Refiner Destination

Refiner is a user qualification and lead scoring platform for B2B SaaS companies with a free trial or freemium model. Refiner helps self-service SaaS providers to identify and convert more high-revenue accounts.

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

NOTE: The Refiner Destination is currently in beta, which means that they are still actively developing the destination. This doc was last updated on April 24, 2019. If you are interested in joining their beta program or have any feedback to help improve the Refiner Destination and its documentation, please let their team know!

Getting Started

The first step is to make sure Refiner 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 “Refiner” 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 in the settings of your Refiner dashboard.

Page

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

analytics.page('Home')

Page calls will be seen by Refiner like a ping event. Please note that Refiner uses these events to keep track on how long a user stayed on your website or was connected to your app. We do not store the page name or URL on our side. If you want to track specific page views for your users, please use the track method described below.

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'
});

Identify calls will be sent to Refiner as an identifyUser event.

Group

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

analytics.group("0e8c78ea9d97a7b8185e8632", {
  name: "Initech", 
  industry: "Technology",
  employees: 329, 
  plan: "enterprise", 
  "total billed": 830
});

Group calls are the equivalent of providing an account object in a identifyUser call at Refiner.

All identified user and groups will show up in the Accounts List in the Refiner app. You can click on any listed account to see what data we stored, how this affected their customer fit score, as well as what events we received.

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 Refiner as a trackEvent event. Please note that Refiner doesn’t store the attributes sent alongside an event.


If you have any questions, or see anywhere we can improve our documentation, please let us know!