Enabling Recognize returning visitors

  1. Go to Visitors > Settings > Welcome screen > Returning visitors

  2. Locate Recognize returning visitors

    1. To enable, toggle to the β€œon” position.

    2. To disable, toggle to the β€œoff” position.

Customize Returning visitors per Visitor type

  1. Go to Visitors > Settings > Sign-in flow > Edit on the Visitor type you want to set this up on > Sign-in fields

  2. Click on "Field options" and navigate down to the "Returning visitors" tab

  3. For every question, except "Your Email Address" or "Your phone number", you will be able to choose whether Envoy will remember the answer they put last time they visited or if you'd like them to answer this question every time they visit.

Important notes

  • If you're utilizing our "Data storage" feature and choosing to discard responses, the answers discarded will not be remembered with Returning visitors.

  • Visitors will be able to change answers to questions that are set to "remember" during their pre-registration or sign-in process.

    • The next time they sign in we will remember what they changed it to

  • By default, everything will be set to "Most recent visit only"

  • To read more about our Returning visitors feature, click here

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