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How to track user journey when clicking an email verification link opens in a new browser

  • 14 June 2023
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Hey!

 

We’d like to have complete analytics for the user sign up journey.

 

For logged in/ registered users, we currently assign a unique Identity which is working perfectly.

 

Before a user signs up however, they are anonymous, so no Identity has been set.

 

When a user signs up by email and password, we send a link by email, for the user to verify the email address.

 

If the user clicks the link in the email, and it opens in the same browser, then we are able to keep the same session, and apply our unique Identity. This allows us to track the entire user journey correctly.

However, sometimes the user clicks the link in the email, and it opens in a different browser and/or device. In this case, the initial session remains anonymous, and is not linked to the user Identity we assign. When we look at the funnels/ journey, the charts are misleading due to this.

 

How to resolve this? So we can have complete analytics for the sign up flow.

 

Thanks.

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Best answer by Ariana-Heap 16 June 2023, 18:01

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Hi @Nick C! Thanks for your question. 

The only way to stitch together a user’s activity across multiple devices/browsers is to identify the user in both places. 

One option to consider is to call heap.identify when the user submits their email and password to sign up in addition to calling heap.identify when they verify their email. That way, even if they open the email verification link on a different device/browser, their activity will be merged under the same identity. 

Another item to note is that, in the scenario that you outlined, if a user eventually returns to the original browser/device at a later date and logs in, they will be identified at that point (assuming heap.identify is called after every login) and their anonymous activity will be merged into their identified user profile in Heap. 

I hope this helps! Please let us know if you have any more questions.

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