Learn how to identify visitors with the Koala SDK.
identify
method in Koala’s JavaScript SDK. By using this method, you can enhance your ability to understand visitor and company intent throughout Koala.
identify
method to provide additional properties about the visitor even before you know their email address. This information can help you better understand traits about your visitors.
In order to track visitors across different devices, use the identify
method to associate events with a logged-in user instead of just the device they are using.
identify
method to associate their email address with their anonymous ID. This allows Koala to associate events from before and after they log in and Koala can associate the visitor with a specific company.
You should use the identify
method whenever a visitor:
traits
(2nd parameter) to supply additional details about the anonymous or known visitor. This can include any relevant information that helps you understand your visitors better. You can use this data to filter and segment your visitors in Koala. Some examples of visitor traits are:
name
: The visitor’s full nametitle
: The visitor’s job titlerole
: The visitor’s roleidentify
method to set visitor traits:
identify
call to make sure your visitor’s profile is up to date.
identify
method to set account traits:
$account.domain
, Koala will automatically associate that company with the visitor, if not already associated.
If domain
is not a unique value for your account-level data, for instance if you have multiple Teams or Workspaces that all link back to the same domain
, you can specify the group_id
to distinguish them. It’s recommended to always include a group_id
that is a unique id for the group of data.
group_id
traits to the same domain, but you cannot do it in a single identify
call:
group
concept, we do not support capturing group_id
s for events/pageviews. Instead, they are only used for collecting sets of traits you want to associate with a given account (company/domain).
ko.identify
after the user has successfully logged in. We recommend installing the Koala pixel on the landing page of your logged-in site, and then calling ko.identify
from there with the user’s email. You can also provide any other relevant traits you want to see or use in Koala.
ko.identify
from the client-side of your logged-in site (after successful login/signup), it is possible to identify users server-side, but a bit more complex. We strongly recommend installing the Koala pixel and calling ko.identify
on page load of your logged-in site, but if this is not possible you can read more about Identifying server-side.ko.reset()
. This will prevent future events from that device from being linked with that user. This is especially important when a device is shared by multiple users.