User identification

What is user identification (User ID)? #

User identification feature lets you to retrieve your own user attribute data by setting user identification tags. This allows you to better segment your users, gain more effective insights, better analyze user behavior, and provide more personalized and optimized content.

Benefits of user identification #

Link a user's anonymous user ID (device ID) with an identified user ID (account ID for a site with a login system) through user identification process, the user's behavior can be accurately monitored regardless of whether the user is anonymous.
There is also an even greater need which need to find out different trends and analyze user behavior based on user attributes and characteristics. We have introduced the concept of user labels to address this need.User labels can be uploaded, and the most adaptive analysis and delivery can be achieved using user labels within the site, by using the user identification.

How user identification works？ #

The user identification lets you to convert anonymous users into identified users, and also to collect attributes of the identified users. Attributes collected by default include last active date, registration date, total number of sessions, referring domain on first visit, referring URL on first visit. You can also upload offline user data such as name, phone number, gender, age, interests, membership rank, etc. from your CRM or database to create an online and offline data connection. You will have clearer user profile if you collect more user attributes, that helps you be able to show more personalized content to show your users.

Session unificationy
For example, if your site has a login system, you could use a unique ID (login ID) to identify users and keep track of information related to their accounts, separate them into anonymous users (not logged in) and identified users (logged in), and use campaign functions to encourage anonymous users to log in further or push other information to identified users.

Recommended scenarios #

It is advisable to set the user identification tag where you can get the user information such as "login", "register", "membership", etc. on the website, that would be a good way to get user's identity. User identification tag will be implemented when user logs in or registers.

Set up User ID in Ptengine identify code #

• 1Click "Experience Settings"(gear mark) and navigate to the"Data Settings", click "Tracking code instruction".
  
• 2 Click "Next" Step > copy Ptengine identify code.
  
• 3 As shown in the sample Ptengine identify code, it could be linked through unique information with identified users and their user ID.User identification(User ID) would be better not to change in the future. User label is a name of the data (name, gender, age, etc.). The value is the actual data entered by the user (Tom, male, 35 years old),those could be defined arbitrarily. User identification(User ID) and value are written instructions, those would be retrieved when the form is submitted.

  ptengine.identify('User ID', {
      user label1: 'value',
      user label2: 'value'
  });
      

• 4 Enter these values for the new field and set up Ptengine identify code(see above) on the website you want to track. It is also advisable that you set the Ptengine identify code to a behavior where you can obtain User ID.

  For example, you could set it by user behavior such as registration or login.
  Please note that if you set it in a behavior where cannot obtain User ID, the user will be asigned as an anonymous user record.

  ・Access your webesite
  ・Set Ptengine identify code to a behaviorwhere you can obtain User ID.

Example
Ptengine identify code is used to obtain the user's "email address, phone number, gender, age and registration date" through uid when the user clicks on "Register" button.

document.getElementById('btnSignup').addEventListener('click', function() {
    ptengine.identify(document.getElementById('uid').value, {
        email : document.getElementById('email').value,
        phone : document.getElementById('phone').value,
        gender: document.getElementById('sex').value,
        age: document.getElementById('age').value,
        last_active_date: new Date()
    })
});

There is also an easy way to get form function of the campaign without setting Ptengine identify code, please refer to this page for detailed setting instructions.