Page Comparison

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Form submissions are the primary means of converting Visitors from Anonymous to Identified. The send2crm Send2CRM service form mapping defines which forms should perform identification and return the identifier with the response for a successful submission, which is then automatically applied.

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Visitor identifiers can be set by calling the send2crm library function:

// Set a new identifier for the current visitor.
// Will result in an immediate (async) update if changed.
send2crm?.analytics?.visitor?.setIdentifier(visitorId);

// Test whether the current visitor is identified.
if (send2crm?.analytics?.visitor?.isIdentified()) { ... }

The value provided must be a valid identifier for a Visitor record that exists within the send2crm Send2CRM service for analytics functionality to work. If the identifier is not valid, the visitor will become anonymous after the attempted updated.

Identification via URL parameter

The send2crm Send2CRM client also supports setting identification for an existing visitor using the URL parameter s2cid. If this is found and has a non-empty value, send2crm will attempt to use this as the visitor identifier.

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Form submissions can be made programmatically for complex use cases. Check out the examples.

Personalization

Where server-side form mappings include fields that are marked for personalization, values are returned with successful responses and will be applied both identified and anonymous visitors. These values are limited to those defined for the form mapping only.