Contrary to other custom data (which are used for targeting or simply shown on the discussion panel), this identifier is stored by iAdvize and assigned to the iAdvize visitor records.
Even if your visitor is using different browsers/devices, using the extID will allow iAdvize to associate all the conversations to the same visitor record.
1/ Set up the "external identifier" custom data
Here, FR-012345 should be replaced by the identifier attributed to your client.
- This identifier can have a maximum length of 50 characters.
- The code must be inserted before the iAdvize code.
- Important : It is mandatory to use a unique extID value for each of your customers. Otherwise only one visitor record will be created, and it will create conflicts on the ongoing conversations.
2/ Using the external identifier
When iAdvize detects the presence of this custom data, the identifier is stored within the visitor records. It is shown during the consultation of the visitor information, from the administration or the discussion panel:
You can then access this identifier via our API, or via the CSV-format discussion exports.
2.1/ Via the iAdvize API
If you use our API, the external identifier allows you to connect the information you have on your clients with the resources provided by iAdvize.
In the API documentation you will find this identifier under the field named "external_id", accessible from the "Visitor" resource.
2.2/ In exported conversations
From the conversation history page (Log), you can create a csv export of the data associated with conversations:
The "external ID" column in this export then contains your client identifier:
We also recommend reading: Creating and using custom data.