Segment
Your Navattic demo may use one of these Visitor or Account identification methods, although it is not required.
Segment integration is used to collect, process, and analyze event data from Navattic. This helps you understand performance and user engagement over time. A Navattic Form is not required for this integration; if a Form is included, the total number of form fills is sent to Segment.
Use this to answer questions like:
- How has Navattic demo engagement changed over time?
- Which events were most common for viewers?
- Which of my Navattic projects has the highest conversion rate?
Use this interactive demo or the written steps below to set up your integration.
First, obtain your HTTP API write key from Segment by following the instructions here.
Back in app.navattic.com, go to Settings > Integrations > Segment. Toggle ON the integration and add your webhook endpoint to the "Setup" tab. Click Save.
In the "Event Settings" tab of the Segment integration menu, select or deselect the Navattic events you would like to send to Segment. Navattic can send any of the following:
Navattic Event | Description | Destination in Segment |
Identify User | A user submits a Form | |
View Step | A Flow step is viewed | |
Start Flow | A user starts a Flow | |
Complete Flow | A user reached the last step of a flow OR completed a "Complete flow" step | |
Start Checklist | A user loads a Checklist for the first time | |
Open Checklist | A user expands a Checklist | |
Close Checklist | A user clicks "x" to close a Checklist | |
Complete Task | A user completed a Task in a Checklist | |
Converted | A user completed a step tagged "Mark as converted" | |
Navigate | A user clicked a button with the click action "Navigate to URL" |
Once connected, Navattic will prompt you to send test data to Segment. This will appear in the Identifies or Tracks table (as indicated above).
Lastly, select the Projects you'd like to send data for; you must connect Projects in order to see event data appear in Segment.
To connect Projects, go to the "Projects" tab within the Segment integration menu. Use the checkbox to the right of each Project to activate or deactivate the integration for each Project.
Tip: For the most helpful tracking, give each Project, Flow, and Step an informative name. This will help organize your data in Segment.