Segment is a customer data platform that helps you simplify your data tracking and marketing tech integrations.

Segment is a fast and flexible alternative to integrating Drip with your marketing and analytics stack.

This integration can send data in two directions:

• From other apps to Drip: Inbound Integration
  Using Segment’s API, engineers track how users are playing around in your apps and websites. Then, in the Segment interface marketers can turn on technology you want to use like {{partner name}}, Google Analytics, Optimizely 100+ other tools. Segment automatically sends your user data (traits) and their actions (events) to all of your tools, saving engineers time writing integrations and helping marketers get started with new vendors faster. Using our inbound integration with Segment, you can build newsletters and trigger email campaigns based on in-app behavior.
  INSTRUCTIONS: Configure this in the Segment UI or via the Enable with Segment button within the Drip UI.

• From Drip to other apps: Outbound Source
  Segment also allows you to collect Email Opened, Email Delivered, Email Link Clicked and other behavior data from the email campaigns you create in Drip. This is the Source component of the integration. With this data flowing back to Segment, you’ll be able to analyze email behavior in analytics integrations you have turned on, or trigger campaigns across other marketing channels based on email interactions.
  INSTRUCTIONS: Enter your Segment Drip Source write key here to start sending email events into Segment.

Integrating with Segment will save you time instrumenting all of your conversion events, and makes it easy to get data from Drip into your other tools. Here’s how to get set up.

Send data from other apps to Drip: Inbound Integration

1. Toggle on the Drip integration in Segment
2. Use the API outlined below to record events and users
3. Select a source to send data from
4. Continue on in Drip dashboard.

Toggling on Drip in Segment integration allows Segment’s JavaScript snippet to asynchronously load the Drip JavaScript tracking snippet on your page. If you’ve previously installed the Drip JS snippet independent of Segment, you should remove it.

To record events or users in Drip, use the API outlined below.

Identify

When you call

identify

on analytics.js, Segment calls

identify

on Drip and passes through all of the user traits that were included on that call. You must pass email as a trait to identify the user to Drip. Note that if you want to do cross-domain tracking after you’ve enabled it in the Drip UI, you’ll need to pass

email

as a trait on the identify call on both domains.

Track

When you call

track

, Segment will send the event to Drip with the event

name

and all

properties

that you specified. If you include

revenue

as a property, it will get passed to Drip as the conversion value of this event.

Note: If you are sending custom server side events, you must include an

email

property of the user that the event belongs to. Additionally, you will want to convert spaces to underscores in attribute names before sending it over to Drip. Otherwise, Drip’s API will return an error.

Note: Only conversions that are attributed to a Drip email delivery will show on the conversions dashboard page.

Send data from Drip to other apps: Outbound Sources

In order to enable the data source, you will need a

• Segment account
  • If you are creating a new Segment account, please write “Drip” in the How Did You Hear About Us? field.
• Drip account

Getting Started

Add a new source to your Segment Workspace and select Drip from the Cloud Apps options.

Connect the Drip source.

Give the source a nickname and a schema name. The nickname will be used to designate the source in the Segment interface, and the schema name is the namespace you’ll be querying against in your warehouse. Both can be whatever you like, but we recommend sticking to something that reflects the source itself, like Drip for nickname and drip for the schema name.

Create the source.

Enter the source write key

Select your newly created Drip source under the Sources tab in the Segment UI and look for the Write Key.

Copy & paste your write key into Drip’s Segment outbound integration within the Drip UI (Settings > Integrations > Outbound integrations > Segment).

Now, go ahead and turn on your Drip integration in the Segment UI under Sources > Drip > Overview.

Click on Go to the integrations page and select Drip.

You will need your Drip Account ID (Settings > Site Setup) and API Token (Settings > My User Settings). Copy and paste those credentials in, click on Save Changes, then click Enable Integration.

Confirm the Source is working

You can confirm that the Source is working by sending a test campaign to yourself. Drip supports these events:

• Email Sent
• Email Opened
• Email Clicked

Once a Drip email is delivered, you should see that All systems are operational.

Navigate to your Debugger and you should see the Email Delivered event has been recorded.

If these events are flowing into your Segment debugger, you’ll know that the Source is properly enabled. If you run into any issues, please contact our team at support@getdrip.com.

Use Cases

You can read about use cases here and more about Segment’s Sources product here.