Identify Visitors

Identifying a visitor automatically
You can automatically identify visitors by toggling on "Automatic form submission tracking" option show below. This is found in your workspace > Settings > Navattic JS and will send form information collected across your website to the Navattic Visitors tab. 
Automatic Form Submission Tracking
﻿
Once Navattic JS is successfully surfacing visitor emails (using the Automatic Form Submission Tracking option) and/or CRM cookies (using the CRM Cookie Tracking), we recommend connecting a direct integration to send Navattic engagement data (ex. "Last flow viewed") to the corresponding Contact record in HubSpot, Salesforce, or Marketo and/or the activity feed in HubSpot or Marketo.
Identifying a visitor manually
If you have access to the logged-in user's information or have collected a visitor's email from a form submission on your marketing site, you can utilize the identify method to identify them.
JS
navattic.identify({
  "user.fullName": George Washington,
  "user.email": gw@foundingfathers.net
  // ... any other fields you'd like to pass in go here!
})
navattic.identify({
  "user.fullName": George Washington,
  "user.email": gw@foundingfathers.net
  // ... any other fields you'd like to pass in go here!
})
﻿
Note: The default behavior of the identify method is to send the visitor traits to Navattic via the demo that’s embedded on the page. If there’s no demo on the page, you can pass a second argument to identify via an API call:
JS
navattic.identify({
  "user.fullName": George Washington,
  "user.email": gw@foundingfathers.net
  // ... any other fields you'd like to pass in go here!
}, {saveMethod: "api"})
navattic.identify({
  "user.fullName": George Washington,
  "user.email": gw@foundingfathers.net
  // ... any other fields you'd like to pass in go here!
}, {saveMethod: "api"})
﻿
Once Navattic JS is successfully surfacing visitor emails (using the Automatic Form Submission Tracking option) and/or CRM cookies (using the CRM Cookie Tracking), we recommend connecting a direct integration to send Navattic engagement data (ex. "Last flow viewed") to the corresponding Contact record in HubSpot/Salesforce/Marketo and/or the activity feed in HubSpot/Marketo.
﻿

Did this page help you?

Navattic JS

Subscribe to Events