Navattic Playbooks allow you to automatically filter your Navattic data for specific Audiences and trigger a specific action in Slack, your CRM, or other integrated tools.

For example, you might sync identified visitors who have advanced more than one step in your demo to Leads in Salesforce.

Or, you might send a message to a Slack sales channel about accounts with repeat demo visitors.

You can create Playbooks manually — by selecting from default or custom audiences and actions — or you can generate Playbooks automatically by using our library of Templates.

To make it a little easier to choose and set up the Playbooks that work best for you, we’ve rounded up six examples real customers are using to make their sales workflow more efficient and effective.

6 Example Interactive Demo Playbooks

For inspiration, below are six examples of Playbooks submitted by Navattic power users.

• Understand which CTA button clicks lead to conversions
• Send Slack messages about demo visitors that match your ICP
• Monitor accounts with multiple visitors for upsell or cross-sell
• Track which demos convert the most
• Sync lower-intent leads to a marketing nurture
• Notify sales of prospects that have visited your demo center

The whole purpose of interactive demos is to build users up to take some sort of action.

If they don’t, it’s a sign you need to update your demo so that it tells a more convincing story or adjust what you show in your demo.

This Playbook helps you track how often CTA clicks lead to conversions, helping you proactively identify opportunities to improve your demo.

Interactive Demo Audience: Visitors who tagged as “Navigated,” meaning they clicked on the CTA button at the end of a demo.

Integrations:

• HubSpot: To update and create the contact.
• Slack: To update a dedicated Slack channel called #demo-navigated when prospects click the Book A Demo CTA in your interactive demo.

Sending to: BDR team and marketing team.

Goal: To track conversion rates when someone shows high intent, i.e., clicking the Book A Demo button.

If the marketing team notices a distinct drop-off from CTA clicks to live demo bookings, they can make changes to your interactive demo.

Some of your hottest leads are good ICP fit accounts that go through your interactive demos.

This Playbook sends a message to a BDR Slack channel whenever someone who matches a company’s predefined ICP engages with an interactive demo.

BDRs will know which interactive demo the visitor has seen, allowing them to send a customized follow-up.

Interactive Demo Audience: Visitors within a company’s ICP. For instance, accounts with 500 - 10k employees that generate between $100M and $20B in revenue and are located in North America and Europe.

Integration: Slack, to send messages to a #pql or #demo-leads channel.

Sending to: BDR team.

Goal: To send high-intent ICP accounts directly to BDRs, who can follow up with prospects to book a live demo.

If more than one person from an organization is viewing your demo, it’s probably because they are passing it around internally — and that’s great news, especially for your product and CS teams as well.

Knowing which use cases customers resonate with most can influence upsell deals, cross-sell deals, and your product roadmap.

This Playbook shows which companies have had two or more visitors run through a specific demo of an upsell or new feature demo.

Interactive Demo Audience: Accounts with two or more interactive demo visitors.

Integration: HubSpot, to update and create the contact.

Sending to: CS team.

Goal: To show CS managers and product specialists which companies may be interested in an upsell opportunity or need additional support in a certain product area.

People who’ve gone through an entire interactive demo and provided their contact information are some of the highest intent leads for the sales team.

This Playbook pinpoints which Contacts meet these criteria in HubSpot so that BDRs can write personalized emails that push them to run through additional demos they might be interested in or schedule time with the sales team.

Interactive Demo Audience: Visitors that have been tagged as Identified + Converted and have viewed a specific demo.

Integration: HubSpot, to update and create the contact.

Sending to: BDR team.

Goal: To help BDRs build tailored email sequences in HubSpot.

Marketers want to send timely, relevant information to nurture potential prospects.

Knowing that someone’s viewed a demo and engaged with other content can help marketing craft a more bespoke message, with links to case studies or how-to articles they haven’t seen yet but relate to their particular industry, for example.

This Playbook adds demo visits to HubSpot as timeline events so marketers can better understand prospect activity.

Interactive Demo Audience: Identified demo visitors.

Integration: HubSpot, to update and create the contact.

Sending to: Marketing.

Goal: To help the marketing team create email nurture sequences for identified visitors based on their product tour timeline and the tours they’ve already taken (and, therefore, expressed interest in).

Website visitors who have gone through multiple demos in a demo center are especially high intent.

This Playbook sends these visitors to a BDR Slack channel so that they can reach out to capitalize on a prospect’s demonstrated interest immediately.

Interactive Demo Audience: Visitors to a Demo Center, indicating someone who has looked at multiple or all of the available product tours.

Integration: Slack, to send messages to a #pql or #demo-leads channel.

Sending to: BDR team.

Goal: To send high-intent leads to BDRs for fast follow-up.

Want more tactical Navattic advice? Curious about our newest features?

Browse the features and integrations section of our blog. To give you a taste of what you’ll find there, here are some of our most recent guides:

• How to Use Interactive Demo In-App Collaboration
• How to Use Calendar Schedulers + Navattic Together
• How to add Interactive Demos to Review Sites (G2, TrustRadius, and SourceForge)