Resources
Identity resolution guides for cannabis teams
Straight answers about visitor identification, including the parts that sales pitches tend to skip.
Where do you want to start?
Pick what fits and we will hand you a short reading path.
Learn what the software does, then how it fits next to the rest of your marketing.
Pick useful questions first, and stay clear of the mistake that causes the most trouble.
Use the checklist with every vendor, then see how the approaches differ.
Direct contact has its own rules. Start with what a match does not give you.
The basics
Start here if the category is new to you.
What identity resolution means for a dispensary
A plain-language guide to identity resolution for dispensaries: how it works, what it can reveal about your site traffic, its limits, and how to start.
4 min readThe basicsWhat is identity resolution?
Identity resolution connects signals like website visits to a person or company profile. Learn how it works, the main types, and its limits.
3 min readThe basicsHow to identify anonymous website visitors
The main ways to identify anonymous website visitors, from forms and logins to reverse IP lookup and identity graphs, plus what each one can and cannot do.
4 min readConsent and compliance
Read these before anyone on your team plans outreach.
A phone match is not SMS consent
Why a matched phone number from visitor identification cannot go into your text program, what consent requires, and what cannabis marketers can do instead.
4 min readConsent and complianceWhat we will and will not tell you about compliance
Our approach to visitor identification compliance: privacy disclosure, opt-outs, why a matched phone is not SMS consent, and where counsel comes in.
3 min readUsing your data
What to do once profiles start coming in.
What to do with identified visitors
Practical next steps after visitor identification: improve pages, judge channels, research accounts, and earn opt-ins without risky outreach.
4 min readUsing your dataPerson-level vs. company-level visitor identification
Person-level visitor identification names individuals, while company-level tools name businesses. Compare how each works and who needs which.
4 min readChoosing a tool
Compare your options, including us.
How to evaluate a visitor identification vendor
Questions to ask a visitor identification vendor about data sources, match quality, consent claims, and privacy, plus how to run a fair test.
4 min readChoosing a toolIdentity resolution vs. loyalty signups
Identity resolution and loyalty signups do different jobs. See what each offers a dispensary, why a signup can carry consent, and how to use both.
3 min readChoosing a toolIdentity resolution vs. retargeting
Retargeting shows ads to past visitors, while identity resolution shows who they may be. How the two differ for cannabis marketers facing ad limits.
3 min readChoosing a toolIdentity resolution vs. web analytics
Web analytics measures behavior in aggregate, while identity resolution tries to attach profiles to visits. See how they differ and why teams use both.
3 min readHow matching works
The technical side, in plain language.
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