If you’re coming from RB2B
RB2B calls this the Identified Visitors feed. The Squid ID list covers the same job and adds a few things the feed does not.| RB2B | Squid ID | |
|---|---|---|
| One row per person | Per visit/event | Deduplicated per person across cookies and sessions |
| Live presence | No | Green dot when the person is active on your site right now |
| Mark viewed / hide | Limited | Per-row viewed state and hide, shared across the team |
| Filters | Basic | All, Online, Today, This week, Unviewed, plus saved filters |
Why this matters. Deduplicating by person means your counts reflect humans, not sessions, so the list and the billing line up with the people you actually saw.
What a row shows
Each row is one person and reads left to right across these columns.- Person. The visitor’s avatar, name, job title, company, and location. This is also where row badges and flags appear (see below).
- Referrer. Where the visit came from, with an inferred acquisition-source pill (for example organic, paid, social, email, direct, internal, or referral) derived from the referrer and UTM data.
- Current page. The page title and URL the person is on (or was last on).
- First seen. When Squid ID first identified this person.
- Last seen. Their most recent activity.
The avatar
The avatar shows the person’s real profile photo when we have one, and falls back to their initials when we don’t. Hover the avatar to pop a larger preview of the photo (LinkedIn style), so you can confirm you’ve got the right person without leaving the list. On the visitor profile page you can also click the avatar to pin the enlarged view open.Badges and flags
Badges sit next to the name in the Person column. Each one carries a tooltip on hover.- Green online dot. Tooltip “Online now, currently active on your site”. This is live presence, not a stale timestamp, so it lights up only while the person is actually on your site.
- Returning badge (recycle icon). Tooltip “This person has visited your site before”. It marks anyone we’ve identified in an earlier session.
- Hot / ICP flame badge. Shown when the person matches one or more of your ICPs or hits your high-intent pages. The flame is colored by the first matched ICP. The tooltip lists the matched ICPs and the high-intent page count, for example “Matches ICPs: Enterprise, SMB · 2 high-intent pages”, or simply “Hot lead” when there’s no named ICP. When more than one ICP matches, a small number on the flame shows how many.
- Visit-count pill (“×N”). Tooltip “Returned N times”. A quick read on how often this person has come back.
- Welcome badge (gift icon). Tooltip “Paid for with a welcome credit, can’t be flagged”. The match was covered by a welcome or bonus credit rather than a paid match, so it can’t be flagged for a refund. See Paid vs bonus credits.
- Saved-filter emoji tag. When a row matches one of your saved filters, it shows that filter’s emoji. Tooltip “Matches saved filter: ”. This lets you spot, at a glance, which rows fall into a segment you care about without switching tabs.
The green dot and the Online tab both read the same live presence signal. A person can be online but not match your active filters; when that happens the empty state tells you so and points you at your filter settings.
Filters and search
The tabs across the top narrow the list. Each tab shows a live count.- All. Every identified visitor.
- Online. Only people active on your site right now (the ones with a green dot), driven by realtime presence.
- Today and This week. Bounded by last-seen time, in your local timezone.
- Unviewed. People nobody on your team has opened yet.
Saved filters
For anything beyond the built-in tabs, use the Filter button (or + New filter) to open the filter builder. It has four tabs. A visitor must match every field you set (rules combine with AND); multiple values inside one field match any of them.- Identity.
- Title contains (fuzzy, so “CEO” matches “Chief Executive Officer”).
- Company contains.
- Domain contains.
- Location contains.
- Audience.
- ICP (multi-select chips, matches any selected ICP; leaving it empty applies no ICP filter).
- B2B only (a view filter that hides freemail and consumer-ISP visitors from this list only; to stop identifying and billing them everywhere, use Restrictions).
- Campaign. How the visitor arrived. See Campaign tracking for the full walkthrough.
- Campaign source (UTM): the first-touch
utm_sourceor baresource=on the landing URL. Comma-separate to match any. - Campaign name (UTM): the first-touch
utm_campaign. - Landing URL contains: a substring of the raw first-touch landing URL, a catch-all for any custom or opaque param.
- Referrer contains (where the click came from). Campaign tags live on the landing URL, not the referrer, so use the fields above for those.
- Source (multi-select: organic, paid, social, email, direct, internal, referral), the acquisition channel inferred from the landing UTMs or the referrer.
- Campaign source (UTM): the first-touch
- Behavior.
- Min pages viewed.
- Online only.
- Returning only.
Session filters vs permanent filters
A filter you build applies for the current session only. While it’s active you’ll see a “Filter is on” indicator with an × to clear and close it. If you want to keep it, choose Save as permanent to turn it into a reusable named tab. Saved filters become tabs with live counts. Double-click a saved-filter tab to edit it. Rows that match a saved filter also carry that filter’s emoji tag in the list (see Badges and flags).Saved filters are view-only. They change what you see in the list, and nothing else. They never change identification or billing.
Working the queue
The Unviewed tab is the fastest way to triage new people without losing your place.1
Open a person to mark them viewed
Opening a profile marks it viewed for you, so the Unviewed tab clears as you work through it. Viewed state is per teammate, so your “viewed” doesn’t clear it for a colleague.
2
Mark everything viewed
On the Unviewed tab, the Mark all as viewed button clears the whole queue at once.
3
Act on the row
Use the row’s quick links to open LinkedIn or compose an email, or open the profile for the full record and history.
Toolbar controls
The controls in the top-right of the list:- Density toggle. Switch between Compact and Comfortable rows.
- View hidden visitors (eye-off icon with a count badge). Swaps the list to the hidden archive, where rows can be unhidden. The badge shows how many are hidden.
- View filtered bots (robot icon with a count badge). Swaps to traffic Squid ID filtered as non-human. See Bot filtering.
- Filter. Opens the saved-filter builder described above.
- Export. Download the list scoped to Last day, Last week, Last month, Last quarter, or All.
- Mark all as viewed. Appears on the Unviewed tab only.
Hiding and deleting
Each row has actions on its right side.- Flag. Opens the flag dialog. Reasons include Wrong person, Wrong company, Wrong email, Wrong LinkedIn, Spam or bot, and Other. Flagging refunds the paid portion of the match to your bonus credits, capped at 1 refund per 10 paid matches per month with a floor of 1. Welcome-credit rows can’t be flagged and show a disabled flag control. See Flag a match.
- Hide (“Hide from list”) and Unhide. Hiding moves a row into the hidden archive. Hiding is SDK-wide, so it hides the row for the whole team. Use View hidden visitors to review or unhide.
- Delete. Opens a confirm dialog and removes the profile. If that person returns, they’re identified again from scratch.
