ConvertFlow forms
ConvertFlow automatically identifies website visitors when they submit their email or phone number to ConvertFlow forms.
Once they're identified, you can target based on CRM data like field values and segmentation.
CRM integrations
For all integrations, you can capture the ConvertFlow's visitor_token tracking ID and store it to a custom field in your CRM.
Then, link contacts to your website with their unique tracking ID custom field value appended as a URL parameter like so:
?cf_visitor_token=VISITOR_TOKEN_HERE
This requires using the respective custom field merge tag of that integration. For example, in Klaviyo:
?cf_visitor_token={{ person.cf_visitor_token|default:'' }}
Pro tip: Some ConvertFlow integrations such as Klaviyo also have identity resolution methods for restoring profile syncs across email link clicks using that platform's profile ID. While using their tracking ID will identity the new tracking with the contact, it won't restore the past ConvertFlow tracking profile.
JavaScript API
If you're using ConvertFlow on an app, you can identify users by accessing ConvertFlow's client-side API.
window.addEventListener("cfReady", function(event) {
convertflow.identify({
email: 'EMAIL_ADDRESS_HERE',
override: true
});
});