Marketing Guide: Maximize Pipeline from Every Touchpoint
This guide will help your team generate more qualified pipeline from every marketing channel and campaign you invest in, by turning traffic into real-time conversations, not form fills.
What Is a Touchpoint?
A touchpoint is any place you engage potential leads. It could be:
- A page on your website
- A LinkedIn ad
- Your G2 page
- A YouTube video description
- A field event or trade show
- Your Github page
- Your product page in a Marketplace
Wherever you’re driving traffic, you can place a Knock Link to instantly connect qualified buyers to your team via real-time messaging.
Why Use Knock Links in Your Marketing Touchpoints
Adding Knock links to your marketing assets helps convert high-intent traffic into qualified pipeline, while giving your team visibility into what’s actually driving results.
- Increase conversion rates
- Track performance beyond clicks
- Easy to implement
Knock connects leads directly with your team through real-time messaging, reducing friction and increasing the likelihood of conversion.
Knock provides full-funnel reporting, including CRM conversions and revenue attribution—so you can see which touchpoints lead to closed deals.
Knock links can be created in your dashboard and added to any touchpoint (website, ad, video, event page, etc.) without developer support.
How to Get Started (Knock's Proven Process)
Step 1: Identify Funnel Leakage
After 7 days of installing the Knock Tag on your website, you’ll unlock the Website Leakage Report, a full analysis of how many ICP-fit leads dropped off before converting.
- Spot the highest drop-off points
- See which CTAs and pages underperform
- Prioritize fixes to boost conversion
🔍 Learn more about the Website Leakage Report →
Step 2: Meet with a Knock Expert for Strategy Recommendations
Our team will meet with you to tailor your Knock rollout based on:
- Your funnel analysis
- Your audience behavior
- Your key attribution channels
- Your business goals
In the session, we’ll help you:
- Identify the best places to replace traditional forms with Knock Engagement Buttons
- Remove CTAs that don’t drive conversions (More actions ≠ More results)
- Optimize every marketing channel you invest in with Knock links and tracking
- Improve CTA design and copy to increase your click-through rate
Step 3: Add Knock Links to Your Marketing Assets
- Go to the Knock Dashboard
- Create a Knock Link for each asset or campaign
- Paste the link into the relevant places—website pages, ads, emails, or event pages
No code needed.
Step 4: Review Your Routing Rules & CRM Integration
Before going live, make sure:
- Your routing rules are up to date (so leads are assigned to the right reps)
- Your CRM (Salesforce, HubSpot, etc.) is connected, so accepted leads sync automatically
Step 5: Track Channel Performance with Knock’s Connection Report
Use the Knock Connection Report to analyze how each marketing channel performs:
- Open your Knock Dashboard
- Navigate to the Connection Report
- See which attribution channels drive the most qualified leads
- Identify which traffic sources generate high-quality vs. low-quality leads
- Use real-time data to reallocate budget and refine targeting
Summary
By embedding Knock into your touchpoints, you:
- Turn clicks into conversations, not drop-offs
- Get full-funnel visibility on what’s working
- Maximize pipeline from every campaign—without changing your stack
Let Knock turn your traffic into booked meetings and pipeline—automatically.
On this page
- Marketing Guide: Maximize Pipeline from Every Touchpoint
- What Is a Touchpoint?
- Why Use Knock Links in Your Marketing Touchpoints
- How to Get Started (Knock's Proven Process)
- Step 1: Identify Funnel Leakage
- Step 2: Meet with a Knock Expert for Strategy Recommendations
- In the session, we’ll help you:
- Step 3: Add Knock Links to Your Marketing Assets
- Step 4: Review Your Routing Rules & CRM Integration
- Step 5: Track Channel Performance with Knock’s Connection Report
- Summary