Identify entries
You can set an identifier to know which customer submitted an entry. It can also be used for automation rules, for example to hide a form if a certain user already submitted before.
How to add an identifier?
Adding a identifier is nothing more than one line to your JS snippet. Like this:
<script>
// …
mw('init',
{
publicKey: 'YOUR-PUBLIC-KEY',
identity: { id: 'USER-ID' }
}
);
</script>
Where USER-ID
can be anything unique to the current user. This can be any string-value, like an email (eg. support@helptail.com
) or a number value (eg. 1
). Check the documentation of your framework of choice how to add this.
Note: the above snippet is shortened for brevity. View the full snippet at here.
What happens if I set no identifier?
When you set no identifier, Helptail will set a unique key for that user and store it in a cookie. This key is then checked instead of the identifier.