Survicate Destination

Survicate is a complete toolkit for customer feedback. From website optimization and customer satisfaction surveys to complex customer insight processes integrated with your email campaigns.

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

NOTE: The Survicate Destination is currently in beta, which means that they are still actively developing the destination. This doc was last updated on April 15, 2019. If you are interested in joining their beta program or have any feedback to help improve the Survicate Destination and its documentation, please let their team know!

Getting Started

The first step is to make sure Survicate 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 “Survicate” within the Destinations Catalog and confirm the Source you’d like to connect to.
  3. Drop in the “Workspace Key” into your Segment Settings UI which you can find from your Survicate Workspace Settings.

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',
  jobTitle: 'CEO',
  companySize: '50'
});

When you call Identify, we pass Segment traits as respondents’ attributes to Survicate. They can be used to trigger website surveys or filter survey results.

All traits passed in Identify calls will be available in Survicate - once you view a respondent profile or export survey data.

All camelCase attribute keys are translated to snake_case.

Attributes which are standardized in Survicate include: first_name, last_name, email, organization, department, job_title, phone, website, country, address_one, address_two, city, state, zip, fax, annual_revenue, employees

All object attributes will be flattened to attributes prefixed by object key. All array attributes will be omitted.

analytics.identify('1234', {
    address: {
        street: '6th St',
        city: 'San Francisco',
        state: 'CA',
        postalCode: '94103',
        country: 'USA'
    },
    categories: ['startup','SaaS']
});

The above described call creates following respondent’s traits in Survicate:

keyvalue
id1234
address_street6th St
address_citySan Francisco
address_stateCA
address_postal_code94103
address_countryUSA

Categories attribute is omitted as it is an array attribute.

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('group123', {
  name: 'Company Inc.'
});

All Group traits will be passed to respondent attributes with group_ prefix. All camelCase attribute keys are translated to snake_case. All object attributes will be flattened to attributes prefixed by object key. All array attributes will be omitted.

analytics.group('group123', {
    name: 'Company Inc.',
    address: {
        street: '6th St',
        city: 'San Francisco',
        state: 'CA',
        postalCode: '94103',
        country: 'USA'
    },
    categories: ['startup','SaaS']
});

The above described call creates the following respondent’s traits in Survicate:

keyvalue
group_idgroup123
group_nameCompany Inc.
group_address_street6th St
group_address_citySan Francisco
group_address_stateCA
group_address_postal_code94103
group_address_countryUSA

Categories attribute is omitted as it is an array attribute.

Sending survey answers to Segment

Once the Segment integration is enabled in Survicate Integrations tab, it starts sending track events from your client-side source. Here’s a sample call that will be triggered when a survey is answered.

analytics.track('survicate_survey_answered', {
  answer: 'Great suppport!',
  answer_type: 'text',
  question: 'What makes us stand out from the competition?',
  survey: 'Advantages Over Competition Research',
});

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