Identify
The identify
call lets you add a new user or update an existing user with the latest information like the user's dripId
,email
,name
, etc.
If you provide the Campaign ID in the dashboard while setting up the destination, RudderStack will subscribe every user to this campaign ID
by default. Alternatively, you can also send the information via the identify
call using externalId
as shown in the code snippet below. Note that this takes a higher precedence than the campaign ID provided in the RudderStack dashboard.
Either the dripId
or email
is required for the identify
call. If you are creating a user, then you must provide the email
. In case of updating a user, you can provide either the assigned dripId
or email
.
A sample identify
call is as shown below:
rudderanalytics.identify( "user123", { email: "sampleuser@testmail.com", firstName: "Demo", lastName: "Example", tags: ["tag1", "tag2"], customFields: { filter1: "filterval1", }, }, { externalId: [ { type: "dripCampaignId", id: "<your campaign id>", }, { type: "dripId", id: "<user's drip id>", }, ], })
Identify Mapping
The following table includes all the fields in identify
call with their relative mapping to the Drip fields:
RudderStack Field | Drip Field |
---|---|
newEmail | new_email |
phone | phone |
firstName /first_name /firstname | first_name |
lastName /last_name /lastname | last_name |
tags | tags |
removeTags | remove_tags |
status | status |
initialStatus | initial_status |
timeZone | time_zone |
country | country |
city | city |
zip | zip |
euConsent | eu_consent |
euConsentMessage | eu_consent_message |
ip | ip_address |
address | address1 |
address2 | address2 |
lifetimeValue | lifetime_value |
prospect | prospect |
baseLeadScore | base_lead_score |
customFields | custom_fields |
Note that:
- If
customFields
is not present, RudderStack extracts all the fields apart from the ones mentioned in the table above and constructs acustomFields
object. - If
customFields
is present and there are other fields apart from the ones mentioned in the table, RudderStack ignores them. - The
address
field should be an object.
When you provide the Campaign ID, you can also send some extra fields with the call.
The following table lists all the supported fields for the campaign
call:
RudderStack Field | Drip Field |
---|---|
doubleOptin | double_optin |
startingEmailIndex | starting_email_index |
reactivateIfRemoved | reactivate_if_removed |
For more information on using these fields, refer to the Drip documentation.
Track
The track
call lets you record the user events and the information associated with them, like action
, occurred_at
, and customFields
. Either id
or email
must be provided in this call.
The User Creation Mode option in the RudderStack dashboard lets you create a user with their email
if they don't already exist. If you don't want new users to be created, disable this option.
If the dripId
is provided in the call, then new users will not be created even if the User Creation Mode option is enabled in the RudderStack dashboard.
A sample track
call is as shown below:
rudderanalytics.track( "Event Name", { email: "sampleuser@testmail.com", affiliation: "custom_store", order_id: "123456", products: [ { name: "product_name", price: 10.0, }, ], }, { externalId: [ { type: "dripId", id: "<user's drip id>", }, ], })
Special Events
You can create or update a user order if the event name belongs to either of the following special events:
order updated
order completed
order refunded
order cancelled
checkout started
fulfilled
/order fulfilled
Track Fields
A track
call can contain the following fields:
RudderStack Field | Drip Field |
---|---|
prospect | prospect |
customFields | properties |
occurred_at | occurred_at |
Note that:
- If
customFields
is not present, RudderStack extracts all the fields apart from the ones mentioned in the table above and constructs acustomFields
object. - If
customFields
is present and there are other fields apart from the ones mentioned in the table, RudderStack ignores them.
For the special events mentioned above, the following fields are also supported:
RudderStack Field | Drip Field |
---|---|
affiliation | provider |
initial_status | initial_status |
order_id | order_id |
order_public_id | order_public_id |
total | grand_total |
discount | discounts |
tax | total_taxes |
total_fees | total_fees |
shipping | total_shipping |
refund_amount | refund_amount |
currency | currency |
order_url | order_url |
billing_address | billing_address |
shipping_address | shipping_address |
occurred_at | occurred_at |
products | items |
Note that products
is an array of objects. Every object in this array can contain the following fields:
RudderStack Field | Drip Field |
---|---|
product_id | product_id |
sku | sku |
name | name |
product_variant_id | product_variant_id |
brand | brand |
price | price |
quantity | quantity |
categories | categories |
discounts | discounts |
taxes | taxes |
fees | fees |
shipping | shipping |
total | total |
url | product_url |
image_url | image_url |
The products
field is not mandatory. However, if provided, each object must contain the name
and price
field, otherwise it will be dropped.
Note that the track
call will still not be aborted in such a scenario.
Contact us
For any issues or questions on any of the sections covered in this guide, feel free to contact us or start a conversation in our Slack community.