Back to Help
VisitorsData

IDENTIFY VISITORS

What does it mean to “Identify a Visitor”?

Identifying a Visitor means that you know who a unique visitor of your website is.

ConvertLoop tracks the visitors’ activity on your website even if you have not captured their contact information yet. We do this by using the cookie dp_pid.

What are Visitor Attributes?

Visitor attributes refer to data about your visitors.

You will find two types of attributes to identify your visitors: a default set of Visitor Attributes related to your visitors, and the Custom Attributes.

What is the default set of Visitor Attributes?

  • email: the email address of a visitor, a.k.a. “the Contact”
  • first_seen_at: the first time a visitor visited your website
  • last_seen_at: the last time a visitor visited your website
  • unsubscribed: the attribute to filter people that have or haven’t unsubscribed from the list that receives your communications.
  • unsubscribed_at: the attribute to filter people that have unsubscribed from you at a given date.

What are the Custom Attributes?

Custom Attributes refer to the information about your visitor found in their unique profile, such as their personal information or to what plan they belong to.

Any key different from pid,user_id, email, first_seen_at, last_seen_at, add_to_segments, and remove_from_segments will be treated as a Custom Attribute of the visitor.</div>

Here’s an example using the Ruby API Client:


ConvertLoop.people.create_or_update(email: "[email protected]", first_name: "Nayib", last_name: "Abdala", plan: "free")

In the example above, first_name, last_name and plan represent Custom Attributes. The email attribute is a default attribute of ConvertLoop ro recognize your visitor’s identity.

You can create Custom Attributes for your visitors by sending the key:value pairs you pass to the person hash. Learn how with our API Libraries.

You will find both types of attributes (the default set of visitor data and your Custom Attributes) in the filter FILTER BY VISITOR ATTRIBUTES:

ConvertLoop Email Marketing Automation User Analytics Data Intelligence

Create or update visitors’ information: To create or update a visitor’s information, you need to pass at least one of the following attributes to the function you are using to identify visitors: pid, user_id, or email.

Use pid when you are updating a visitor to your site. You can obtain this value from the cookie dp_pid key.

Use user_id to match the id of the visitor on your website.

How to identify visitors using the Java Script Library

There are 2 options to identify visitors in ConvertLoop using the Java Script Library:

Let’s use an example to easily understand them.

If you would like to capture the name and email of a visitor, you could use one of the following options in the JS (Browser) Library:

First option:

Call the “identify” function.

This option identifies a visitor using a default ConvertLoop event called identify.


_dp("identify", {
   email: "[email protected]",
   first_name: "Nayib",
});
Implementation using ConvertLoop’s JS Library. Check out our API Documentation for additional programming languages.

Second option:

Pass the “track” function to the person hash with the attributes that you want to capture from your visitor. Check out our API Library to see some examples.

This option identifies a visitor using the track function when an event is triggered.


_dp("track", "YourEventCustomName" {
   person: {
    email: "[email protected]",
    first_name: "Nayib",
   }
});
Implementation using ConvertLoop’s JS Library. Check out our API Documentation for additional programming languages.

Please note that in the second option, you are passing the name of the event “YourEventCustomName”, which could be any name you want to associate to the identification of your users.

For instance, you could call that event “Signed Up” in the case you are identifying visitors when they signed up. You could also call that event “Downloaded Free Guide” in the case you are identifying visitors when they download a resources you are giving away for free.

How to identify visitors using our CURL, Ruby, Rails, PHP, Node, or Java Libraries

First option:

Call the ‘create_or_update’ function (when using Node, Rails, Ruby, Java, PHP).

Here’s an example using the Ruby API Client:


ConvertLoop.people.create_or_update(email: "[email protected]", first_name: "Nayib", last_name: "Abdala", plan: "free")

Second option:

Pass the person hash to the ‘event_logs’ function with the Attributes that you want to capture from your visitor. Check out our API library to see some examples.

Here’s an example using the Ruby API Client:


ConvertLoop.event_logs.send(name: "Billed", person: { email: "[email protected]" })
The difference between using the first or the second option to identify people is that the second option would create and event as well as identify the visitor. The first option would only identify the visitor, without creating a specific event on ConvertLoop.

Check out our API documentation to choose the programming languages that you prefer.

How to manually create a contact

You can also manually create contacts by following these 4 steps:

  1. Go to www.convertloop.co/people
  2. Click on the red + New Contact button that you will find at the top right.
  3. Fill out the fields with your contact information
  4. Click on the red Create Person button.

Additionally, you can import several contacts at the same time. Learn how here.

Identify Visitors

  • Identify a visitor using our API Libraries.
  • Manually crate a new contact in ConvertLoop

Didn't find what you were looking for?

Get in touch, we're always happy to help. Email us at: [email protected]

Search