Sync your Segment user traits to Recurly Engage, so you can target prompts based on the profile data you already collect. You can connect through Segment Unify or through an Amazon Lambda destination.
Available on all Recurly Engage subscription plans
- You must have access to your Segment workspace, with permission to add destinations.
- You must have access to your Segment Unify space, with permission to retrieve the Unify Access Token and Space ID.
By setting up an integration with Segment Unify, or by routing Segment events to an Amazon Web Services (AWS) Lambda destination, Recurly Engage syncs each user's traits as they arrive on your site. You can then target prompts based on all the profile data available in your Segment account.
No additional instrumentation
Use your existing Segment calls. No new software development kits (SDKs) or code changes are required.
Real-time targeting
Segment events can be available in Recurly Engage within minutes for immediate prompt personalization.
Flexible trait mapping
Sync any profile trait without rebuilding your analytics stack.
If you use Segment Unify (formerly known as Profiles), Recurly Engage can automatically sync traits when a user starts a new session on your site or app.
1
In your Segment console, select the Unify tab in the left nav.
2
Select the space that should be synced (for example, production or staging).
3
Select Unify Settings in the subnav.
6
If an access token hasn't been created yet, select Generate Token and assign a name (for example, Recurly Engage Token). Save the token, because it's displayed only once.
7
Copy the Unify Access Token and Unify Space ID into the Settings > Integrations > Segment modal in Pulse. Then contact your Customer Success Manager or [email protected] to activate this functionality.
Newly synced traits appear on the Settings > User Traits screen 5–10 minutes after syncing starts.
As an alternative to Segment Unify, you can set up an Amazon Lambda destination for events processed by Segment. "Identify" events trigger a real-time sync of the associated user traits to Recurly Engage.
2
Go to the correct app workspace.
4
Type "lambda" in the search box and select the tile that appears.
5
Select Configure Amazon Lambda.
6
Select your app and select Confirm Source.
7
Go to Usage Tracking and locate the credentials to enter.
8
Copy the Region, Role Address, and Lambda ARN values.
As the final step, provide the read-only External ID to your Customer Success Manager. Client Context and Log Type don't need any special configuration.
NoteNew traits may take up to 10 minutes before they appear in Recurly Engage.
