Survicate Destination


Survicate is a complete toolkit for customer feedback. From website optimization and customer satisfaction surveys to complex customer insight processes integrated with your email campaigns.

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

This document is about a destination which is in beta

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

Getting Started

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

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',
  jobTitle: 'CEO',
  companySize: '50'
});

When you call Identify, we pass Segment traits as respondents’ attributes to Survicate. They can be used to trigger website surveys or filter survey results.

All traits passed in Identify calls will be available in Survicate - once you view a respondent profile or export survey data.

All camelCase attribute keys are translated to snake_case.

Attributes which are standardized in Survicate include: first_name, last_name, email, organization, department, job_title, phone, website, country, address_one, address_two, city, state, zip, fax, annual_revenue, employees

All object attributes will be flattened to attributes prefixed by object key. All array attributes will be omitted.

analytics.identify('1234', {
    address: {
        street: '6th St',
        city: 'San Francisco',
        state: 'CA',
        postalCode: '94103',
        country: 'USA'
    },
    categories: ['startup','SaaS']
});

The above described call creates following respondent’s traits in Survicate:

key value
id 1234
address_street 6th St
address_city San Francisco
address_state CA
address_postal_code 94103
address_country USA

Categories attribute is omitted as it is an array attribute.

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('group123', {
  name: 'Company Inc.'
});

All Group traits will be passed to respondent attributes with group_ prefix. All camelCase attribute keys are translated to snake_case. All object attributes will be flattened to attributes prefixed by object key. All array attributes will be omitted.

analytics.group('group123', {
    name: 'Company Inc.',
    address: {
        street: '6th St',
        city: 'San Francisco',
        state: 'CA',
        postalCode: '94103',
        country: 'USA'
    },
    categories: ['startup','SaaS']
});

The above described call creates the following respondent’s traits in Survicate:

key value
group_id group123
group_name Company Inc.
group_address_street 6th St
group_address_city San Francisco
group_address_state CA
group_address_postal_code 94103
group_address_country USA

Categories attribute is omitted as it is an array attribute.

Sending survey answers to Segment

Once the Segment integration is enabled in Survicate Integrations tab, it starts sending track events from your client-side source. Here’s a sample call that will be triggered when a survey is answered.

analytics.track('survicate_survey_answered', {
  answer: 'Great suppport!',
  answer_type: 'text',
  question: 'What makes us stand out from the competition?',
  survey: 'Advantages Over Competition Research',
});

Settings

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

Workspace Key

You can retrieve your Workspace Key from your Survicate Workspace Settings.

This page was last modified: 20 Oct 2020



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