How to identify anonymous website visitors as contacts
ConvertFlow automatically identifies website visitors when they submit their email address in ANY form on your website, including ConvertFlow forms.
You can also personalize your website by targeting calls-to-action to identified contacts based on who they are, what they've done and the subscriber data stored in your email marketing software.
This means you can target people based on their tags, lists etc.
How to identify existing contacts from your email marketing software
Here are detailed articles for our integrations...
Targeting website visitors by AWeber lists
Targeting website visitors by Active Campaign contact data
Targeting website visitors by Autopilot contact data
Targeting website visitors by ConvertKit tags & custom fields
Targeting website visitors by HubSpot contact data
How to identify existing contacts from any URL
ConvertFlow will identify a contact if you include a person's email address in the URL with any of these URL parameters.
cf_email
email
Email
EmailAddress
email_address
emailaddresss
How to identify a contact using ConvertFlow's client-side API
If you're using ConvertFlow on an app, you can identify users by accessing ConvertFlow's client-side API.
Here's a snippet you can use, just replace EMAIL_ADDRESS_HERE with a string of your contact's email address.
The option "override" can be set to false if you want to ConvertFlow to identify someone if the visitor isn't already tracked as a contact.
jQuery(document).on('cfReady', function() {
convertflow.identify({email: 'EMAIL_ADDRESS_HERE', override: true});
});
How to disable automatic custom HTML form tracking
In certain cases, you may want to prevent ConvertFlow from automatically tracking and syncing contacts based on the custom HTML form submissions on your website (separate of ConvertFlow forms).
There are 2 options for disabling custom HTML form tracking:
1. Disable custom HTML form tracking entirely by heading to Settings > Website, and toggling "Disable HTML Form Tracking".
2. The other option is to use site-wide conditions to exclude ConvertFlow CTA campaigns and automatic HTML form tracking from certain pages of your site.
Option #1 is ideal if your website relies heavily on custom HTML forms that you don't want ConvertFlow automatically tracking. Option #2 is ideal if you have a specific page of your website or application that you want ConvertFlow to exclude from HTML form tracking.