PersistIQ Destination

PersistIQ is the easiest sales engagement software to use. Sales teams use PersistIQ to connect with more prospects using targeted emails, calls, and tasks.

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

NOTE: The PersistIQ Destination is currently in beta, which means that they are still actively developing the destination. This doc was last updated on February 28, 2019. If you are interested in joining their beta program or have any feedback to help improve the PersistIQ Destination and its documentation, please let their team know!

Getting Started

The first step is to make sure PersistIQ 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 “PersistIQ” 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 at the bottom of your PersistIQ Integrations page.

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'
});

You can pass in an email and unsubscribed (with a value of true) in an identify call. If the email address matches an email present in PersistIQ, that prospect will be marked as opted out. Here is an example of how to do that:

analytics.identify('userId123', {
  email: 'john.doe@segment.com',
  unsubscribed: true
});

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

Click your initials in the bottom left of the page, click Integrations, and scroll to the bottom of the page.

Adding PersistIQ to the integrations object

To add PersistIQ to the integrations JSON object (for example, to filter data from a specific source), use one of the 1 valid names for this integration:
  • PersistIQ


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