Elevio Destination


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Elevio is a continuous user education platform that makes your product easier to learn and use. It helps your organization increase user engagement through up-skilling and education while reducing support loads and customer churn. The Elevio Destination is open-source. You can browse the code on GitHub.

This document was last updated on 31 July, 2018. If you notice any gaps, out-dated information or simply want to leave some feedback to help us improve our documentation, let us know!

Getting Started

Before you start, make sure Elevio 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
  1. From your Segment UI’s Destinations page click on “Add Destination”.
  2. Search for “Elevio” within the Destinations Catalog and confirm the Source you’d like to connect to.
  3. Drop in your “Account ID” from your Elevio’s Installation page under “Install via Code Snippet”. You can also use Elevio’s “Install with Segment” workflow from the same page.
  4. Ensure that you have Elevio’s Assistant enabled from your Settings.

  5. In about 45 minutes the CDN will be updated and Elevio’s snippet will be initialized onto your page.

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({
  name: 'Peter Gibbons',
  email: 'pgibbons@example.com',
  plan: 'developer'
});

Passing in the name, email and plan traits allows you to send the user’s information to Elevio and use the access control feature to restrict article access based on the email domain or plan, as well as identifying customers with live chat.

Settings

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

Account Id

You can find your account ID on your elevio widget settings page.

This page was last modified: 12 Jun 2020

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