@unifygtm/intent-client

v1.1.3

Published

a month ago

JavaScript client for interacting with the Unify Intent API in the browser.

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Unify Intent JS Client

JavaScript client for interacting with the Unify Intent API in the browser.

Installation

There are two ways to install the Unify Intent JS Client for two different use cases. You should only use one of these.

Install the Unify Tag

This method is typically used to install the client on e.g. a marketing website (as opposed to in frontend application code).

You can automatically load and install the client by placing a <script> tag in the <head> of your HTML document. The script can be found in your Unify app here and comes pre-loaded with your public Unify API key.

When you include this tag in your HTML, you will immediately be able to access the client at window.unify (or simply unify since window is global). See Usage below for how to use the client after installing.

Install With a Package Manager

This method is typically used to install the client in e.g. frontend application code such as a Single Page App (SPA) (as opposed to on a static marketing website).

NOTE: See @unifygtm/intent-react if you are using React.

You can install the client package directly using your preferred package manager:

npm

npm install @unifygtm/intent-client

yarn

yarn add @unifygtm/intent-client

After installing the package, you must initialize it in your application code and mount it:

import { UnifyIntentClient, UnifyIntentClientConfig } from '@unifygtm/intent-client';
import { useEffect, useState } from 'react';

const writeKey = 'YOUR_PUBLIC_API_KEY';

const config: UnifyIntentClientConfig = {
  autoPage: true,
  autoIdentify: false,
};

const unify = new UnifyIntentClient(writeKey, config);

// Do not call mount during server side rendering. Only call it in a browser context.
unify.mount();

NOTE: The mount method on the client is used to initialize it once it is in a browser context. If your application uses server side rendering, you should be sure not to call mount() until the code is running in a browser context.

Once the client is initialized and mounted it will be immediately ready for use. See Usage below for how to use the client after installing. If you wish to cleanup the side effects created by initializing the client (e.g. event listeners), you can do so with the unmount method. Here is an example of mounting and unmounting the client in React code:

import { UnifyIntentClient, UnifyIntentClientConfig } from '@unifygtm/intent-client';

const writeKey = 'YOUR_PUBLIC_API_KEY';

const intentClient = new UnifyIntentClient(writeKey);

const TestComponent = () => {
  const [unify] = useState<UnifyIntentClient>(intentClient);

  useEffect(() => {
    unify.mount();

    return () => {
      unify.unmount();
    };
  }, []);

  ...
}

Usage

The Unify Intent Client can be used to log user activity across multiple subdomains of the same top-level domain. For example, if a user visits your marketing website at www.yoursite.com and then logs into your production web application at app.yoursite.com, the activity in both places will be attributed to the same person.

Page View Events

Website page views are an indicator of buyer intent. You can log this information to the Unify platform for usage with the page method.

There are two ways to collect page data with the Unify intent client:

Automatic monitoring of the current page
Manually via the client page method

Utilizing both of these methods when appropriate is recommended to take full advantage of intent data within Unify.

Automatic Page Monitoring

The Unify intent client is capable of automatically monitoring the user's current page to trigger page events. This will happen by default when the client is installed via the Unify JavaScript tag. If the client is installed via a package manager, you must pass the autoPage configuration option when instantiating the client. See Configuration below for more details.

In either case, this behavior can be enabled or disabled programmatically via the startAutoPage and stopAutoPage methods on the client:

// Initialize the client and tell it to automatically monitor pages
const unify = new UnifyIntentClient(
  'YOUR_PUBLIC_API_KEY',
  { autoPage: true },
);
unify.mount();

// Tell the client to stop monitoring pages
unify.stopAutoPage();

// Tell the client to start monitoring pages again
unify.startAutoPage();

Manual Page Logging

You can also manually trigger a page event with the page method on the client. This is useful when you do not want to trigger page events for every page.

const unify = new UnifyIntentClient('YOUR_PUBLIC_API_KEY');
unify.mount();

// Trigger a page event for whatever page the user is currently on
unify.page();

// Trigger a page event for a custom page that the user is not necessarily on
unify.page({ pathname: '/some-custom-page' });

Identify Events

All intent data collected for users by Unify is anonymous by default. When intent events are logged, Unify will attempt to automatically de-anonymize the IP address of a user to associate them with a specific company, but their personal identity will remain anonymous until an identify event is triggered for them.

There are two ways to collect identity data with the Unify intent client:

Automatic monitoring of email input elements
Manually via the client identify method

Utilizing both of these methods when appropriate is recommended to take full advantage of intent data within Unify.

Automatic Input Monitoring

The Unify intent client is capable of automatically monitoring text and email input elements on the page to collect user identity. This will happen by default when the client is installed via the Unify JavaScript tag. If the client is installed via a package manager, you must pass the autoIdentify configuration option when instantiating the client. See Configuration below for more details.

In either case, this behavior can be enabled or disabled programmatically via the startAutoIdentify and stopAutoIdentify methods on the client:

// Initialize the client and tell it to automatically monitor inputs
const unify = new UnifyIntentClient(
  'YOUR_PUBLIC_API_KEY',
  { autoIdentify: true },
);
unify.mount();

// Tell the client to stop monitoring inputs for now
unify.stopAutoIdentify();

// Tell the client to start monitoring inputs again
unify.startAutoIdentify();

Manual Identification

You can also manually trigger an identify event with the identify method on the client. This is useful when users log-in with OAuth or SSO, for example, because they do not enter their email into an input on the page.

const unify = new UnifyIntentClient('YOUR_PUBLIC_API_KEY');
unify.mount();

// However you determine the currently logged-in user
const currentUser = getCurrentUser();

// Identify the current user
unify.identify(currentUser.emailAddress);

Configuration

The following configuration options can be passed when initializing the client:

autoPage - Tells the client to automatically log page events whenever the current page changes. Works for static websites and Single Page Apps.
- Default: true if the client is installed via the Unify JavaScript tag, false if installed via a package manager
autoIdentify - Tells the client to automatically monitor text and email input elements on the page for changes. When the current user enters a valid email address into an input, the client will log an identify event for that email address.
- Default: true if the client is installed via the Unify JavaScript tag, false if installed via a package manager