Skip to main content
Segment Integration

Process conversions in Everflow from the Segment platform

Teja Rao avatar
Written by Teja Rao
Updated over a week ago

Overview

This integration allows you to pass conversions and events from Segment into Everflow whenever the events as defined inside Segment occur.

Please note: This integration is configured entirely inside Segment. There is nothing to configure on your Everflow account.


Step 1: Adding the Click Script to the site

  • The Click Id is generated when a user lands on the website. You will need to implement Everflow’s JavaScript library along with Everflow’s EF.click() method into the <head> tag on your website to register a click and store click data with that user’s session. For more information on that please reference this documentation.

Step 2: Defining the source

  • When using Segment, you will first need to decide what the source of the events you wish to track in Everflow will be. It could be a piece of Javascript code that will run on your website just like it could be Salesforce event.

  • In your segment account, under “Connections”, pick “Sources” and add the source you will be working with.

Step 3: Add the destination (Everflow)

  • This is where you will define how the conversions and events will be created on the Everflow side.

  • Under “Connections”, pick “Destinations” and click on “Add Destination”.

  • In the Catalog, search for “Everflow” and add the destination.

  • You will need to configure it based on your account and offer settings in Everflow :

  • The API key will come from your Everflow account. Your API key can be created and managed under Control Center - Security. More information on Security menu - [CLICK HERE]

    The Event Mapping refers to “Advertiser(Brand) Events” that are setup on your Everflow account. Please see the following article for more details on how to setup advertiser (Brand) events.

    The ID 0 will always refer to the “Base Conversion”, regardless of the offer.

    In this example, the advertiser (Brand) event named “Purchase” has the ID 24. When setting up your offer, the event should look like this :

and would result in the following configuration on Segment :

Step 4: Updating the Analytics.track

  • This click will then be accessible via the EF.getAdvertiserTransactionId() method. This method is documented here.

    This ID should be integrated into the referrer object as shown below::

analytics.track("User Registered", {
plan: "Pro Annual",
accountType: "Facebook",
"adv1": "adv1test",
"adv3": "adv3test",
"total": 76.0,
"orderId": "123456789"
}, {
referrer: {
type: 'everflow',
id: EF.getAdvertiserTransactionId(7),
},
context: {
traits: {
"email": "testing@everflow.io"
},
},
});
  • The parameter “7” in the example above comes from the Everflow UI and is visible on the Advertisers(Brands) > Manage screen, this is the advertiser(Brand) ID.

  • After setting up the integration, make sure to test it at least once. You should be able to query the reporting data quickly after running your test.

Step 5: Event Mapping

All Sources

Segment Property

Everflow Parameter

Required

Type

context.ip

conversion_user_ip

False

String

context.userAgent

http_user_agent

False

String

context.traits.email

email

False

String

properties.adv1

adv1

False

String, Number, Boolean

properties.adv2

adv2

False

String, Number, Boolean

properties.adv3

adv3

False

String, Number, Boolean

properties.adv4

adv4

False

String, Number, Boolean

properties.adv5

adv5

False

String, Number, Boolean

properties.coupon

coupon_code

False

String, Number

properties.orderId

order_id

False

Number

properties.affiliateId

affiliate_id

False

Number

properties.products[i].quantity

order_line_items[i].quantity

False

Number

properties.products[i].name

order_line_items[i].name

False

String

properties.products[i].sku

order_line_items[i].sku

False

String

properties.total

amount

False

Number

Mobile Sources

Segment Property

Everflow Parameter

Required

Type

context.ip

conversion_user_ip

True

String

context.app.namespace

app_id

True

String

context.device.adTrackingEnabled

limit_ad_tracking

False

Boolean

context.app.name

app_name

False

String

context.app.version

app_version

False

String, Number

context.device.manufacturer

device_make

False

String

context.device.model

device_model

False

String

context.network.carrier

carrier

False

String

context.os.name

os

False

String

context.os.version

os_version

False

String, Number

context.network.wifi

connection_type

False

String

context.location.latitude

latitude

False

Number

context.location.longitude

longitude

False

Number


Did this answer your question?