Segment Integration

Segment is a popular customer data platform that lets you move user data between your application and third party software solutions. With our Segment integration you can leverage survey responses and trigger workflows in literally hundreds of web applications.

Before setting up this integration, please make sure that your Refiner JavaScript client is identifying your users with a unique user ID.

The user ID you use for launching surveys with our JavaScript client needs to be the same user ID you are using to identify your users in Segment. If your user IDs don’t match up, neither Refiner nor Segment will be able to match and merge you user data with survey response data.

Sync survey responses to your Segment account

The main use-case for our Segment integration is to push survey responses from Refiner to your Segment account in real-time.

Once pushed to Segment, you can leverage your sruvey responses in many different ways. To give you inspiration, here are some of them:

  • Attach NPS scores to customer profiles in Segment
  • Enrich CRM records with survey responses collected with Refiner
  • Add survey responses automatically to a Google Spreadsheet

When and what we send to Segment

Survey responses are sent from Refiner to Segment the moment a user completes a survey.

All data sent from Refiner to Segment contains the user ID you used when identifying your users.

If the Refiner user ID matches a user ID in your Segment account, survey responses will get attached to the matching profile. A new user profile will be created in Segment if no user with that ID can be found.

From a technical point of view, this integration option is triggering the following API calls in Segment:

  • An ‘identify’ call containing the latest survey response data for this user
  • A ‘group’ call in case you are sending in ‘account’ data when you identify your users
  • A ‘track’ event call containing the latest survey responses

How to set up this integration

To set up this integration, follow these steps:

  1. Log in to your Segment dashboard and click on “Add Source”.
  2. Then, search for “Refiner” in the integration catalog and select it.
  3. Segment will provide you a “Write Key” which you need to copy & paste to your Refiner account.
  4. In your Refiner dashboard, go to “Integrations > Segment”, paste your Segment Write Key and click Save.

That’s it! From this moment on, all newly collected survey responses will automatically flow to your Segment account.

Send user data from Segment to Refiner (optional)

Besides pushing survey data back to your Segment account, you can also send user data from Segment to Refiner. This data can then be used to create user segments in Refiner for precise targeting.

To set up this integration, choose Refiner as a “Destination” in your Segment account.

Segment will then prompt you for your Refine API key. You can find this API key in you Refiner dashboard under Integrations > Segment.

Once you entered your Refiner API key and activated your new Destination, all new user data in Segment should also show up in your Refiner account.

If you have any questions about this integration, please don’t hesitate to reach out to our support team.

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