Visitor Profiles

Overview

Loamly automatically captures visitor information like traffic source, location, and device. Visitor profiles let you add your own properties to enrich these records with business context:

• Company name and size
• User type (prospect, trial, customer)
• Plan or subscription tier
• Industry or vertical
• Lead score or qualification status
• Any custom property relevant to your business

Setting properties

Use the window.loamly.set() method to add properties to the current visitor:

window.loamly.set({
  company: 'Acme Corp',
  company_size: '50-200',
  industry: 'SaaS'
});

Properties are merged with the visitor record. You can call set() multiple times and properties will accumulate:

// First call
window.loamly.set({ company: 'Acme Corp' });

// Later call adds more properties
window.loamly.set({ plan: 'enterprise', mrr: 999 });

// Result: visitor has company, plan, and mrr properties

Property types

Reserved property names

These names are reserved and cannot be used:

• id, visitor_id
• email (use identify() instead)
• source, referrer
• first_seen, last_seen

Identifying visitors

To associate a visitor with an email address, use the identify() method:

// When user logs in or submits a form
window.loamly.identify('user@example.com');

// Optionally include additional properties
window.loamly.identify('user@example.com', {
  name: 'Jane Smith',
  company: 'Acme Corp',
  plan: 'pro'
});

Once identified, the visitor record is linked to that email. This enables:

• Matching with Stripe payments for revenue attribution
• Cross-device tracking when the user logs in elsewhere
• Integration with your CRM or email tools

Common use cases

After login

// In your login success handler
async function onLoginSuccess(user) {
  window.loamly?.identify(user.email, {
    user_id: user.id,
    name: user.name,
    plan: user.subscription?.plan,
    company: user.company?.name
  });
}

From enrichment service

// After enriching lead data (e.g., from Clearbit)
function enrichVisitor(enrichmentData) {
  window.loamly?.set({
    company: enrichmentData.company.name,
    company_size: enrichmentData.company.employees,
    industry: enrichmentData.company.industry,
    company_revenue: enrichmentData.company.revenue,
    linkedin_url: enrichmentData.person.linkedIn
  });
}

From your backend

If you have user data server-side, pass it to the frontend after authentication:

// Server: Include user data in your page
const userData = {
  email: user.email,
  company: user.company,
  plan: user.plan,
  signupDate: user.created_at
};

// Client: Set properties on page load
<script>
  window.loamly?.identify(userData.email, {
    company: userData.company,
    plan: userData.plan,
    signup_date: userData.signupDate
  });
</script>

Lead scoring integration

// When lead score updates
function onLeadScoreChange(visitorId, newScore, qualification) {
  window.loamly?.set({
    lead_score: newScore,
    lead_status: qualification, // 'cold', 'warm', 'hot', 'qualified'
    score_updated_at: new Date().toISOString()
  });
}