What is an Identify Call?
Last Updated: May 18, 2022
Skip Ahead to:
- What is an Identify Call?
- When to Send an Identify Call
- How Frequently Should I Send Identify Calls?
- How to Set Up an Identify Call
What Is an Identify Call?
Each identify call includes a unique User ID, their email address, and any optional traits you know about the user.
Are you a Segment customer? Clearbit's Segment integration allows you to import your identified user traits and page views directly into Clearbit! We recommend that Segment customers use the Segment Identify spec and send that data to Clearbit so that you get the full benefit of Segment's CDP and avoid having to manage redundant code.
- Alert your sales reps when a high-value prospect visits the pricing page
- Alert your customer success team when a customer reads a help center article
- Measure conversions from your ad campaigns by sending server-side conversion events to your Facebook and Google Ad accounts
When to Send an Identify Call
We recommend that you make an Identify call whenever a user fills out a form, signs up, or updates their user information in your app.
Common marketing Identify calls
- When a user fills out a contact form (e.g. a demo request)
- When a user downloads content (e.g. an ebook) or registers for a webinar
- When a user subscribes for a newsletter
Common in-app Identify calls
- After a user first signs up
- After a user logs in
- When a user updates their info in your app (for example, they change or add a new address)
- Upon loading any pages that are accessible by a logged in user (optional)
How Frequently Should I Send Identify Calls?
If possible, we recommend sending an Identify call whenever a user reveals their identity to you, even if you have identified them before. Why? Because most users access your website across multiple devices. And even if you manage to identify them across every device, local storage and cookies expire over time, meaning that tracking data will be lost unless you continue to re-identify users over time.
How to Set Up an Identify Call
If you signed up with Clearbit after February 15, 2022, setting up an identify call is very simple:
- Go to the Forms tab in your Clearbit application.
- Select the configure button for either the Clearbit for HubSpot, Marketo, or Pardot integration.
- Turn on the Identify on Submit toggle.
Identify events will now be automatically tracked on Clearbit Shortened Forms for that integration, which in turn will allow you to leverage People-based audiences.
⏭ Next step: If you signed up with Clearbit before February 15, 2022: Set Up an Identify Call