Engagement Data with Salesforce | Navless Product Documentation
The documentation explains how Salesforce administrators and Tourial admins can install the Tourial Salesforce package to create a custom object called "Tourial Content View," enabling the flow of detailed engagement data—such as content name, type, view date, URL, total time spent, CTA clicks, and first session date—from Tourial experiences to Salesforce Lead, Contact, and Account records, provided the visitor has submitted a form with an email address.
Install the Tourial Salesforce package
Requirements: Must be an SFDC administrator and a Tourial Admin
- 1.In the Tourial app, go to Integrations, Salesforce and click Connect or Manage Integration if you've previously connected Salesforce Lead Forms.
- 2.Click the link to install the Salesforce package. Choose to install for all users (or only specific profiles) and click Install.
- 3.Once installed, you'll have a new custom object called Tourial Content View.
- 4.To see the available fields for Engagement Data, select Fields & Relationships.
Engagement Data
Once you've completed installing the SFDC package and ensured Engagement Activity is turned on in the Tourial app, you'll start to see Tourial engagement data flowing to your Salesforce Lead/Contact records. You'll also be able to view and use Tourial Engagement Data on the Account level.
Note: An email address is required for Tourial to send Engagement Data to a record in Salesforce. This means a visitor must submit a form on any Tourial product (tour, TourPlayer or Tour Center) at some point before Engagement Data can be attached to a record.
An engagement event is created each time a lead/contact engages with any of your Tourial experiences.
Available fields:
- Tourial Content Name: Name of the Tourial Tour Center or Microsite (TourPlayer)
- Tourial Content Date Viewed: Date the content was viewed
- Tourial Content Type: Indicates whether the content was a Tour Center, Tour, or Microsite (TourPlayer)
- Tourial Content URL: The shareable URL of the Tourial Content from your account
- Tourial Content Total Seconds: The total amount of time in seconds a visitor spent during a single session
- Tourial Content Total CTA Clicks: Count that refers to the number of external link clicks, forms viewed, and schedulers opened throughout the Tourial
- Tourial First Session Date: Date the content was viewed for the first time (stamps one and does not override)
- Tourial Last Session Date: Most recent date the content was viewed (this field gets overwritten with each session)
- Tourial Content Total Forms Viewed: Count referring to the number of forms that were viewed
- Tourial Content Total Forms Submitted: Count referring to the number of forms submitted
- Tourial Content Total Schedulers Opened: Count referring to the number of schedulers that were viewed/opened
- Tourial Content Total Events Scheduled: Count referring to the number of schedulers submitted (i.e. a meeting was scheduled)
- Tourial Content ID: ID of the Tourial Content from the Tourial database
- Tourial Content Session ID: ID of the session from the Tourial database
- Tourial Content Visitor ID: ID of the visitor from the Tourial database
- utm_source
- utm_medium
- utm_campaign
- Lead: Name of the lead record
- Owner: Name of the record owner
- Account: Name of the account associated with the lead or content if known
Related
How to Create a Salesforce Dashboard to Measure Tourial's Impact
The guide explains how to create a Salesforce dashboard to measure Tourial's impact by first setting up a custom report type with Tourial engagement fields linked to Contacts or Leads, then building detailed reports—such as tracking Tourial views by lifecycle stage—to analyze user interaction and influence on the sales pipeline.
Create an SFDC report using Engagement Data | Navless Product Documentation
The Navless Product Documentation explains how to create a Salesforce report using Tourial Engagement Data by logging into Salesforce, selecting the "Tourial Content Views with Lead" report, applying filters for all content views and all time, adding key fields like Tourial Content Name, Date Viewed, and Lead Email, and grouping rows to visualize engagement metrics, which can then be added to dashboards for marketing or sales insights.
Add Tourial Engagement to record's Lightning page | Navless Product Documentation
The documentation explains how to add a custom "Tourial Engagement" tab to a Salesforce record's Lightning page—using the Account object as an example—by first adding the Tourial Content View related list to the page layout, then editing the Lightning Record Page to create a new tab containing the "Related Lists - Single" component linked to Tourial Content Views, enabling easy access to engagement activities on that record.
Leads Forms in Salesforce
The Salesforce lead form integration with Tourial enables tagging leads created from Tours using a custom checkbox field named "Tourial_Source" on the Lead object, and allows passing Tourial form submission data to corresponding Salesforce lead or contact records by creating and mapping matching fields in Tourial forms connected to Salesforce.
How to Create a Pardot Dashboard to Measure Tourial's Impact
The guide explains how to create a Pardot dashboard to measure Tourial's impact by first setting up a dynamic list that segments contacts who engaged with Tourials using specific filters (e.g., last Tourial viewed, company exclusion, session date, lifecycle stage), and then building reports such as a bar chart showing Tourial views by lifecycle stage over time to analyze engagement across marketing and sales stages.
Engagement Data with Marketo
After setting up the Marketo Integration, Tourial engagement data—including detailed metrics like time spent, clicks, CTA interactions, form submissions, and Tourial metadata such as name, URL, IDs, and UTM parameters—will appear as custom activities in lead or person activity logs, enabling users to create targeted Smart Lists and workflows based on specific Tourial engagement criteria within Marketo.