Identifying visitors during session recording | Help

Identifying the visitors in your session recordings

Session recordings in PageSense use cookies to identify individual visitors' sessions, and track their behavior on your website. This cookie generates a random name for each of the visitor session, which is a combination of an adjective and an animal name, for example, Magnificent Giraffe. However, if you want to identify a specific user or event from the list of recordings in your report page, you can add our custom Identity API inside the PageSense tracking snippet code on your website as explained in the steps below. 
For example, say you want to identify visitors coming to your site using their email address and later target them with relevant shopping offers/discount coupons to boost conversions on your business. In this case, you can pass the corresponding user ID or variable used to store the particular visitor information on your site into the Identity API code (as explained below), to quickly show visitor sessions based on their email address. 
In PageSense, the cookie length for a session is set up for two hours. If a visitor interacts with your website multiple times within the two hours of their first interaction, then we combine all the interactions together, and show them as a single recording under a random username. However, if the same visitor comes to your website after two hours, then a new recording will be created under a different name.

To setup identify API in session recordings: 
1. Decide what type of visitors' data you want to identify in your session recordings and later send this list of data to your web developer to see if the values are available on your site.
For example, it could be anything that's relevant to your business need such as identifying customers based on their phone number in your recordings, or identifying and filtering visitor sessions based on their email address or first name which could help you directly contact or write to them about new product releases and attractive offers in the future.
2. Now, copy and paste the following Javascript Identity API code inside your website's JS code:
window.pagesense = window.pagesense || [];
window.pagesense.push(['identifyUser', '<name>']);
Please make sure you call this API code after including PageSense tracking code snippet on your site.

3. Replace the <name> tag in the above script with the corresponding variable that you want to associate with the session. This can be any unique value that is used to identify a visitor based on their personal identification details on your site, such as email address, first name, phone number, etc. This user ID or variable will now be mapped with the respective user sessions on your website and be displayed in your recordings.
The Identity API can be implemented with the help of your developer. No data will be passed to PageSense until you've added the required Identity API code to your site. 
PageSense expects a string as a parameter for the <name> tag, and it can only contain a single value at a time
Let's reconsider the example, where you want to identify visitors coming to your site with their email address and later target them with relevant shopping offers/discount coupons to boost revenue. In this case, you can enter the corresponding  <name> tag as 'email address' (just for example) in your Identifier API snippet above to quickly identify and view recordings with their email address instead of random names.
4. Once your developer has implemented the code necessary to send data to PageSense, you will start seeing the session appear along with the email address in your recordings list as shown in the figure below.

Implementing the Identifier API code on your site will also replace the random visitor names displayed in your Pop-up experiment report.

If you want to add the Identifier API to the Zoho Commerce site builder, follow the below-mentioned steps:
1. Open your store where the Identifier API needs to be inserted. Navigate to Site Settings.




2. Under General, select Header & Footer code and add the below code:
<script>
    function getuserDetail(){
        $X.get({
            url: '/portaluser/getCurrentPortalUser',
            handler: function () {
                var response = JSON.parse(this.responseText);
                if(response.status_message === "success"){
                    if(response.current_user.user!== 'null'){
                        let userEmail = response.current_user.emailid;
                        window.pagesense = window.pagesense || [];
                        window.pagesense.push(['identifyUser',userEmail ]);
                    }
                }
            }
        })
    }
    window.addEventListener('load', getuserDetail);
</script>



3. Click on Save and Publish the site.


If you want to add the Identifier API to the Zoho Sites builder, follow the below-mentioned steps:
1.  Login to your Zoho Sites account. 
2. Open your Website > Site settings.
3. Under General, click on Header and Footer code to insert the code.


4. Paste the below Identifier API code in the Header region:
<script>
    function getuserDetail(){
        $X.get({
            url: '/portaluser/getCurrentPortalUser',
            handler: function () {
                var response = JSON.parse(this.responseText);
                if(response.status_message === "success"){
                    if(response.current_user.user!== 'null'){
                        let userEmail = response.current_user.emailid;
                        window.pagesense = window.pagesense || [];
                        window.pagesense.push(['identifyUser',userEmail ]);
                    }
                }
            }
        })
    }
    window.addEventListener('load', getuserDetail);
</script>

5.  Click Save and Publish.

Alternatively, you can also refer to this document that explains how you can insert PageSense Identity API via Google Tag Manager.

We hope this documentation is self-explanatory and helps you understand the process with ease. Please feel to reach out to us anytime by dropping a mail to support@zohopagesense.com, in-case you need more explanation or have any queries.

    Access your files securely from anywhere

      Zoho CRM Training Programs

      Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

      Zoho CRM Training
        Redefine the way you work
        with Zoho Workplace

          Zoho DataPrep Personalized Demo

          If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

          Zoho CRM Training

            Create, share, and deliver

            beautiful slides from anywhere.

            Get Started Now


              Zoho Sign now offers specialized one-on-one training for both administrators and developers.

              BOOK A SESSION





                          Quick Links Workflow Automation Data Collection
                          Web Forms Enterprise Begin Data Collection
                          Interactive Forms Workplace Data Collection App
                          CRM Forms Customer Service Accessible Forms
                          Digital Forms Marketing Forms for Small Business
                          HTML Forms Education Forms for Enterprise
                          Contact Forms E-commerce Forms for any business
                          Lead Generation Forms Healthcare Forms for Startups
                          Wordpress Forms Customer onboarding Order Forms for Small Business
                          No Code Forms Construction RSVP tool for holidays
                          Free Forms Travel
                          Prefill Forms Non-Profit

                          Intake Forms Legal
                          Mobile App
                          Form Designer HR
                          Mobile Forms
                          Card Forms Food Offline Forms
                          Assign Forms Photography
                          Mobile Forms Features
                          Translate Forms Real Estate Kiosk in Mobile Forms
                          Electronic Forms

                          Notification Emails for Forms Alternatives Security & Compliance
                          Holiday Forms Google Forms alternative  GDPR
                          Form to PDF Jotform alternative HIPAA Forms
                          Email Forms
                          Encrypted Forms
                          Embeddable Forms
                          Secure Forms
                          Drag and Drop form builder
                          WCAG


                                            You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                                Manage your brands on social media

                                                  Zoho Desk Resources

                                                  • Desk Community Learning Series


                                                  • Digest


                                                  • Functions


                                                  • Meetups


                                                  • Kbase


                                                  • Resources


                                                  • Glossary


                                                  • Desk Marketplace


                                                  • MVP Corner


                                                  • Word of the Day


                                                    Zoho Marketing Automation

                                                      Zoho Sheet Resources

                                                       

                                                          Zoho Forms Resources


                                                            Secure your business
                                                            communication with Zoho Mail


                                                            Mail on the move with
                                                            Zoho Mail mobile application

                                                              Stay on top of your schedule
                                                              at all times


                                                              Carry your calendar with you
                                                              Anytime, anywhere




                                                                    Zoho Sign Resources

                                                                      Sign, Paperless!

                                                                      Sign and send business documents on the go!

                                                                      Get Started Now




                                                                              Zoho TeamInbox Resources



                                                                                      Zoho DataPrep Resources



                                                                                        Zoho DataPrep Demo

                                                                                        Get a personalized demo or POC

                                                                                        REGISTER NOW


                                                                                          Design. Discuss. Deliver.

                                                                                          Create visually engaging stories with Zoho Show.

                                                                                          Get Started Now









                                                                                                              • Related Articles

                                                                                                              • Filter and segment your session recordings

                                                                                                                Session recording in PageSense provides a playback video of visitors' action on your website, including where, how, and which element they click and navigate to, on a page. However, with hundreds of recordings listed on your reports, finding the most ...
                                                                                                              • Create your first session recordings

                                                                                                                In PageSense, you can quickly create a session recording for an entire business domain, or create a single page or a set of pages to get a complete picture of your users’ journeys throughout your website, including clicks, scrolls, mouse movements, ...
                                                                                                              • Add tags to your session recordings

                                                                                                                You can effortlessly categorize similar user patterns in your session recordings by adding tags. Tagging your recordings is a great method to view and note specific actions, like CTA clicks, sign-ups, or visitor states in PageSense. It will act as a ...
                                                                                                              • Targeting specific audience segments in your experiment

                                                                                                                Audience segmentation in PageSense typically means dividing or grouping website visitors into subgroups and subcategories based on a common set of characteristics, behavior, needs, and values. For example, you can segment users based on the device ...
                                                                                                              • Understand the session recording reports

                                                                                                                The recordings page appears after you have launched your experiment. It lists down visitor specific recordings against the given metrics: Visitor: A random name is assigned to the unique visitor who is recorded. The IPs are anonymized. A visitor is ...
                                                                                                                Wherever you are is as good as
                                                                                                                your workplace

                                                                                                                  Resources

                                                                                                                  Videos

                                                                                                                  Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                                                  eBooks

                                                                                                                  Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                                                  Webinars

                                                                                                                  Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                                                  CRM Tips

                                                                                                                  Make the most of Zoho CRM with these useful tips.



                                                                                                                    Zoho Show Resources