Segment

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Adding a Segment Source in Variance

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.

Name your source and (only the first time) tell us how you identify the company

On the first time you connect a Segment source 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:

  1. Use `group` call: if you already use `group` to indicate the account, then you don’t need to fill in anything. We will extract the  Account automatically, and you’re good to go.
  2. Use `identify` call with custom traits (ex. `company.id` and `company.name`): choose this option if you include some information about the Account/Company/Organization as a trait in each `identify` call. When you choose this option you'll need to let us know the name of the trait you use. For instance, if you do something like `{'company':{'id':1,'name':'Awesome Company'}}` you could add `company.id` as the Account ID trait and `company.name` as the Account Name trait.
  3. (Fallback) Use domain from the `email` trait of the `identify` call: if you don't use either of the methods above, we can extract the domain from the `email` trait and use that as the Account name.

If you have any questions at all, please reach out and we're happy to hop on a Zoom and help you get set up.

Connecting Variance in Segment

Once you've added a source you'll see two pieces of data:

  1. Webhook URL
  2. Secret
Hooking Segment up is a breeze

Now head over to Segment, choose the Source you are piping from and then click Add Destination.

There's the Add Destination button in case you miss it.

From the Destinations catalog you want to choose the Webhooks destination.

Webhooks all the way down

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.

Add the Webhook URL and click Save

Now under Other Settings add your Shared Secret and hit Save.

Almost done

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.

Flip the switch!

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.

Last Updated: 
April 9, 2021