ClientSuccess Destination


This destination is maintained by ClientSuccess.

Getting Started (for CSMs)

If your engineers have already set up Segment, adding Segment data to ClientSuccess is straightforward. All you need to do is turn on the destination.

To turn on the destination, do the following:

  1. Go to the Segment destinations catalog and toggle on ClientSuccess.
  2. Add your ClientSuccess Source Id and ClientSuccess API Key (these can be found within ClientSuccess under the top right menu, Apps & Integrations > Usage).

Note: Because ClientSuccess focuses on group level events, you must pass group information before your events will show up. If you turn on the ClientSuccess destination in Segment and don’t see events in ClientSuccess after 24 hours, it may be that your engineers need to send group information to Segment using Segment’s group call.


Getting Started (for Developers)

ClientSuccess supports the identify, group, track, and page methods of Segment.

The group method is required for any data to stick in ClientSuccess. Any track and page events fired before the group method is called for a particular user, will be lost.

Identify

When you identify a user, Segment will pass that user’s information to ClientSuccess with userId as an external user Id for ClientSuccess usage. ClientSuccess uses the following of Segment’s standard user profile fields (in parentheses):

  • firstName (first_name)
  • lastName (last_name)

All other traits will be sent to ClientSuccess as custom attributes and may be ignored.

Track

When you track an event, Segment will send that event to ClientSuccess as a custom event.

Page

When you track a page event, Segment will send that event to ClientSuccess as a custom event.

Group

When you call group, Segment will send that group’s information to ClientSuccess with groupId as the id and name as the group name. Both groupId and name are required for ClientSuccess.

Personas

You can send computed traits and audiences generated using Segment Personas to this destination as a user property. To learn more about Personas, contact us for a demo.

For user-property destinations, an identify call is sent to the destination for each user being added and removed. The property name is the snake_cased version of the audience name, with a true/false value to indicade membership. For example, when a user first completes an order in the last 30 days, Personas sends an Identify call with the property order_completed_last_30days: true. When the user no longer satisfies this condition (for example, it’s been more than 30 days since their last order), Personas sets that value to false.

When you first create an audience, Personas sends an Identify call for every user in that audience. Later audience syncs only send updates for users whose membership has changed since the last sync.

Supported Sources and Connection Modes

Before you start, make sure ClientSuccess supports the source type and connection mode you’ve chosen to implement. You can learn more about connection modes here.

Web Mobile Server
📱 Device-mode
☁️ Cloud-mode

Segment offers an optional Device-based Connection Mode for Mobile data going to ClientSuccess, so that you can use ClientSuccess features that collect data directly from the mobile device. To do this, you must package the Segment-ClientSuccess mobile SDK with the Segment mobile library.

Settings

Segment lets you change these destination settings from the Segment app without having to touch any code.

API Key

You can find your API key in ClientSuccess under the top right menu, Apps & Integrations > Usage

Project Id

You can find your Project Id in ClientSuccess under the top right menu, Apps & Integrations > Usage

This page was last modified: 12 Jun 2020

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