Integrate Wingify with Segment

This article covers the following:

• Overview
• Before You Begin
• Create a Segment connection in Wingify
  • Send Campaign Data to Segment
    • Specifications of Campaign Data Sent to Segment
    • Verify Wingify Campaign Data Sent to Segment
    • Track Revenue Conversion for Non-Data360 Accounts
  • Import Audiences from Segment
    • Target a Campaign Using Segment Audiences
• Import Events and Attributes from Segment into Wingify

Overview

Segment is a customer data platform (CDP) that helps every team access clean and reliable customer data to make real-time decisions, accelerate growth, and personalize experiences. It helps companies harness first-party customer data by offering a complete toolkit to standardize data collection, unify user records, and route customer data into any system where it’s needed.

Integrating Wingify with Segment enables data transfer in both directions:

• Outbound transfer of campaign data from Wingify to Segment. For example, you may analyze the performance of visitors tagged to different versions of a campaign in Wingify further along different metrics that are available in Segment.
• Inbound transfer of data from Segment to Wingify enables you to do the following:
• Sync the Segment audiences and use them for targeting your campaigns in Wingify. For example, you might have an audience group in Segment that categorizes returning visitors who abandoned their carts. Target this audience to run a campaign in Wingify using the Wingify-Segment integration.

• Receive the events and attributes that you have already created in Segment directly into the Wingify Data360 module that can be saved and applied to your Wingify campaigns. These events and attributes appear under the UNREGISTEREDEVENTS and the UNREGISTERED ATTRIBUTES sections, respectively. You need to save these values to Wingify to be used further in the campaigns in Wingify.

Before You Begin

• You have an active Segment account.
• The Segment analytics code and the Wingify SmartCode are implemented on your webpage.

Create a Segment connection in Wingify

To create a Segment connection in your Wingify account:

1. Log in to your Wingify account.
2. From the left panel of your Wingify dashboard, go to Configurations > Integrations.
3. Click the Segment integration tile and click Create Connection.
4. Select the type of connection you want to configure:
• Send campaign data to Segment: To push Wingify campaign data to Segment.
• Import Audiences from Segment : To use Segment audiences for targeting in Wingify.

All configured connections appear under the Config > Active Connections section on the Segment integration page.

Send Campaign Data to Segment

Use this connection type to send Wingify campaign and variation data to Segment for reporting and analysis.

To configure the connection:

1. Click Create Connection and select Send campaign data to Segment.
2. Enter a name in the Connection Name field.
3. Under Send experiments data as, select one of the following options:

• Track call – Sends campaign data to Segment using a Track call.
• Identify call – Sends campaign data to Segment using an Identify call.
• Both – Sends campaign data using both Track and Identify calls.

4. Click Create Connection.

Note: Creating the connection does not automatically enable it for your campaigns. To start sending campaign data, navigate to Web Experimentation, open the required campaign, go to Configuration > Integrations, and select Segment.

Specifications of Campaign Data Sent to Segment

When a visitor becomes part of a campaign, Wingify sends the following campaign data to Segment:

Event name: wingify

Properties

campaign_id: {CAMPAIGN_ID}
variation_id: {VARIATION_ID}
campaign_name: {CAMPAIGN_NAME}
variation_name: {VARIATION_NAME}
user_id: {USER_ID}
target_id: {TRIGGER_ID}
target_name: {TARGET_NAME}

Note: The target_id and target_name properties are optional and may be available only when using the Personalize Holdback feature.

Verify Wingify Campaign Data Sent to Segment

After setting up the integration, you can check the transmission of your Wingify data to Segment by accessing the Segment dashboard and going to Sources and then to the source installed on your website. The Debugger tab features the list of calls that you have received from Wingify, along with the other events.

You can click the calls to view the respective information that is contained in them.

Track Revenue Conversion for Non-Data360 Accounts

If you have a non-Data360 account, you can send your revenue conversion data from Segment to Wingify by selecting the Track revenue conversion goal in Wingify option in Create Connection. This removes the need to create a revenue tracking goal individually for each of the campaigns. Upon enabling this option, the following code snippet appears:

analytics.track('Order Completed', {
total: 25
});

Here, Order Completed is Segment’s e-commerce revenue track event, total is the event property, and 25 is the default value of the event property, i.e., the value of the revenue that got converted. You can replace the value of the event property with the revenue variable that displays the value corresponding to each conversion.

Import Audiences from Segment

Feature Availability: Available starting with the Wingify Pro plan.

Use this connection type to import Segment audiences into Wingify for campaign targeting.

To configure the connection:

1. Click Create Connection and select Import Audiences from Segment.
2. Enter a name in the Connection Name field and click Create Connection.
3. Before adding audiences, you must first connect your Segment audience with the VWO Cloud Mode (Actions) destination from your Segment account:
4. From the Segment dashboard, navigate to Engage > Audiences and select the audience you have created.
5. Under the Destinations section, click Add Destination.
6. In the Add destination popup, select the VWO Cloud Mode (Actions) destination.

1. In the VWO Cloud Mode (Actions) popup that appears, enable Send Track under Connection settings to facilitate the use of your Segment audiences in Wingify.
2. Click Save.

Note: Segment audiences are populated in Wingify only after your website receives a visitor when you connect the VWO Cloud Mode (Actions) destination.

1. Once the Segment-side setup is complete, click Add Audiences under the Audiences Synced column.
2. In the Add Segment Audience pop-up, enter the name of the Segment audience in the search bar or directly select from the list of audiences that are displayed.

Note: To view the list of Segment audiences, ensure you have successfully connected with the VWO Cloud Mode (Actions) destination.

3. Click Add.

Note: The name of the Segment audiences may appear in a different case, as Wingify fetches them by their respective IDs.

Wingify takes about 24 hours to sync Segment audience data after an addition. Post that, it syncs every 24 hours. However, you can manually sync the data at any time by clicking on Sync all or sync an individual audience by clicking on the corresponding vertical ellipsis (⋮) > Sync.

Note: Data synced in Wingify has a lag duration of an hour. For example, if the data is synced at 4 pm, the system receives all the data that had been collected up till 3 pm.

Target a Campaign Using Segment Audiences

Once you have imported the audiences from your Segment account into Wingify, you can put them to use in your campaigns to target the visitors that qualify the conditions specified in your Segment audiences.

To do this, perform the following steps:

1. Log in to your Wingify account.
2. Go to Web Experimentation and select your campaign.
3. On the Configuration page, go to Targeting. Under Segments, select Custom Segment.
4. In the segment builder, select Segment Audience from the first dropdown, select the operator from the second dropdown, and select the required audience from the -Select- dropdown.
5. To add multiple conditions, click Add another condition. Also, you can define the logical relationship between the different conditions using the and/or operators and use brackets to organize the segment condition. Once done, click Save Segment.
6. In the popup that appears, enter a Segment Name, optionally add a description, and click Save.
7. Click Apply to apply the segment to the campaign.

Import Events and Attributes from Segment into Wingify

Upon enabling the Segment connection via VWO web mode (for client-side website) / VWO cloud mode (server side), the event and attribute data from Segment starts streaming into your Wingify account. These events and attributes appear under the UNREGISTERED EVENTS and UNREGISTERED ATTRIBUTES sections respectively. The events and attributes imported from Segment can be identified by the name tagged to them. They appear in the format - segment.<name of the event/attribute>. For example, segment.HeatmapAllClicksSelect.

In order to use these events and attributes in your campaigns, you need to save them to your Wingify account. The procedure to save an unregistered event or an attribute is the same and is as follows:

1. Under the UNREGISTERED EVENTS / UNREGISTERED ATTRIBUTES section, click the imported event/attribute.
2. Click the Register Event / Register Attribute button to save the event/attribute to your Wingify account.

1. The event properties with data types other than Text, Number, and Boolean are discarded automatically.
2. If you’re on the Growth plan for Data360, you are allowed to register events with only one property each. Thereby, the Register Event / Register Attribute button will not be enabled for events with multiple properties. In such cases, you can retain one of the properties and delete the rest.
3. Once done, the event/attribute gets transferred to the MY EVENTS / MY ATTRIBUTES section.

Now, you can use the event/attribute to construct a metric to track conversions or a custom visitor segment to target your campaign or filter your campaign reports.

Need more help?

For further assistance or more information, contact Wingify Support.