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Welcome to our September release notes! We’re constantly enhancing our platform to deliver the best experience for our users and streamline the CDP tools you rely on. This month, we’re excited to introduce several new updates and improvements designed to make your workflows more efficient. In this release, we’ll walk you through some key feature additions and enhancements, including:
- Transactional journey
- User profile merging without unique identifier
- InviteReferrals integration with NotifyVisitors
Let’s dive in to explore these features.
Introducing transactional journey
A transactional journey is particularly useful when a single user performs different transactions of the same journey. Unlike a workflow-based journey, which allows only one entry to the journey per user at a time, a transactional journey processes each flow separately, ensuring every transaction is acknowledged.
For example, in a workflow journey, if a user books a flight and receives an email with their booking confirmation, the journey flow ends after the email is sent. If the same user books another flight, let’s say a return flight, before the first journey flow completes, they won’t receive a second confirmation email, as workflow journeys don’t allow re-entry until the first one finishes.
In contrast, a transactional journey runs on a unique attribute of the event, like a transaction ID or booking ID. If the user books multiple flights, a transactional journey will trigger independent flows for each booking. Each flight booking, identified by its unique booking ID, will get its own confirmation and follow-up emails, ensuring all bookings are processed and acknowledged separately. This allows the user to enter the same journey multiple times without overlap.
For a step-by-step tutorial on creating a transactional journey, kindly check out our documentation, “How to create a transactional journey.”
Introducing user profile merging without unique identifier
The profile merging feature in NotifyVisitors allows you to consolidate multiple user profiles into a single, unified profile, even without a unique identifier.
If you’re unfamiliar with the term “unique identifier,” it refers to a specific data point used to uniquely identify users—such as a phone number, email address, or a custom identifier. In NotifyVisitors, under Settings > Users, you can choose one unique identifier, but this can only be set once.
Example: Using phone number as a unique identifier
If you select the phone number as your unique identifier, it becomes mandatory to include this field in all lead forms. And it will also be mandatory for users to fill in the phone number field. For example, if a user submits a form with just their phone number and name, a profile is created. The next time the same user submits their phone number along with an email address on another form, the system will recognize the phone number and update the existing profile with the new email address, rather than creating a duplicate profile.
How profile merging works
When the Profile Merging feature is enabled, the unique identifier is no longer required to merge profiles. The system automatically merges profiles based on multiple attributes like phone number, email address, or user ID.
For instance, if your unique identifier is set to the phone number but you create a lead form that does not require this field, the system can still merge profiles. Let’s say a user submits a form with just their email address and a profile is created. Later, the same user fills out a different form, providing their name, email, age, and address. The system will recognize the matching email address and update the existing profile with the additional information, even without the phone number.
How to enable profile merging
To enable this feature, simply go to Settings > Users and then, under the “User Identifier” tab, turn on the Profile Merging option. Once enabled, this option cannot be turned off.
Note: When using the lead form with “Profile Merging” turned on, the unique identifier field is optional. However, you still need to map at least one field to a phone number, email address, or user ID to manage profiles effectively.
InviteReferrals integration with NotifyVisitors
We are excited to announce that we have integrated InviteReferrals (a referral and loyalty program software) with NotifyVisitors. This integration allows for seamless data synchronization between InviteReferrals and NotifyVisitors.
For instance, a business can transfer user data from InviteReferrals to NotifyVisitors to promote their referral program across various broadcast channels—such as email, SMS, WhatsApp, and push notifications.
To link your InviteReferrals account with NotifyVisitors, simply log in to both platforms or create a new account if you haven’t registered on any of the two platforms.
Next, in your InviteReferrals dashboard, navigate to settings, then integration. Click on the CRM tab, and you’ll find NotifyVisitors among the options.
Click on connect, and you’ll be taken to your NotifyVisitors dashboard, where a popup will request integration approval.
Click approve, and you’ll be redirected back to InviteReferrals with a message confirming that NotifyVisitors has been successfully integrated.
After integrating your NotifyVisitors account, you can enable auto synchronization of your InviteReferrals campaign data. To do this, head to the “Campaigns” section on the left panel of your InviteReferrals account and click the “Edit” button next to the campaign you wish to configure. From the options that appear, select “Integration.”
Next, navigate to “Third-Party Integrations,” and set up the enrollment, manual invitation, email contact invitation, and conversion options within the NotifyVisitors section to ensure data synchronization throughout these steps.
Here’s a quick overview of the type of user data that can be synced at each of these four steps:
As you configure each step, remember to map the necessary fields to initiate synchronization.
Additionally, you can also enable the auto data sync for your loyalty program. To do this, head to the loyalty dashboard, select app integration, and click on “configure” under NotifyVisitors.
Here, you can enable “real-time user sync” to auto-sync user details in real-time.
You can also synchronize events with NotifyVisitors, including Points Earned, Points Redeemed, and Points Expired, along with related user and event attributes like name, email, mobile number, points, activity ID, description, and more.
Conclusion
We hope you’re as excited about these new features and enhancements as we are! From the flexibility of transactional journeys to seamless profile merging and the powerful integration with InviteReferrals, we’re committed to improving your experience and helping you make the most out of our platform.
To stay informed about our latest releases and access these features immediately, click the “Allow” button at the top of your screen for push notifications. For inquiries, suggestions, or to schedule a demo, feel free to contact us at support@notifyvisitors.com. Our dedicated team is always here to help you maximize the benefits of these updates!
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