Skip to main content

​
Installation

There are multiple ways to install the Unify Intent client depending on your setup. In most cases, the website tag is the best option to get started.

Website tag

Paste a pre-configured JavaScript snippet in your website’s HTML. This method is the easiest way to get started and is suitable for most websites.

React library

Install the client in your React web application for a more native integration.

JavaScript library

Install the client in your non-React frontend application, such as a Single Page App (SPA).
You should only use one installation method per website or application. If the client is installed twice on the same site, it may not work correctly.

​
Usage

​
Automatic events

Once the website tag is added, it will automatically start collecting certain types of events:
  • Page events: Every time a visitor loads a page on your website, a page view event is sent to Unify. When that visitor is identified, all their sessions will be linked to that identity.
  • Custom events: Certain button clicks and interactions will be tracked automatically. This does not cover all possible interactions, and you will likely want to manually trigger events in specific places on your website for more complete coverage.
  • Identify events: When a visitor fills out a form with their email address, they will be automatically identified and linked to that address. Other information they fill out (such as first and last name) will not be automatically recorded, so you may also want to manually send “identify” events on form fills, logins, etc.
If desired, you can disable automatic event collection by setting specific options when initializing the client. See the full Usage guide for more details.

​
Manual events

You can manually trigger events in specific places on your website by calling the client directly. When you include the tag in your HTML, you will immediately be able to access the client at window.unify (or simply unify since window is global).

​
Page events

Page events record a page visit. They are fired automatically by default when using the website tag, but you can also call them manually.
// Send a "page" event
unify.page();

​
Custom events

Custom events record specific actions taken by a visitor, such as button clicks or form fills. Some custom events are captured automatically when using the website tag, but you can also send custom events manually.
// Send a basic custom event
unify.track("See More Button Clicked");

// Send a custom event with additional properties
unify.track("Modal Opened", {
  modalName: "Contact Sales Modal"
});

​
Identify events

Identify events link a visitor to a specific company or person. Basic identify events are sent automatically when a visitor fills out a form with their email address, but you can also send more detailed identify events when you have additional information.
// Send a basic "identify" event
unify.identify("user@email.com");

// Send an "identify" event with additional company or person attributes
unify.identify("first.last@acme.com", {
  person: {
    email: "first.last@acme.com",
    first_name: "First",
    last_name: "Last",
  },
  company: {
    domain: "acme.com",
    name: "Acme Corp.",
  }
});
For complete instructions, see the Usage guide.