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Segment Documentation - Setup & Data Integration
<!DOCTYPE html> <html> <head> <title>Segment Documentation - Setup & Data Integration</title> <meta content="Segment Documentation - Setup & Data Integration" property="og:title"/> <meta content="Segment Documentation - Setup & Data Integration" property="twitter:title"/> <meta content="How to setup Segment integration in real-time with all your tools via Hull’s customer data platform." name=description /> <meta content="How to setup Segment integration in real-time with all your tools via Hull’s customer data platform." property="og:description"/> <meta content="How to setup Segment integration in real-time with all your tools via Hull’s customer data platform." property="twitter:description"/> <meta content="https://www.hull.io/assets/images/logo/logo_dark@2x.png" property="og:image"/> <meta content="https://www.hull.io/assets/images/logo/logo_dark@2x.png" property="twitter:image"/> <meta content=company property="og:type"/> <meta content="Hull.io" property="og:site_name"/> <meta content=1510090487 property="twitter:account_id"/> <link href="https://www.hull.io/docs/connectors/segment/" rel=canonical /> <meta charset=utf-8 /> <meta content="width=device-width, initial-scale=1, user-scalable=no" name=viewport /> <meta content=loaM7YOJ7ZcjFGtSEk_OZnrRynDHqQWtja2hHbCkOoo name=google-site-verification /> <link href="/ico/favicon.ico" rel="shortcut icon" type="image/ico"/> <link href="/ico/apple-icon-57x57.png" rel=apple-touch-icon sizes=57x57 /> <link href="/ico/apple-icon-60x60.png" rel=apple-touch-icon sizes=60x60 /> <link href="/ico/apple-icon-72x72.png" rel=apple-touch-icon sizes=72x72 /> <link href="/ico/apple-icon-76x76.png" rel=apple-touch-icon sizes=76x76 /> <link href="/ico/apple-icon-114x114.png" rel=apple-touch-icon sizes=114x114 /> <link href="/ico/apple-icon-120x120.png" rel=apple-touch-icon sizes=120x120 /> <meta content="/ico/ms-icon-144x144.png" name=msapplication-TileImage /> <meta content="#ffffff" name=msapplication-TileColor /> <meta content="#ffffff" name=theme-color /> <link href="/ico/apple-icon-144x144.png" rel=apple-touch-icon sizes=144x144 /> <link href="/ico/apple-icon-152x152.png" rel=apple-touch-icon sizes=152x152 /> <link href="/ico/apple-icon-180x180.png" rel=apple-touch-icon sizes=180x180 /> <link href="/ico/ios.png" rel=apple-touch-icon-precomposed /> <link color="#242A33" href="/ico/icon.svg" rel=mask-icon /> <link href="/ico/android-icon-192x192.png" rel=icon sizes=192x192 type="image/png"/> <link href="/ico/favicon-32x32.png" rel=icon sizes=32x32 type="image/png"/> <link href="/ico/favicon-96x96.png" rel=icon sizes=96x96 type="image/png"/> <link href="/ico/favicon-16x16.png" rel=icon sizes=16x16 type="image/png"/> <link href="/assets/css/styles.css" rel=stylesheet /><script src="https://js.hull.io/0.10.0/hull.js.gz" id=hull-js-sdk data-platform-id=558979b4f59837f6160003c9 data-org-url="https://super.hullapp.io"></script><script src="/assets/js/app.js"></script> <meta name="ahrefs-site-verification" content="236265544476bced7a80b6a55282ff20c682e3428f2edeedbd881e1caac428ac"></head> <body class=background-grey> <noscript><iframe src="https://www.googletagmanager.com/ns.html?id=GTM-KVQMM9R" height=0 width=0 style="display:none;visibility:hidden"></iframe></noscript> <div class="page__background page__background__light_grey"></div> <div class=page--docs> <div class="navbar--sticky navbar--full"> <div class=nav-sticky-container data-sticky-container=""> <div class=sticky data-options="marginTop:0;" data-sticky="" data-top-anchor=0> <div class=page__banner--static> <a class=page__banner__link href="/faq"> <div class="row small-collapse"> <div class="column small-12 medium-10 small-centered banner__content"> <p> Hull is now part of MessageBird and is no longer accepting new customers on Hull.io. 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src="https://hull-repl.herokuapp.com/logo@2x.png"/>REPL - Interactive Commandline</a> </li> </ul> <hr/> </div> <h4 class=nav--docs__sidebar__title> </h4> <div id=main-nav> <div class=nav--docs__content--desktop> <ul> <li> <a href="#segment-connector">Segment Connector</a> <ul> <li> <a href="#getting-started">Getting Started</a> </li> <li> <a href="#features">Features</a> </li> <li> <a href="#specify-the-users-who-are-getting-sent-to-segment">Specify the Users who are getting sent to Segment</a> </li> <li> <a href="#determine-the-attributes-to-send-to-segment-hull-as-source">Determine the attributes to send to Segment (Hull as Source)</a> </li> <li> <a href="#determine-the-events-to-send-to-segment-hull-as-source">Determine the events to send to Segment (Hull as Source)</a> </li> <li> <a href="#store-page-calls">Store Page Calls</a> </li> <li> <a href="#store-screen-calls">Store Screen Calls</a> </li> <li> <a href="#handle-groups-as-accounts">Handle Groups as Accounts</a> </li> <li> <a href="#manually-set-up-hull-as-destination-in-segment">Manually set up Hull as Destination in Segment</a> </li> <li> <a href="#how-to-obtain-the-write-key-from-segment">How to obtain the Write Key from Segment</a> </li> </ul> </li> </ul> </div> </div> </aside> <div class="column medium-8 content--docs end"> <div class="row column content--docs__header header--internal"> <h1 class=header__title> <img class=content--docs__header__image src="https://segment.hull.io/logo@2x.png"/>Segment Connector Documentation <small>Complete control over your customer data with Hull and Segment</small> </h1> <hr/> </div> <div class="row column content--docs__mapping"> <h4 class="header__subtitle text-center mb-2 mt-2"> Segment to Hull Mapping </h4> <h4 class=connector__mapping__title> <img class=connector__mapping__logo src="https://segment.hull.io/logo@2x.png"/><img class=connector__mapping__chevron src="https://d33wubrfki0l68.cloudfront.net/be35a4e6e424e41ddc02dbf418d8f8acccdf2a9d/a646f/assets/images/chevron.svg"/><img class=connector__mapping__logo src="https://d33wubrfki0l68.cloudfront.net/7e85ba847749eefc6b098a2efd1eaffbff80c850/0baf6/assets/logos/hull/logo@2x.png"/> </h4> <table class=connector__mapping> <thead> <th class=connector__mapping__source> Segment Object </th> <th class=connector__mapping__destination> Captured in Hull as </th> <th class=connector__mapping__description> Description </th> </thead> <tbody> <tr> <td class=connector__mapping__source> Identify call<br/><small class=light>Identify</small> </td> <td class=connector__mapping__destination> User </td> <td class=connector__mapping__description> <p>All attributes received from Segment</p> </td> </tr> <tr> <td class=connector__mapping__source> Group call<br/><small class=light>Group</small> </td> <td class=connector__mapping__destination> Account </td> <td class=connector__mapping__description> <p>All attributes received from Segment</p> </td> </tr> <tr> <td class=connector__mapping__source> Track call<br/><small class=light>Track</small> </td> <td class=connector__mapping__destination> User Event </td> <td class=connector__mapping__description> <p>Every Event Context and Properties received from Segment</p> </td> </tr> <tr> <td class=connector__mapping__source> Page Call<br/><small class=light>Page</small> </td> <td class=connector__mapping__destination> User Event </td> <td class=connector__mapping__description> <p>Every Event Context and Properties received from Segment</p> </td> </tr> <tr> <td class=connector__mapping__source> Screen call<br/><small class=light>Screen</small> </td> <td class=connector__mapping__destination> User Event </td> <td class=connector__mapping__description> <p>Every Event Context and Properties received from Segment</p> </td> </tr> </tbody> </table> <hr class=gradient /> <h4 class="header__subtitle text-center mb-2 mt-2"> Hull to Segment Mapping </h4> <h4 class=connector__mapping__title> <img class=connector__mapping__logo src="https://d33wubrfki0l68.cloudfront.net/7e85ba847749eefc6b098a2efd1eaffbff80c850/0baf6/assets/logos/hull/logo@2x.png"/><img class=connector__mapping__chevron src="https://d33wubrfki0l68.cloudfront.net/be35a4e6e424e41ddc02dbf418d8f8acccdf2a9d/a646f/assets/images/chevron.svg"/><img class=connector__mapping__logo src="https://segment.hull.io/logo@2x.png"/> </h4> <table class=connector__mapping> <thead> <th class=connector__mapping__source> Hull Object </th> <th class=connector__mapping__destination> Sent to Segment as </th> <th class=connector__mapping__description> Description </th> </thead> <tbody> <tr> <td class=connector__mapping__source> User </td> <td class=connector__mapping__destination> Identify Call<br/><small class=light>Identify</small> </td> <td class=connector__mapping__description> <p>Select which Users and which Attributes to send.</p> </td> </tr> <tr> <td class=connector__mapping__source> Account </td> <td class=connector__mapping__destination> Group Call<br/><small class=light>Group</small> </td> <td class=connector__mapping__description> <p>Select which Accounts and which attributes to send.</p> </td> </tr> <tr> <td class=connector__mapping__source> User Event </td> <td class=connector__mapping__destination> Track Call<br/><small class=light>Track</small> </td> <td class=connector__mapping__description> <p>Configurable list of User events to send</p> </td> </tr> </tbody> </table> </div> <hr/> <div class="row column content--docs__readme"><h1 id=segment-connector>Segment Connector</h1> <p>The Segment Connector enables your team to send and receive user profiles and events with your Segment integrations and track anonymous page visitors.</p> <h2 id=getting-started>Getting Started</h2> <p>Go to the Connectors page of your Hull organization, click the button “Add Connector” and click “Install” on the Segment card. After installation, stay on the “Dashboard” tab to grant the Connector access to your Segment workspace. You can use the automatic authorization flow by clicking on the button “Enable with Segment” or manually register Hull as a destination in Segment by following the steps described in <a href="#Manually-Setup-Hull-as-Destination-in-Segment">Manually Setup Hull as Destination in Segment</a>. <img src="https://segment.hull.io/docs/gettingstarted01.png" alt="Getting Started Step 1"/></p> <p>After you have completed the setup of Hull as a destination, move to the tab “Settings” and complete the configuration of the Connector. The first decision you have to make is whether you want to configure Hull as a Source in the particular Segment workspace. Enter the Write Key obtained from segment to make Hull a Source or skip this step (see <a href="#How-to-obtain-the-Write-Key-from-Segment">How to obtain the Write Key from Segment?</a> for details). <img src="https://segment.hull.io/docs/gettingstarted02.png" alt="Getting Started Step 2"/></p> <p>Continue your configuration by specifying what data Segment shall receive from Hull as Source by following the steps in the following sections:</p> <ul> <li><a href="#Specify-the-Users-who-are-getting-send-to-Segment">Specify the Users who are getting send to Segment</a></li> <li><a href="#Determine-the-attributes-to-send-to-Segment-%28Hull-as-Source%29">Determine the attributes to send to Segment</a></li> <li><a href="#Determine-the-events-to-send-to-Segment-%28Hull-as-Source%29">Determine the events to send to Segment</a></li> </ul> <p>Complete your configuration by determining which events the Connector shall handle except from <code class=prettyprint>identify</code> calls. Identify calls automatically lead to a creation of a new user in Hull or to an update of an existing one. To learn more about the other events the Segment Connector can handle, read the following sections:</p> <ul> <li><a href="#Store-Page-Calls">Store Page Calls</a></li> <li><a href="#Store-Screen-Calls">Store Screen Calls</a></li> <li><a href="#Handle-Groups-as-Accounts">Handle Groups as Accounts</a></li> </ul> <h2 id=features>Features</h2> <p>The Hull Segment Connector allows your organization to send and receive data from every customer touch point by connecting Hull with your ecosystem of integrated tools in Segment. This enables your organization to build powerful automated data flows across a broad range of applications and teams, e.g. to personalize emails, fuel analytics, empower your helpdesk or drive attribution.</p> <p>The Segment connector supports to <code class=prettyprint>create users</code>, <code class=prettyprint>add traits</code>, <code class=prettyprint>update traits</code> and <code class=prettyprint>create events</code>.</p> <h2 id=specify-the-users-who-are-getting-sent-to-segment>Specify the Users who are getting sent to Segment</h2> <p>The Segment Connector only sends users and their events which belong to specific segments. You can specify the groups of users that you want to send by filling in the “User Filter” setting. If you want to send all users, you can select the “ALL” option from the “User Filter” setting. This segment restriction only has an effect for outbound data that is sent from Hull to Segment: <img src="https://segment.hull.io/docs/hullassource01.png" alt="Whitelisted Segments"/></p> <h2 id=determine-the-attributes-to-send-to-segment-hull-as-source>Determine the attributes to send to Segment (Hull as Source)</h2> <p>You can specify the attributes that are getting send to Segment along with each event in the section “Hull as Source” of the “Settings” tab. By default, only the list of segments a user belongs to are send to Segment: <img src="https://segment.hull.io/docs/hullassource02.png" alt="Determine attributes"/> While this setting does not affect your MTU count in Segment, you might want to limit the attributes to the ones the Destinations in Segment can handle. This ensures an efficient data flow with less overhead. Hull User Segments are automatically sent in every <code class=prettyprint>identify</code> call as property <code class=prettyprint>hull_segments</code>. The same applies to Account Segments, these are automatically sent as property <code class=prettyprint>hull_segments</code> in <code class=prettyprint>group</code> calls.</p> <h2 id=determine-the-events-to-send-to-segment-hull-as-source>Determine the events to send to Segment (Hull as Source)</h2> <p>The Segment Connector will send all events by default to Segment, but you can customize this behavior to your needs in the section “Hull as Source” of the “Settings” tab: <img src="https://segment.hull.io/docs/hullassource03.png" alt="Determine events"/> Restricting events might be useful when you have a limited set of Destinations in Segment which shall receive only particular events. If you are not sure which events your Destinations can handle, please check the respective documentation or just send all events; Destinations will drop events that they cannot handle.</p> <p><strong>Event forwarding</strong> Note: This section is only relevant if Hull is the Source and Destination in the same Segment workspace. Let’s explain this setting with a simple example. Assuming you have set up your website “Hull Beta” with analytics.js to track anonymous users and have Hull and Customer.io as Destinations, but use the Write Key in your Segment Connector settings, your workspace in Segment looks like this: <img src="https://segment.hull.io/docs/hullassource04.png" alt="Event forwarding"/> Let’s assume you record a page view with the analytics.js library on your homepage and this call gets send to the workspace. Hull will receive this track call as Destination and updates the related user record. If you have “event forwarding” activated, the Hull Segment Connector would send the event back to the Segment workspace. This essentially duplicates the original event and Hull and Customer.io would receive the same event another time. You probably guess by now where this is going, you would create an endless loop of events in this case. As a rule of thumb, only use “event forwarding” if you Hull is not Source or Destination in the same segment workspace. As soon as you enter the Write Key into the Segment Connector, make sure that you don’t create an endless loop of events.</p> <h2 id=store-page-calls>Store Page Calls</h2> <p>Page calls let you record whenever a user sees a page of your website. If you use analytics.js a page call is included in the snippet by default. If you have a single-page application, you have probably instrumented your router component to fire consecutive page calls. If you activate this setting, all page views will be stored in Hull as events on the user. Storing page calls can lead to a lot of events that impact your pricing.</p> <h2 id=store-screen-calls>Store Screen Calls</h2> <p>Screen calls let you record whenever a user sees a screen, the equivalent of page calls in your mobile app. If you activate this setting, all screen views will be stored in Hull as events on the user. Storing screen calls can lead to a lot of events that impact your pricing.</p> <h2 id=handle-groups-as-accounts>Handle Groups as Accounts</h2> <p>Hull allows you to store attributes received from a Group call as account attributes; if the account is not present, it will create a new one and link it to the user. The Connector uses the <code class=prettyprint>groupId</code> as unique identifier to determine whether an account exists or not. In Segment a user can be in multiple groups in segment, however Hull <em>will handle only one group</em>. This means, Hull will handle only one linked account, hence consecutive group calls result in the fact that the user will be associated with the account from the last call. If you have multiple groups, you should not activate this feature.</p> <h2 id=manually-set-up-hull-as-destination-in-segment>Manually set up Hull as Destination in Segment</h2> <p>You can either use the automated flow as described in the <a href="#Getting-Started">Getting Started</a> section or manually configure Hull as a Destination. Start by copying the API key from the Dashboard of the Segment Connector: <img src="https://segment.hull.io/docs/gettingstarted01.png" alt="Manually set up Hull as Destination Step 1"/> Switch to your Segment workspace and add Hull as Destination, if you haven’t done so already: <img src="https://segment.hull.io/docs/manualdestination01.png" alt="Manually set up Hull as Destination Step 2"/> Select the Hull Destination and paste the API key obtained from Hull in the field shown below: <img src="https://segment.hull.io/docs/manualdestination02.png" alt="Manually set up Hull as Destination Step 3"/></p> <h2 id=how-to-obtain-the-write-key-from-segment>How to obtain the Write Key from Segment</h2> <p>You can obtain the write key from your segment workspace, by clicking on Sources (1), selecting one source from the list and clicking on Settings (2) of that source. Select API Keys (3) from the menu on the left-side of your screen and copy the Write Key: <img src="https://segment.hull.io/docs/writekey01.png" alt="Obtain the Write Key"/></p> </div> </div> </div> <div class="row naventry--connectors"> <hr/> <h2 class="mb-4 naventry__header" id=guides> Related Guides </h2> <div class="grid-container full"> <div class="grid-x grid-margin-x grid-padding-y"> <div class="cell card__column cell-guide large-6 medium-6 small-12"> <div class=card--guide> <a class=card--guide__container href="/docs/guides/sending-data/sending-data-from-hull-to-segment"> <div class=card__content> <h3 class=card__title> Sending data from Hull to Segment </h3> </div> </a> </div> </div> </div> </div> <hr/> <h2 class="mb-4 naventry__header" id=connectors> Related Use cases </h2> <div class="grid-container full"> <div class="grid-x grid-margin-x grid-padding-y"> <div class="cell cell--usecase large-6 medium-12 small-12"> <div class=card--usecase> <a class=card--usecase__container href="/use-cases/track-anonymous-web-visitors"><div class=usecase__connector-logos> <img src="https://web.hullapp.io/logo@2x.png" alt=""/> </div> <div class=card__content> <h3 class=card__title> Track anonymous web visitors </h3> </div> <div class=card__footer> <div class=card_tags> </div> <div class=card_tags> <span class=card__role>Identity Resolution</span> </div> </div> </a> </div> </div> <div class="cell cell--usecase large-6 medium-12 small-12"> <div class=card--usecase> <a class=card--usecase__container href="/use-cases/personalize-email-campaigns-based-on-customer-behavior"><div class=usecase__connector-logos> <img src="https://hubspot.hullapp.com/logo@2x.png" alt=""/> <img src="https://web.hullapp.io/logo@2x.png" alt=""/> <img src="https://sql.connectors.hullapp.net/logo@2x.png" alt=""/> </div> <div class=card__content> <h3 class=card__title> Personalize email campaigns based on customer behavior </h3> </div> <div class=card__footer> <div class=card_tags> </div> <div class=card_tags> <span class=card__role>Personalization</span> </div> </div> </a> </div> </div> <div class="cell cell--usecase large-6 medium-12 small-12"> <div class=card--usecase> <a class=card--usecase__container href="/use-cases/append-web-browsing-history-to-crm-lead-and-contact-records"><div class=usecase__connector-logos> <img src="https://hubspot.hullapp.com/logo@2x.png" alt=""/> <img src="https://web.hullapp.io/logo@2x.png" alt=""/> </div> <div class=card__content> <h3 class=card__title> Append web browsing history to CRM lead and contact records </h3> </div> <div class=card__footer> <div class=card_tags> </div> <div class=card_tags> <span class=card__role>Data Enrichment</span> <span class=card__role>Data Synchronization</span> </div> </div> </a> </div> </div> <div class="cell cell--usecase large-6 medium-12 small-12"> <div class=card--usecase> <a class=card--usecase__container href="/use-cases/merge-your-leads-anonymous-and-identified-website-visits"><div class=usecase__connector-logos> <img src="https://web.hullapp.io/logo@2x.png" alt=""/> </div> <div class=card__content> <h3 class=card__title> Complete the customer journey by merging your leads' anonymous and identified website visits </h3> </div> <div class=card__footer> <div class=card_tags> </div> <div class=card_tags> <span class=card__role>Identity Resolution</span> </div> </div> </a> </div> </div> <div class="cell cell--usecase large-6 medium-12 small-12"> <div class=card--usecase> <a class=card--usecase__container href="/use-cases/qualify-and-prioritize-leads-with-customer-behavior-data"><div class=usecase__connector-logos> <img src="https://sql.connectors.hullapp.net/logo@2x.png" alt=""/> <img src="https://hull-processor-nextgen.herokuapp.com/logo@2x.png" alt=""/> <img src="https://web.hullapp.io/logo@2x.png" alt=""/> </div> <div class=card__content> <h3 class=card__title> Qualify and prioritize leads with customer behavior data </h3> </div> <div class=card__footer> <div 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