Customerlabs CDP Documentation

Identifying a user

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Identifying a user

The system assigns an anonymous user ID for every new visitor. All the events that the visitor performs will be associated with that ID. When the visitor reveals themselves ie. by giving their personal data such as name, email ID or phone, the system will merge all old anonymous sessions to that particular user. 

Identify user event 

To enable the above-mentioned user data merging, once you track an event which involves user identification such as a form field that collects personal information, set up a ‘create user’ or event for the same event. 

Example scenario: 

In order to track the below form & its fields, 

You’ll have to set up a form submission event as shown in this video here

Once that event is complete, create another event that captures the User ID by setting up a ‘Create user’ from the event list in No-Code Event Tracker. This will enable the system to assign all the collected event and user traits to that particular user. Commonly used user identifiers include email ID or phone number.

Note: In case the ‘Create user’ event is not set, you’ll not be able to match the traits with the user.    

Update user event

In case, of multiple forms where you collect the same user data for the second time, set up an ‘Update user’ event, so that additional traits are appended to that particular user.   

Assigning user traits

While setting up the create or update user event, the form fields which give more information about the user must be added as user traits. In the above form, fields such as name, email, phone, company should be added as user traits. 

User External IDs

Apart from fetching standard user identifiers such as email & phone number, the system also supports the collection of External User IDs such as google_analytics_client_ID, Facebook_fbp, Facebook_fbc or other custom IDs as shown below, 

The system also allows you to collect multiple external IDs for one user. In cases where the email is chosen as the primary user identifier, there is also an option to add another user ID by clicking on ‘External ID’ and selecting the other identifier as shown below, 

The system will search for all the user IDs and associate session details even if any one of the IDs match. 

Once the system merges user data, the anonymous profile will be updated with all the new details about the user as shown below, 

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