The Challenge: Retention Without Precision
By default, e-records begin recording from the moment a user lands on your page. That is useful, but not every session is worth keeping.
In many real-world flows, meaningful user intent is only established at a specific point in the journey:
- When a user submits an email
- When a phone number is entered
- When a multi-step form reaches a key milestone
Retaining every single e-record can quickly become inefficient, while manually deciding what to retain introduces operational overhead and inconsistency.
The Solution: Domain-Level Auto-Retain Rules
Auto-Retain gives you fine-grained control over retention behavior at the domain level, without requiring any client-side logic or custom code.
When configuring a domain in Evidora, you will now find a dedicated section called:
Auto-Retain Rules
Within this section, you can define exactly how e-records should be retained. See our docs for more specifics.
How It Works
Auto-Retain operates based on simple, configurable rules:
1. Enable or Disable Auto-Retain
You can toggle Auto-Retain on or off per domain.
- Disabled: retention behaves manually or based on your existing workflow
- Enabled: rules are applied automatically to all incoming sessions
2. Choose Your Retention Strategy
Once enabled, you have two primary options:
Retain Immediately (On Creation)
Every e-record is retained as soon as it is created.
This is useful for:
- High-risk flows
- Compliance-heavy environments
- Scenarios where every interaction matters
Retain Conditionally (Event-Based)
Retention can be triggered based on specific user actions:
- Email submit
- Phone submit
- Or both
This allows you to retain only the e-records that reach a meaningful point in the user journey.
Auto-Retain is particularly powerful for multi-step or progressive forms.
In a typical flow:
- A user lands on the page
- The e-record starts recording immediately
- The user progresses through steps
- A key event occurs, such as submitting an email
With Auto-Retain configured, the system will:
- Monitor the session automatically
- Detect the configured trigger event
- Retain the e-record at that exact moment
No additional instrumentation. No custom logic. No edge case handling on your end.
Auto-Retain is designed for how modern funnels actually behave:
- Multi-step lead forms
- Progressive data capture flows
- Conditional user journeys
Instead of retaining everything or relying on manual decisions, you define what matters, and Evidora enforces it consistently.
Zero Code, Fully Automated
One of the key advantages of Auto-Retain is that it requires no implementation changes on your frontend.
Once rules are defined at the domain level:
- The embedded Evidora script recognizes the configuration
- Trigger conditions are evaluated in real time
- Retention happens automatically
This keeps your integration simple while giving you precise control over your data.