Savio Destination

Savio enables B2B SaaS teams to centrally managed customer feedback so they can make better product decisions.

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

NOTE: Savio is currently in beta, which means that they are still actively developing the product. This doc was last updated on February 22, 2019. If you are interested in joining their beta program or have any feedback to help improve the Savio Destination and its documentation, please let their team know!

Getting Started

The first step is to make sure Savio 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 “Savio” 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 from your Savio dashboard.

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',
  name: 'John Doe',
  phone: '(555) 555-2219'
});

Identify calls will be sent to Savio creating a new Person if that person doesn’t already exist in Savio.io. If an existing person with the corresponding userId already exists in Savio the person will be updated.

For the person to be created or updated the userId must be included. Identify calls with just the anonymousId are not processed.

Once created you will be able to associate the Person with feedback in the Savio UI.

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",
});

Including the plan and mrr traits will allow you to filter feedback in Savio by plan and MRR.

analytics.group("0e8c78ea9d97a7b8185e8632", {
  name: "Initech",
  plan: "enterprise",
  mrr: 99
});

Group calls will be sent to Savio creating a new Company if that company doesn’t already exist in Savio. If an existing company with the corresponding groupId already exists in Savio the company will be updated.

In addition to creating or updating the company if an existing person with the associated userId is found in Savio that person will be linked to the matching company.

Once created you will be able to filter feedback based on companies, plans and MRR depending on the traits you send through.


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

Find your API Key here: https://www.savio.io/app/accounts/settings

Adding Savio to the integrations object

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


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