Overview
AdvocateAnywhere offers a seamless integration for identifying and engaging advocates on your site by embedding challenges that can recognize both anonymous visitors and known users. The article outlines methods to identify advocates who have previously logged in, how to pass advocate information to Influitive using a code snippet, and what fallback options exist for unidentified users. This ensures a personalized experience for users and streamlines the process of converting visitors into active advocates.
Information
One of the advantages of embedding challenges with AdvocateAnywhere is that they can be targeted at anonymous visitors to your site, or "guests". In order to invite them into your hub as "fully-fledged" advocates, they need to be identified by e-mail address. There are a few ways that this can be accomplished.
Identifying Advocates who have previously logged into your hub
If an advocate has logged into your hub during their current session, and accesses a page with an embedded challenge on the same device, we'll automatically be able to identify them as an advocate, without any extra effort required on your part.
Identifying Advocates explicitly
If you know who the people accessing your page are, based on login information or other website analytics tools, you can let Influitive know who these people are. This will prevent us from asking the advocate for their information unnecessarily, and allows us to target challenges.
To pass the information you know about the advocate into Influitive, include the following code below the AdvocateAnywhere embed script. Substitute <advocate's e-mail> with the e-mail of the advocate. The portion that provides the actual email will be generated from your server, so contact your system administrator for instructions specific to your company and your infrastructure.
<script type= "text/javascript">
InfluitiveEmbed.identify({
email: "<advocate's e-mail>"
});
</script>
If advocates are not identified by one of the two methods above, they will be asked for their e-mail (or optionally their name) when they complete their first challenge (or when they are viewing a referral challenge).
FAQ
How does AdvocateAnywhere identify advocates who have previously logged into my hub?
Advocates who have previously logged into your hub and are accessing a page with an embedded challenge on the same device will be automatically identified, requiring no additional effort from you.
What information can I pass to Influitive to identify advocates?
You can pass advocate details such as their email address, and optionally include their title, company, or name, to Influitive by inserting a provided code snippet after the AdvocateAnywhere embed script on your webpage.
What happens if an advocate cannot be identified through the usual methods?
If advocates are not identified through the standard methods, they will be prompted to provide their email address—or optionally their name—when they engage with their first challenge or when viewing a referral challenge.
Can AdvocateAnywhere target anonymous visitors on my site?
Yes, AdvocateAnywhere can target anonymous visitors, referred to as "guests," and offers methods to convert these guests into fully-fledged advocates within your hub.