FunnelEnvy Destination

FunnelEnvy Predictive Revenue Optimization (PRO) helps marketers optimize revenue by delivering hyper-personalized experiences for every customer across their unique journey.

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

NOTE: The FunnelEnvy Destination is currently in beta, which means that they are still actively developing the destination. This doc was last updated on September 13, 2019. If you are interested in joining their beta program or have any feedback to help improve the FunnelEnvy Destination and its documentation, please let their team know!

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

The first step is to make sure FunnelEnvy 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-based
☁️ Cloud-based
  1. From your Segment UI’s Destinations page click on “Add Destination”.
  2. Search for “FunnelEnvy” within the Destinations Catalog and confirm the Source you’d like to connect 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 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', {
  email: 'john.doe@segment.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 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 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 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

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



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