Segment

Premium

Overview

Send your customer form data to your Segment account to connect with other platforms.

What you need

Background

Segment is a customer data platform (CDP) that helps businesses collect, clean, and control their customer data. It was founded in 2011 and has grown to become a key tool for marketers, product managers, and developers to gain a unified view of their customers across multiple platforms and channels.

The core functionality of Segment revolves around its ability to integrate data from various sources like websites, mobile apps, servers, and cloud applications. This data is then standardized and routed to different analytics tools, marketing platforms, and data warehouses for further analysis and action. Here's an overview of what Segment offers:

Data Collection

  • Unified Customer View: Segment collects user interactions from various touchpoints, creating a cohesive view of the customer journey.
  • Event Tracking: It tracks events across web and mobile, capturing user interactions like page views, clicks, form submissions, and more.

Data Integration

  • Plug-and-Play Integrations: Segment offers a wide range of integrations with popular tools for analytics, marketing, CRM, and data warehousing, facilitating seamless data flow between these systems.
  • APIs for Custom Sources and Destinations: Beyond its extensive library of integrations, Segment provides APIs that allow businesses to create custom data sources and send data to custom destinations.

Data Governance and Quality

  • Data Standardization: It standardizes data formats and schemas, ensuring consistency across different systems and tools.
  • Data Filtering and Control: Segment provides features to filter, enrich, and transform data before it's sent to downstream tools, helping maintain data quality and compliance.

Data Privacy and Compliance

  • Privacy Tools: Segment offers tools to help businesses comply with data privacy regulations like GDPR and CCPA, including consent management and data access controls.
  • Security: It employs robust security measures to protect customer data, including encryption and compliance certifications.

Segment's platform is designed to reduce the complexities associated with managing customer data across disparate systems, enabling businesses to leverage their data more effectively for personalized marketing, improved customer experiences, and data-driven decision-making.

Benefits

Using Segment as a Customer Data Platform (CDP) offers numerous benefits for businesses looking to streamline their data collection and integration processes, enhance customer understanding, and drive personalized engagement. Here are some key advantages of using Segment:

Simplified Data Management

  • Centralized Data Collection: Segment allows you to collect data from multiple sources (websites, apps, servers, etc.) and standardize it in one place, simplifying data management and accessibility.
  • Unified Customer View: By consolidating data from various touchpoints, Segment provides a comprehensive view of each customer's journey, enabling more informed business decisions and personalized customer experiences.

Efficient Data Integration

  • Extensive Integrations: With a vast library of integrations, Segment connects easily to hundreds of analytics, marketing, and data warehousing tools, eliminating the need for custom integration development.
  • Real-Time Data Flow: Segment enables real-time data flow between different tools and platforms, ensuring that all parts of your tech stack have access to the latest data.

Enhanced Data Quality and Governance

  • Data Standardization: It standardizes incoming data according to a consistent schema, improving data quality and reliability across your tools and systems.
  • Data Filtering and Enrichment: Segment offers features to filter, clean, and enrich data before it's sent to downstream tools, ensuring that only high-quality, relevant data is used in your analyses and campaigns.

Improved Compliance and Security

  • Data Privacy Compliance: Segment provides tools and features to help businesses comply with data privacy regulations like GDPR and CCPA, including consent management and data access controls.
  • Robust Security Measures: With strong security protocols, including data encryption and secure data handling practices, Segment ensures that your customer data is protected.

Enhanced Customer Insights and Personalization

  • Deeper Customer Insights: The unified customer data enables deeper insights into customer behavior and preferences, supporting more effective marketing strategies and product improvements.
  • Personalized Customer Experiences: With a complete view of the customer journey, businesses can create highly personalized and targeted marketing campaigns, improving engagement and conversion rates.

Operational Efficiency and Cost Savings

  • Reduced Integration Time and Costs: Segment's plug-and-play integrations reduce the time and resources needed to connect different systems, lowering operational costs.
  • Improved Team Productivity: By automating data collection and distribution, Segment frees up teams to focus on strategic initiatives rather than manual data management tasks.

By leveraging Segment, businesses can overcome the challenges of fragmented customer data, improve their marketing and analytics efforts, and ultimately drive more personalized and effective customer engagements.

How to set up

Navigate to the Feathery form that you want to connect to Segment. Click on the Integrations tab.

Open the Segment integration and enter a write key for a Segment source in your account. You can optionally configure the integration to also send submitted field data as part of the event.

Click Connect.

When each form step is loaded and submitted, a Segment event will be sent to your account. The load event name is FeatheryStepLoad and contains stepId and formId metadata. The submission event name is FeatheryStepSubmit and also contains stepId, formId, and submittedData (optional) metadata.

What’s a Rich Text element?

The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.

Static and dynamic content editing

A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!

How to customize formatting for each rich text

Headings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the

"When inside of" nested selector

system.

This is a H6

This is a Link

  • This is a list item
  • This is another list item here
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