Manually tie a visitor to a known person

Use avina.identify() to pass whatever identity details you already have (from a form fill, CRM lookup, etc.) so Avina can enrich the session and future signals with a real person instead of an “anonymous visitor”.
When to call
Wait until the Avina SDK is fully loaded on the page, after checking window.avina is defined.
Syntax:
avina.identify({
  firstName: "string?", // Visitor’s first name
  lastName:  "string?", // Visitor's last name
  email: "string?" // Visitor's email
  ipAddress: "string?", // Override detected IP (rare)
  company:   "string?", // Plain-text company name
  title:     "string?"  // Job title or role
});
Best practices:
  1. Call once per session – Identify if you are certain of visitor information (it will override any de-anonymized information Avina has captured)
  2. Pass what you know – Avina will accept partial pieces of information.
  3. Keep it client-side – Don’t expose data you wouldn’t normally put in the browser.

Handling forms embedded in iframes

If you have forms embedded in iframes on your website and want Mesh to track those forms, you’ll need to add the Mesh SDK to the site in the iframe, with session tracking ignored (see below). This will allow Mesh to track the form fills on the page without recording a duplicate session. Platforms that use iframes for forms:

Salesforce Pardot: You can add the Mesh SDK in the Look & Feel menu when customizing your Pardot forms:

Limiting page tracking

By default the Mesh SDK will track page session activity (views, time spent on page, % of page viewed and other event data) as well as form fill activity for any form on the page (automatically excluding sensitive fields). In some situations you may want to restrict the SDK from tracking either sessions, forms or both. Ignoring Form-Fill Tracking
  • In the event that you do not want Mesh to automatically capture partial form fill data on your site, you can disable this form tracking by switching the forms key in the track settings at end of the script to false. When this is set, the end of your script should look like this:
track:{session: true, forms: false}
Ignoring Session Tracking
Use this setting if you are adding the Mesh script to a form embedded in an iframe on your site.
  • If you would like Mesh to ignore session data tracking an only track form fills on the page you can disable session tracking by switching the session key in the track settings at the end of the script to false. When this is set, the end of your script should look like this:
track:{session: false, forms: true}