FunnelEnvy Destination


FunnelEnvy helps marketers optimize revenue by delivering personalized experiences and offers for every customer across their unique journey.

This destination is maintained by FunnelEnvy. For any issues with the destination, contact the FunnelEnvy Support team.

This document is about a destination which is in beta

This means that the FunnelEnvy Destination is in active development, and some functionality may change before it becomes generally available.

Implementation Prerequisite

FunnelEnvy works differently than other Segment destinations: It requires that customers include a native FunnelEnvy snippet on their page along with the Segment snippet.

The FunnelEnvy snippet can be found in your settings within FunnelEnvy which is found in Settings > Org Settings

Getting Started

Before you start, make sure FunnelEnvy 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 the Segment web app, click Catalog.
  2. Search for “FunnelEnvy” in the Catalog, select it, and choose which of your sources to connect the destination to.
  3. Head over to your FunnelEnvy integration settings and add “Segment Souce” as a source integration.
  4. Copy the “API Key” from the Segment Source integration in FunnelEnvy into your Segment Settings UI.

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'
});

FunnelEnvy will use the id sent in the identify call to associate individuals to other data sources and to attribute conversions to variations. Traits passed with identify calls will be sent to FunnelEnvy as attributes in the individual profile and will be available for segmentation and prediction. userId is a required field in the identify call.

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 be sent to FunnelEnvy as an event, which can be used for goal tracking as well as behavioral segmentation.


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 indicate 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

Log in to FunnelEnvy, navigate to Integrations left menu item. Under Sources, select and activate Segment and the API key will be visible.

This page was last modified: 20 Oct 2020

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