Who can use this feature?
- All roles with access level "high"
- Available on all plans
A Segment integration allows your team to stream your customers' usage events to Catalyst. Once connected, Catalyst teams can:
- Use calculated fields to create engagement benchmarks (e.g. MAU, WAU) to understand customer behavior
- Create expansion indicators based on customer product usage
- Get a richer picture of renewal risk by enriching health score with usage data
- Run usage playbooks and measure their impact
- Automatically move customers to the next stage in Journey Builder when product adoption stage goals are met
Connect your Segment account
Connect your Segment and Catalyst accounts using a built-in webhook destination. The webhook can handle a range from a 50 rate per second (rps) to 3000 rps; events to a Segment webhook destination are commonly replayed at 500 rps (optimal).
Segment integration using historical backfill requires a non-free Segment business plan.
-
Within Catalyst, navigate to Settings > Integrations.
-
Locate Segment from the list of inactive integrations, and click + Add.
A webhook endpoint auto-generates for your instance. - Copy the endpoint to your clipboard.
- Within Segment, cick Connections > Destinations, and click + Add Destination.
- Search for "Webhooks (Actions)," and click to open (under search results).
- Click Configure Webhooks (Actions).
- Select one Data Source (consult your Segment admin) and click Next.
- Provide a Destination Name, select “Fill in settings manually”, and click Create Destination.
- Click on the Mappings subtab, click + New Mapping, and add a new Send mapping.
- In step 1 (select events to map and send), follow these mappings and ensure you change from all to any.
- In Step 3 (select mappings), insert the webhook URL in the first input. Make sure there are no spaces/returns before or after the webhook url.
- Click Save.
- After saving, toggle Status of this mapping to Enabled.
- Navigate to Settings subtab and toggle Enabled Destination before clicking Save Changes.
- (Optional) After an hour, you can monitor the Event Delivery subtab to see if events are being sent properly.
Your data will begin syncing to Catalyst (see below). Further manipulate Segment data with calculated fields.
Map Segment events to Catalyst fields
After you have connected Segment to Catalyst, you can begin mapping events to Catalyst using product usage calculated fields at the account and contact object-level.
How Segment integration works
- Catalyst supports these Segment call types: Identify and Track
- Events are matched to your customer accounts and contacts in Catalyst using email address and email domain
- Catalyst syncs events on an hourly basis, but the data may take 3-5 hours to be visible within Catalyst
- Catalyst does not currently create new contact records on the contact object for any unmatched contacts
- Catalyst ingests all of your Segment historic data; access to your data look-back depends on the calculated field (“Product Events” object type) configuration