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Using Segment as a Source & Destination in FunnelEnvy
Using Segment as a Source & Destination in FunnelEnvy

FunnelEnvy's integration allows Segment customers to use their customer data structured data for audiences and in PRO campaigns.

Arun Sivashankaran avatar
Written by Arun Sivashankaran
Updated over a week ago

With this integration FunnelEnvy customers that use Segment to centralize their customer and revenue journey data can use it to power audiences and predictive PRO campaigns.

FunnelEnvy's integration includes both Source and Destination components and supports the following use cases:

  • Using Segment Raw data for PRO campaign & variation predictions

  • Segmentation with traits passed through Segment identify calls

  • Behavioral segmentation from Segment track events

  • Sending active campaign & variation data to Segment

  • Goal triggering from Segment track events

Configuring the integration with Segment

Configuring Segment as a Source in FunnelEnvy
Both FunnelEnvy and Segment use similar source and destination terms, so keep in mind that this integration in this case FunnelEnvy is a Segment Destination and Segment is a FunnelEnvy Source.

To enable this integration go into the Integrations section, and select "Add Source" and select the "Segment Source" integration.

Copy the API Key displayed in the integration details, check the "Active" checkbox and save the integration.

That's it! FunnelEnvy will start tracking identify calls and associated traits from Segment.

Configuring FunnelEnvy as a Destination in Segment

In Segment search for an add the FunnelEnvy destination. In the settings you'll need to add the API key that you copied in the "Configuring Segment as a Source in FunnelEnvy" step.

Save the destination and you're done. Identify calls and track events and associated
traits / properties will be flowing from your source to Segment.

Configuring Segment as a Destination in FunnelEnvy
FunnelEnvy can be configured to send activated campaign & variation data to Segment. To enable this you'll need to configure Segment as a Destination.

Note: There is no corresponding setup required within Segment to enable this integration.

Head over to the integrations section and click on "Add Destination". From the list select Segment and within the integration details panel check the "Active" checkbox and save.

You're done. The FunnelEnvy snippet will send over active campaign & variation data to Segment via the client Javascript snippet. FunnelEnvy will make the following track call on variation activation:

analytics.track('Variation Activated', {
  campaignId: {Campaign Id},  
  campaignName: {Campaign Name},  
  variationId: {Variation Id},  
  variationName: {Variation Name},  
  decisioning: {'predicted' || 'holdback'}

Using Raw Segment Data for Predicting Variations

Once the Segment Source integration is configured as described above, raw Segment data will automatically flow to the predictive model and be used for variation predictions in PRO campaigns without additional configuration.

If conditions or goals are created as described below these will also be used in the predictive model.

Creating Conditions from Segment Identify Traits

To create a condition from traits passed through Segment identify call go to Audiences in FunnelEnvy, and click on the conditions tab. Click on the "Add Condition" button and select "Segment Source" as the provider.

In the condition rule builder you'll be able to create rules from any traits that have been passed to FunnelEnvy from Segment.

Segment Source conditions, like other FunnelEnvy conditions can be used in audiences for campaign targeting and cross-channel integration.

Creating Conditions with Segment Track Events

With the Segment source integration Segment track events will be mapped to FunnelEnvy events. Creating conditions from these events can then be done with the FunnelEnvy Behavioral condition builder.

Creating Goals from Segment Events

Since Segment track events become FunnelEnvy events, they can be used for goal tracking like any other events. Once the Segment Source integration is configured create a Goal and enter the relevant event name to trigger the goal.

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