*NOTE: For both CTA data and field completion data, we DO NOT store the visitor data anywhere at Uberflip. For CTAs, information is simply passed to
the marketing automation platform. For completed field data, we simply store lists of which fields have been completed, not the content of those fields.
Author directly inside Uberflip
using the Blog Authoring tool
Publish content on a
blogging platform
such as Wordpress
Publish social media
content to social
media platforms
MAP
Uberflip serves content and CTAs to
DocuSign visitors, prospects, etc.
API
API
Blogging Platform
Social media platforms,
video platforms,
SlideShare, etc.
Visitor tracking data flows from
LinkedIn visitor or prospect's browser
directly into DocuSign's marketing
automation platform
CTA and content interaction data flow from
visitor to Uberflip and then into the MAP
Field completion data (for progressive profiling) flows
from MAP to Uberflip so Uberflip knows to hide CTA
fields (or entire CTAs) if all fields are complete.
Visitor tracking script automatically installed on all
Uberflip Hub pages when MAP is integrated
Step 1 Step 2 Step 3 Step 4 Step 5
