Our CRM classifies users into three distinct universes:
- Anonymous Visitors: These are individuals who visit your website without providing any information.
- Leads: These are users that have been identified, either with an email or another unique id. Leads are not authenticated. They may have lied about their email or other information.
- Signups: Users in this category have registered for your services or created an account. They are typically authenticated, so you can share sensitive information with them via chat. Learn more at Secure user authentication
Identifying anonymous users
Pavior allows you to identify users in multiple ways:
- You can create an automated form to gather details from anonymous users. If the form collects an email, this will convert the user to a lead. Our forms can either be embedded in a website, or show up as part of a chat conversation.
- You can use our API to provide information you already know about the user. For example, if they are logged into your website, you can provide this information to Pavior so that we can associate all of their activity with their account.
- If you send an outbound email and they click one of the links that lands on your website, we will be able to associate the rest of that session with that email.