Returning Visitors

Learn how to customize what Envoy remembers when a Visitor signs in.

Updated over a week ago

How Recognize returning visitors works

As an Envoy administrator, you can enable Recognize returning visitors for your location. When a visitor who has signed in at your location on a previous occasion enters their name on your kiosk, Envoy will “recognize” them.

The kiosk will ask the visitor if the email or phone number on file for that name is their own and not another visitor with the same name. If it’s a match, the kiosk fills in the rest of the visitor’s information automatically. Plus, Envoy checks to see if their NDA and/or photo is on file to save the returning visitor even more time.

Important Notes about returning visitor feature

  • Since Envoy uses an email address or phone number to confirm a visitor’s identity, you must have at least one of these fields in your sign-in flow.

  • If visitors provide different names on subsequent visits, Envoy will not “recognize” them.

  • When Envoy prompts visitors to confirm their email or phone number, visitors will see a masked version of the information.

  • If a visitor signs in and Envoy does not “recognize” them, they’ll simply be prompted to fill in the rest of their sign in fields.

Enabling Recognize returning visitors

  1. Locate Recognize returning visitors

    1. To enable, toggle to the “on” position.

    2. To disable, toggle to the “off” position.

Customize Returning visitors per Visitor type

* Only available on Premium and Enterprise Subscriptions

  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 for custom settings for returning visitors

  • 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"

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