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 installation is identifying your users with a unique user ID. This user ID needs to be the same user ID you are using to identify your users in Segment. If you don’t provide a user ID to Refiner, Segment won’t be able to match Refiner user profile data with Segment user profile data.

Send survey responses from Refiner 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

You can find more creative ways to leverage Refiner survey responses here.

All data sent from Refiner to Segment gets attached to existing user profiles in case the User ID you provided to Refiner matches a User ID in your Segment account. A new user profile will be created if no matching ID was found.

From a technical point of view, this integration option is triggering a ‘identify’ call with data collected through a Refiner survey.

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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