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This guide is focused on web applications and software where the goal is to track usage and interactions of identifiable users. If you are looking to send events from marketing or other public-facing website, Connect website traffic to Unify may be more relevant.

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Overview

One of the most powerful strategies in Unify is to identify existing customers and users to reach out to based on their product usage and behavior. By sending product usage data into Unify, you can instantly launch Plays to start taking action on these users. Some examples of the ways this data can be used include:
  • Free plan conversions — Identify free plan users who are actively using key features and send them targeted upgrade campaigns.
  • Upsells and cross-sells — Identify existing customers who are using specific features and send them relevant upsell or cross-sell offers.
  • Enterprise expansion — Identify individual users at companies, reach out to other contacts at those companies, and target them with enterprise offers.
Unify provides a full suite of analytics APIs for tracking user interactions and identities. All event tracking capabilities integrate natively with the rest of the Unify data layer. This makes it easy to link product usage data to companies or people and access that data throughout Unify.

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Setup

Unify provides an SDK called the Unify Intent Client that can be installed in your web application to start sending events. This is the easiest and recommended way to get started.

Unify Intent Client (Recommended)

Send events using the Unify’s native JavaScript or React client.
If you’re already collecting events using a third-party tool, you can also send that data into Unify using either a supported integration or the general-purpose Analytics API. You can find guides for some popular tools below.

Segment

Send Segment events into Unify.

Posthog

Send Posthog events into Unify.
Lastly, if you already collect product usage data in a database, data warehouse, or data lake, you can connect those systems directly to Unify. For details, see Connect data systems to Unify.
Analytics events (such as page, identify, and custom events) cannot currently be sent into Unify via reverse ETL tools like Hightouch or Fivetran. This capability is coming soon.In the meantime, the recommended solution is to send data to the Analytics API directly or via one of the supported integrations listed above. Alternatively, you can create custom objects to represent these events and send them via reverse ETL.

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Examples

Once you’ve configured events to be sent into Unify, you can start using that data to launch Plays based on user intent. See the following guides for examples.

Capture user logins

Identify users when they sign in to your application.

Capture user interactions

Track in‑app user activity with the Unify Intent client.