Segment is the easiest way to get your customer data into Variance. Hooking up Segment is easy. To start, head to the Integrations page in Variance.
Then you'll Add a Segment Connection. You can describe it in any way you want, but we suggest using the name of the Segment source you're going to be piping from. We recommend you use one connection per source, as you can then filter by source, but it's up to you. As part of the setup you'll also be asked for your Account Mapping preferences. This outlines how you include Account information on your Segment `identify` calls. You can find lots more detail on this in our Account Mapping section.
Once you've added the integration you'll see two pieces of data:
On the first time you connect a Segment integration we ask for a little bit of additional information about you how link users with their companies in your Segment data. We support whatever way you currently manage things:
If you aren't sure how you do account mapping now, you can check your Segment debugger (we're happy to help as well). If none of these work for you or you have any questions at all, please reach out and we're happy to hop on a Zoom and help you get set up.
The very best method for connecting Variance up as a Segment destination is to use the official Segment Destinations catalog. Simply follow these steps:
That's it. You should be good to go.
If, for some reason, you prefer to set Variance up as a Webhook destination, that is possible as well (though not recommended). To set it up, head over to Segment, choose the Source you are piping from and then click Add Destination.
From the Destinations catalog you want to choose the Webhooks destination.
That will bring you to the configuration screen. Here you'll enter the two pieces of data we gave you.
First, under Connection Settings you'll see Webhooks (max 5). Click that and enter the Webhook URL we gave you and hit Save.
Now under Other Settings add your Shared Secret and hit Save.
Alright. That's it. Just two bits of data and we're all set. There's one more really important step: turn on the integration by flipping the switch. Make sure to do this or we won't receive any data.
Alright, that's it. If you want to check the status, just create some events in the source and they should flow through Segment to Variance. If you have any problems let us know.
If you aren't sure what properties you're using for identifying accounts, it's easy to go into the Segment debugger to to find the payload of a recent `identify` call.
From there you should see a number of Identify calls. Just click into one (that doesn't say anonymous) and it should look something like this:
You'll see within that call that the company is being identified with `company.name' and 'company.id'. We will use these to do account matching.