look like this:

https://view.knowledgevision.com/presentation/641a57fddd0840f7b99b0a7e41ca5146?id={!Lead.id}

 

This process should work for the majority of CRM systems as long as you use that CRM"s nomenclature for lead/contact emails and unique id's. 

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