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 Returning visitor detection
Locate Returning visitor detection
To enable, toggle to the on position.
To disable, toggle to the off position.
Customize Returning visitors per Visitor type
* Only available on Premium and Enterprise Subscriptions
Go to Visitors > Settings > Sign-in flow and click Edit on the Visitor type you want to set this up for. Then, navigate to the Sign-in fields tab.
Click on Field options and navigate down to the Returning visitors tab.
For every field, except Your Email Address or Your phone number, you will be able to choose whether Envoy will remember the answer. Choose between Most recent visit only, or require visitors to fill out the field Every 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.