Enabling Flipbook Tracking with Pardot

November 20, 2014 Uberflip Customer Success

Uberflip supports Flipbook Tracking as an additional option that can be turned on in the Integrations page for Pardot users.

To turn on Flipbook Tracking, visit the 'Integrations' page in your Hub and click on the 'edit' button beside your Pardot integration (shown below).

From there, check the 'Flipbook Tracking' checkbox.  This will allow you to find page view data inside Pardot. 

Once you have enabled Flipbook Tracking, you'll be able to use Rules to find which specific Flipbook pages a Prospect is viewing. 

In order to see if a Prospect has been viewing a specific Flipbook or Flipbook page, you'll need to set up a Page Action so that when a prospect views a Flipbook or a specific page inside a Flipbook, some type of action will take place, such as adding them to a specific list, adjusting their prospect score, or assigning prospects to a specific user.

To create the new page action: 

(1) In the top navigation, click on Admin > Automation Settings > Page Actions; and click on + Add Page Action;  

(2) Enter the required information for NamePage URLPage Score, and specify whether it's a Priority Page

​​If you choose, you can also mark the page as a Priority Page to ensure it is highlighted in a prospect’s activity reports. 

For example, in the below example we are looking to score users who view Page 17 of the Flipbook named 'Flipbook 1'. So we set up the Page Action as follows: 

(1) Name: Flipbook 1 Page View 17 

(2) Page URL: http://sambrennand.com/h/i/flipbook-1/18

(3) Page Score: 10 

(4) Priority Page?: Yes

This information can be used to trigger targeted workflows in Pardot based on the nature of the content on that Flipbook page or the frequency at which they view it.

This data is sent based on a viewer's cookie. A cookie is a way to identify a user based on their previous visits to the Hub. These cookies in particular are created and live on the top level domain where tracking is enabled. If you have a hub at hub.company.com and have your Flipbooks at flipbook.company.com, the cookie will be shared across these two domains no matter which website created the cookie.

Thus, any information known about a user from the Hub will also be known by the Flipbook.

Even though this data is being sent to Pardot, it won't be useable until a user has been identified by a Form CTA submission. A Form CTA submission on the top level domain that sends data to your marketing automation tool will tie the cookie to a usable email address. Once this happens, you can view that contact and see which Flipbook pages they have viewed.

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