Search

Advanced Routing Rules

slack button (do not delete)

Marketing Guide: Maximize Pipeline from Every Touchpoint

Marketing Guide: Maximize Pipeline from Every Touchpoint

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

    • Knock connects leads directly with your team through real-time messaging, reducing friction and increasing the likelihood of conversion.

  • Track performance beyond clicks

    • Knock provides full-funnel reporting, including CRM conversions and revenue attribution—so you can see which touchpoints lead to closed deals.

  • Easy to implement

    • 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:

  1. Identify the best places to replace traditional forms with Knock Engagement Buttons
  2. Remove CTAs that don’t drive conversions (More actions ≠ More results)
  3. Optimize every marketing channel you invest in with Knock links and tracking
  4. 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.