Custify Destination


Custify’s Customer Success Platform is designed for B2B SaaS businesses and enables them to reduce their churn and increase customer lifetime value.

This destination is maintained by Custify. For any issues with the destination, contact their team.

NOTE: The Custify Destination is currently in beta, which means that they are still actively developing the destination. This doc was last updated on June 26, 2019. If you are interested in joining their beta program or have any feedback to help improve the Custify Destination and its documentation, let their team know!

Getting Started

  1. From your Segment UI’s Destinations page click on “Add Destination”.
  2. Search for “Custify” within the Destinations Catalog and confirm the Source you’d like to connect to.
  3. Drop in the “API Key” into your Segment Settings UI which you can find from your Custify Developer area.

Identify

If you’re not familiar with the Segment Specs, take a look to understand what the Identify method does. An example call would look like:

analytics.identify('userId123', {
  email: 'john.doe@example.com'
});

Identify calls will be sent to Custify as customers, with the userId being stored as Custify’s user_id. You can view the Customers by going to Customers > People in your Custify app interface.

Track

If you’re not familiar with the Segment Specs, take a look to understand what the Track method does. An example call would look like:

analytics.track('Clicked Login Button')

Track calls will appear in Custify as events with the same name, associated with the correct Company and Customer based on the Identify call.

Track calls require the identify call to be made in advance to be able to link the event to a customer.

To view the events, go to their linked Customer and they are displayed in the activity stream (when filtering the view by System > Events).

Group

If you’re not familiar with the Segment Specs, take a look to understand what the Group method does. An example call would look like:

analytics.group("0e8c78ea9d97a7b8185e8632", {
  name: "Initech",
  industry: "Technology",
  employees: 329,
  plan: "enterprise",
  "total billed": 830
});

Group calls will be sent to Custify as companies and the identified customer will be linked to the company. You can view Companies by going to Customers > Companies in your Custify app interface

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.

Settings

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

API Key

Go to Settings > Developer and copy your API key

Adding Custify to the integrations object

To add Custify to the integrations JSON object (for example, to filter data from a specific source), use one of the following valid names for this integration:

  • custify

  • Custify

This page was last modified: 09 Jun 2020

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