Segment (Two-Way Integration)
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Table of Contents
Please note that installing through Segment and integrating with Segment are two separate actions. To install and integrate with Segment start with your installation, then enable this integration
If you use Segment throughout your platform, we highly recommend installing Appcues via your Segment integration. Installing through Segment will sync your Segment information (including user properties and events you collect from your own platform) to Appcues. Click here to learn how to install Appcues via Segment.
After installing through Segment, you'll want to complete this integration for a two-way effect where Appcues sends data and events back into Segment.
Why integrate with Segment?
Segment is a powerful tool that collects your user data and pushes it into other specialized tools so your team and company can make the most of the information you all share. Integrating Appcues with Segment adds your Appcues data (which users have/haven't seen, completed, and interacted with your flows) into the mix. This integration can also send Appcues data into other tools you've integrated with, like Mixpanel, Heap, and Google Analytics.
Appcues events will automatically be synced to your Segment account, then sent off to your other Segment integrations. The best place to see this information is in the Segment Debugger or in your Schema, the latter of which looks something like this:
What data is sent from Appcues to Segment?
The following events are sent from Appcues to Segment when the integration is enabled: flow events, form events, NPS events, checklist events, pin events, and custom events.
What you'll need
- A Segment account and Appcues account, both fully installed on your app across the same pages and domains
How to use this integration
First, install Appcues via Segment here. Clicking Install will redirect you to Segment where you can choose what data you would like to send into Appcues. This is the information you'll use to target flows to your users.
To send Appcues data back to Segment, go to your Appcues Integrations page, hover over the Segment integration, and select Activate.
To send Appcues data into other tools that (1) receive Appcues data and (2) that you use with Segment ( see a list here), enable these integrations directly in Segment.
Deleting the Segment integration
To disable your Segment integration, return to the account integrations page. Hover over the Segment integration and select Deactivate.
Then in Segment, visit your Settings for Appcues and Delete this source. You can also remove the API keys.
NOTE: The client side of Segment does engage directly with Appcues. Turning on the installation through Segment tells Segment to load the Appcues library. If you were to look, for instance, at network calls after Appcues has been installed, you'll see both XHR calls to Segment and WebSocket messages sent directly to Appcues. That means you'll also be able to call any methods from the Appcues SDK from the console.