Data tracking from different sources via User ID

More tracking options

You can track user data from different sources if you know their User ID. You can use your system ID (email, phone number, bonus card number or any other unique user IDs) as User ID.

You can combine data from online and offline channels (CRM, CMS, site, processing system) while transferring it to Dashly.

How to choose the correct User ID?

You can use your system ID, email, phone number or any other unique option as User ID. There are two rules:

  • User ID must be unique for every lead;
  • User ID can't be replaced. For example, if the lead can change their email, then the email can't be used as User ID;
  • User ID doesn't have to be a number, you can use 255 symbols in it. We would recommend using a numerical ID.

Read more about transferring User ID into Dashly in the developers section.

Automatic lead merge

When you know the User ID, you can combine information about a lead when they visit your site from different devices.

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A lead is considered as anonymous if they don't leave any data about themself. In this case Dashly tracks their activity via cookies. If a lead clears cookies or enters your website via another device or browser, the system will consider them as anonymous. You don't lose anything if it's just another anonymous. But it is disappointing to loose connection with actual leads when they just visit your site via another device. That's when merging is needed.

To merge leads you need to set User ID transfer to Dashly. Read about how to configure leads bonding in developers section.

Let's check how it works.

You have a client. His name is Andrew. He's been your client for a really long time, he often makes purchases, and you know quite a lot about this guy. However, today he visited your site via another device. All his actions are recorded to a card of anonymous lead. As soon as you transfer his User ID to Dashly (it happens when Andrew logs in), Dashly will immediately recognize this lead as Andrew and transfer all his actions from anonymous card to his actual card.

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What will happen with lead's information

  • All events will be recorded in chronological order.
  • Email, name and phone number will be changed to the last one (if they differ) and the event "email/name/phone number is changed" will appear. Thus you can see old and new properties.

The following operations occur with other properties:

PropertyValueHow to bond
$nameNameLast (replace if appear in anonymous)
$emailEmailLast (replace if appear in anonymous)
$phonePhoneLast (replace if appear in anonymous)
$last_seenLast activity, last event dateMax of the dates
$last_contactedLast contact, last reply date, date of last sent message to the lead (including auto message)Max of the dates
$last_replyLast lead's reply dateMax of the dates
$conversations_emailsNumber of email conversationsAmount
$conversations_chatsNumber of chat conversationsAmount
$conversations_popupsNumber of conversations with pop-up typeAmount
$sessionsNumber of sessionsAmount
$user_idUser IDTake the merged one
$scoreNumber of points (rating)Amount
$initial_referrerThe first source (referrer)Take the merged one
$initial_referrer_domainThe first source (referrer), domain onlyTake the merged one
$initial_utm_campaignFirst UTM Campaign parameterTake the merged one (if not defined take new)
$initial_utm_sourceFirst UTM Source parameterTake the merged one (if not defined take new)
$initial_utm_mediumFirst UTM Medium parameterTake the merged one (if not defined take new)
$initial_utm_contentFirst UTM Content parameterTake the merged one (if not defined take new)
$initial_utm_termFirst UTM Term parameter

Take the merged one (if not defined take new)

$countryCountryLast
$regionRegionLast
$cityCityLast
$latitudeGeographical latitudeLast
$longitudeGeographic longitudeLast
$email_unsubscribedUnsubscribed from emailsvia AND
$avatarFile name with avatarLast
$social_vkURL of VK pageLast
$social_facebookURL of Facebook pageLast
$social_fourqsuareURL of Foursquare pageLast
$social_googleplusURL of Google+ pageLast
$social_pinterestURL of Pinterest pageLast
$social_twitterURL of Twitter pageLast
$social_skypeSkypeLast
$cart_amountCart amount (integer)Amount
$viewed_productsViewed items (list of items names)List merge (possibly set)
$cart_itemsShopping cart (list of items names)Last (replace if appear in anonymous)
$last_order_statusLast order status (integer)Last (replace if appear in anonymous)
$last_paymentLast order amount (integer)Last (replace if appear in anonymous)
$revenueAll orders amount (integer)Amount
$profitRevenue per lead (integer)Last (replace if appear in anonymous)
$groupGroupLast (replace if appear in anonymous)
$discountDiscount (integer)Last (replace if appear in anonymous)
$orders_countNumber of orders (integer)Amount
$tagsTagsList merge (possibly set)
custom_propsCustom propertiesLast
app_id Application IDDoes not change
$event_<id>_countNumber of completed eventsAmount
$event_<id>_firstFirst event dateMinimum of the dates
$event_<id>_lastLast event dateMax of the dates

Since the cookies are stored for 150 days, even if Andrew signs in after 149 days after his last visit via phone and you immediately transfer his User ID to Dashly, all his actions and other data for this period will be transferred to his card.

Manual lead merge

You can merge lead cards manually in the Lead section. Remember that you won't be able to call off the merge, and it's impossible to merge two leads with User ID.

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  1. Find lead cards you want to merge using segmentation. Emails or phone numbers are usually used for search. 
  2. Tick the chosen lead cards. Note that you can merge only 2 cards at a time.

In the additional menu choose "Merge two leads".

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  1. Choose the main lead whose data will be recorded into a lead card of the merged lead. The second lead will be deleted. That's why make sure that he/she is offline.
  2. Check the data that will be moved and that will be deleted. All properties in the table are grouped like that:
    • contact information;
    • custom properties;
    • system properties.
  3. Press "Merge leads" button. This process may take some time.
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