Documentation Index
Fetch the complete documentation index at: https://docs.unifygtm.com/llms.txt
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Overview
By integrating with your website, Unify can reveal the companies and people visiting your website in real time. Beyond identifying these visitors, Unify enables you to take action based on which pages they view, what they click, where they visit from, which campaigns brought them there, and how many sessions they have had. Website visitor activity comes from page views, identify events, and custom events sent through the Unify Intent Client, Segment, or PostHog. Unify uses this activity to power website visitor lists, intent filters, and Play triggers.How to get started
Step 1: Integrate Unify with your website
The first step is to integrate Unify with your website using the Unify Intent Client or a third-party analytics provider like Segment or PostHog. If you’re not already using Segment, we recommend starting with the official Unify Intent Client. You can find the installation instructions here. For customers already using Segment, you can find the instructions for setting up the official Segment integration here.Step 2: Turn on anonymous visitor reveal
Once events are flowing into Unify, you can enable anonymous visitor reveal to identify the companies visiting your website. Navigate to Settings → Web & product data → Settings to configure reveal and event sources. If you already have a subscription to 6sense, Demandbase, or Clearbit Reveal, you can also bring your own API key.Step 3: Identify people when possible
Company reveal identifies the company behind anonymous traffic. To identify the specific person, send an identify event when a visitor submits a form, signs in, or otherwise provides an email address. If a visitor is identified later, Unify can connect earlier activity from the same visitor/session identity to that person.Common filters
Once website activity is flowing into Unify, you can filter visitors and trigger Plays using signals such as:- Pages viewed, URL patterns, and page view counts
- Custom events such as form submissions, button clicks, demo interactions, or product usage actions
- Custom event properties such as selected plan, product area, or form answer
- UTM Source, UTM Medium, UTM Campaign, UTM Term, and UTM Content
- Referrer, visitor location, session count, and last website activity