ChurnZero Destination

ChurnZero is a real-time Customer Success platform that helps subscription businesses fight churn, expand current accounts, increase product adoption and optimize the customer experience.

This destination is maintained by ChurnZero. For any issues with the destination, please reach out to their team.

NOTE: ChurnZero is currently in beta, and this doc was last updated on February 12, 2019. This means that there may still be some bugs for us to iron out and we’re excited to hear your thoughts. If you are interested in joining or have any feedback to help us improve the ChurnZero Destination and its documentation, please let us know!

Getting Started

The first step is to make sure ChurnZero supports the source type and connection mode you’ve chosen to implement. You can learn more about what dictates the connection modes we support here.

WebMobileServer
📱 Device-mode
☁️ Cloud-mode
  1. From your Segment UI’s Destinations page click on “Add Destination”.
  2. Search for “ChurnZero” 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 within ChurnZero under Admin > Application Keys. Please be sure you are providing the key for your Production instance of ChurnZero.
  4. Once you’ve completed Steps 1-3, notify your ChurnZero Implementation Specialist or Customer Success Manager. The ChurnZero team will finalize your set-up for you. Please note that you must also provide your Implementation Specialist or CSM with your company’s Segment Implementation Requirements.

Identify

If you haven’t had a chance to review our spec, please take a look to understand what the Identify method does. An example call would look like:

analytics.identify('userId123', {
  accountExternalId: '12345678',
  contactExternalId: 'john.smith@company.com'
});

Identify calls will match to Accounts and Contacts in ChurnZero when you pass the accountExternalID and the contactExternalID as traits.

Track

If you haven’t had a chance to review our spec, please 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 ChurnZero as in-app actions (ie. Events), associated with the correct Account and Contact based on the Identify call.


Personas

You can send computed traits and audiences generated through Segment Personas to this destination as a user property. To learn more about Personas, reach out for a demo.

For user-property destinations, an identify call will be sent to the destination for each user being added and removed. The property name will be the snake_cased version of the audience name you provide with a true/false value. For example, when a user first completes an order in the last 30 days, we will send an identify call with the property order_completed_last_30days: true, and when this user no longer satisfies we will set that value to false.

When the audience is first created an identify call is sent for every user in the audience. Subsequent syncs will only send updates for those users which were added or removed since the last sync.

Settings

Segment lets you change these destination settings via your Segment dashboard without having to touch any code.

API Key

You can find it under the side nav bar, Admin -> Application Keys section.

Adding ChurnZero to the integrations object

To add ChurnZero to the integrations JSON object (for example, to filter data from a specific source), use one of the 2 valid names for this integration:
  • Churnzero
  • ChurnZero


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