Adding HubSpot tracking code for better website integration
This is an optional, account-level feature that admins can enable. Inserting your HubSpot Tracking Code enables CloudFiles to associate the views to your HubSpot cookie and provides a deeper layer of integration with the marketing & sales hub.
This is the same tracking code that HubSpot provides to be inserted on externally hosted pages so that tracking of those pages can be obtained in HubSpot.
Owing to our integration-first philosophy, we provide users a way to insert their HubSpot tracking code on their document viewer pages (pages that open when you access a CloudFiles link). This can enable you to:
- Insert your chat widget on your documents
- Put a Smart ID Wall that only asks for email if the viewer is not already a contact in your HubSpot
- Associate old contact activity with the view thus giving you full visibility of timeline activity before the contact submitted their email in CloudFiles
- Track CloudFiles page views & UTM parameters in HubSpot
This feature is only available on Enterprise Plans, since it requires white labeling of your domain.
Go to settings > Integrations. Then toggle "Enable HubSpot tracking code". To access this setting, you must be the admin of the the CloudFiles account.
Once this is done, you do not need to do anything else to start enjoying the benefits of the HubSpot Tracking code. Every file that is opened in the browser through CloudFiles will already have the tracking code embedded in it.
If you face any issues, reach out to us with chat or simply email us at email@example.com
Once the feature has been enabled, you can also insert your HubSpot Chat widget on your documents that visitors can click to start a real-time conversation with someone on your team. This is done from the Target tab of the live chat setup by first clicking the first dropdown menu and selecting "Website URL". After that you need to click on the second dropdown menu and choose "Contains" as the targeting rule. Finally, in the text field beside the second dropdown menu, add the "cloudfiles.io" domain (or your white-labelled domain) as the rule criteria. This is covered in the illustration below -
In soft gating, your website pages have prompts / forms asking for contact information, but users have the option of declining to fill them out and are still able to access the content they want. If you install the HubSpot tracking code, HubSpot sets a number of tracking cookies when a visitor lands on your website to understand their behavior better. The cookies store information about the visitor. Once you enable the HubSpot tracking code on your CloudFiles pages, all of your soft-gated content automatically starts using what we call a "Smart ID Wall". This means that the soft gating form on your documents shared through CloudFiles, only shows up if the stored HubSpot cookie associated with the visitor does not already have an email ID stored in it. Thus, if you have already asked your prospects for their email IDs using a HubSpot form, CloudFiles will not ask for that information again when the same prospects view a file using the CloudFiles viewer if you have soft gating set up on these.
If you have your website hosted on HubSpot, then whenever a user, for whom there is no email ID recorded, uses the website, there is a hubSpot Cookie that anonymously tracks the activity of this user. However, since there is no email associated with this user, their is no contact corresponding to them in HubSpot either. We call this anonymous user activity as 'Old Activity'. Now, if the user provides their email ID, for example, in a chat prompt, HubSpot associates this email ID to the anonymous HubSpot Cookie that already existed for the user and also associates a contact with the email ID and the cookie. The way CloudFiles comes into this pictture is that if a user enters their email ID in the Smart ID wall that CloudFiles provides, we also update the HubSpot cookie with this email ID similarly as above. This allows all the 'Old Activity' to be associated with the email ID and the contact as well. You can even access their previous page views and other analytics.
This gives you a more holistic picture of prospect activity.
Since your HubSpot tracking code is now tracking CloudFiles pages as well, the analytics activity will also show up as "Page Views" in HubSpot timelines. So, whenever a prospect accesses a document, a "page view" activity appears on their HubSpot contact page. Moreover, this "page view" is stored as a custom HubSpot object which allows you to build insightful reports and dashboards using it. Additionally, any UTM parameters you associate with your URLs are also passed and tracked in HubSpot.