Savio Destination


Savio enables B2B SaaS teams to centrally manage customer feedback so they can make better product decisions.

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

Getting Started

Before you start, make sure Savio 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 “Savio” in the Catalog, select it, and choose which of your sources to connect the destination to.
  3. Enter the “API Key” into your Segment Settings UI which you can find from your Savio dashboard.

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',
  name: 'John Doe',
  phone: '(555) 555-2219'
});

Identify calls will be sent to Savio creating a new Person if that person doesn’t already exist in Savio.io. If an existing person with the corresponding userId already exists in Savio the person will be updated.

For the person to be created or updated the userId must be included. Identify calls with just the anonymousId are not processed.

Once created you will be able to associate the Person with feedback in the Savio UI.

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",
});

Including the plan and mrr traits will allow you to filter feedback in Savio by plan and MRR.

analytics.group("0e8c78ea9d97a7b8185e8632", {
  name: "Initech",
  plan: "enterprise",
  mrr: 99
});

Group calls will be sent to Savio creating a new Company if that company doesn’t already exist in Savio. If an existing company with the corresponding groupId already exists in Savio the company will be updated.

In addition to creating or updating the company if an existing person with the associated userId is found in Savio that person will be linked to the matching company.

Once created you will be able to filter feedback based on companies, plans and MRR depending on the traits you send through.

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

Find your API Key here: https://www.savio.io/app/accounts/integration-settings

This page was last modified: 20 Oct 2020

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