Getting Started

Integrate directly with the tools you know and love.

Adding an integration

🔨 How it works

  1. Click + Add button for the integration you want to add.

  2. Define the integration’s basic parameters (event name, ID, keys, etc).

  3. Once you’ve added an integration, you will now have access to the Integration Dashboard. 

Note: When an integration has not been fully configured, it will be marked on the Dashboard with a red icon.

💪 When to use

  • To track how respondents interact with your survey
  • To optimize conversions
  • To measure campaign results 
  • To power your personalized marketing


Use the below graph to understand the differences in the integrations and to determine which best suits your organization’s needs. 

  Type Modes Welcome Page Unique Viewed or Answered Send event
Facebook Custom Event Tracking Marketing Real time     

Google Analytics

Pure Analytics Real time    
Google Ads Conversion Tracking Marketing Real time    
Google Tag Manager          
Facebook Custom Audience Generator          
Neustar Publisher Data Collection Pure Analytics        
Segment Customer Data CDP Real time      
Akamai Identity Cloud          
Kognitiv Loyalty Solutions          
Salesforce SCRM Once survey is completed        


Now, let’s break down what each setting means.

Type of integration
Segmanta Integrations fall into four categories: 

  • Pure Analytics integrations, which track performance from a web point of view 
  • Marketing integrations 
  • CDP (Customer Data Platforms) integrations, which serve as traditional BI solutions for dealing with customer data
  • SCRM integrations

Modes
There are two modes of communication in the Integration Manager, that depend on what kind of information you are looking to gather and the technical requirements of the platform:

  • Real time: Integrations send data to the third party as it is answered
  • Once the survey is completed

Welcome page
Most integrations work and look the same way, as they are centered around two types of events: questions and the ending page. However, some integrations also have a welcome page section.

 

Unique
When adding an integration from the list of associated tools, you may notice that some are tagged with “Unique”. This signifies that it can only have one integration per survey (i.e. Google Tag Manager can only be added once to a page).

 

Viewed or Answered

  • Viewed: When a toggle is set to on, this event will send each time a respondent views the associated item. In some cases, events will be sent including associated loyalty point values and transaction types.
  • Answered: When a toggle is set to on, this event will send each time a respondent answers the associated item (or clicks on the relevant button).

Send event
Only events that are toggled on will be sent to the integration. You will not be able to retroactively send previously collected data using the integration.