Segment Personas

Introduction

Segment is a customer data platform that helps you collect, clean, and activate your customer data.

This article will give an overview of the connection between MoEngage and Segment Personas, and list down step by step approach to enable the integration. 

Scope

The MoEngage and Segment integration allows you to use Personas , Segment’s built-in audience builder, to create segments of users based on data you have already collected across various sources. These users will then be assigned user attributes or custom events that can be used to create MoEngage segments for use in MoEngage campaigns and flows.

Integration

 

PREREQUISITES

  • Login credentials for MoEngage and Segment.
  • Segment personas enabled for your segment account. You can validate this by navigating to Personas from the sidebar on your Segment dashboard. 

Computed traits  and audiences  can be sent to MoEngage as custom attributes or custom events.

  • Traits and audiences sent using the identify call will appear in MoEngage as Tracked Custom Attributes with value as True. 
  • Traits and audiences sent using the track call will appear in MoEngage as Tracked User Events.

    You can choose your desired method (or choose to use both) when you connect the computed trait/audience to the MoEngage destination.

Sync time

The default integration for MoEngage <> Segment Personas connection is Real Time. But there are some filters that will disqualify the persona from syncing in real-time, including some time-based filters which restrict your audience’s size at the time of message send.

Step 1: Create a Segment computed trait / audience 

Computed trait 

  1. In Segment, navigate to the Computed Traits in Personas.
  2. Click New Computed Trait.
  3. Create your computed trait or audience. A lightning bolt in the top corner of the page will indicate if the computation updates in real-time.
    segment_new_trait.png
  4. Next, select MoEngage as your destination.
    segment_select_moengage_destination.png
  5. Preview by clicking Review & Create.
    Note- By default, Segment queries all historical data to set the current value of the computed trait and audience. To omit this data, uncheck Historical Backfill
    segment_new_trait_backfill.png
  6. In the computed trait, adjust the connection settings based on how you would like your data sent to MoEngage.

Audience 

  1. In Segment, navigate to the Audience in Personas.
  2. Click New  Screenshot_2022-04-27_at_12.22.46_PM.png
  3. Create your audience. A lightning bolt in the top corner of the page will indicate if the computation updates in real-time.
    Screenshot_2022-04-27_at_12.25.56_PM.png
  4. Next, select MoEngage as your destination.
    segment_audience_destination.png
  5. Preview your audience by clicking Review & Create.
    Note- By default, Segment queries all historical data to set the current value of the audience. To omit this data, uncheck Historical Backfill
    Screenshot_2022-04-27_at_12.27.04_PM.png
  6. In the computed trait or audience settings, adjust the connection settings based on how you would like your data sent to MoEngage.Screenshot_2022-04-27_at_12.26.38_PM.png

Step 2: Segment users in MoEngage

To create a segment of these users, navigate to Segments >> Create Segment. Next, based on which call you used:

  • Identify: Select User Property and select the specific attribute. Screenshot_2022-04-27_at_12.55.14_PM.png
  • Track: Select User Behaviour and select the specific event.Screenshot_2022-04-27_at_12.45.55_PM.png
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