Overview
This article explains how UserGuiding integrates with Segment, a customer data platform that helps you collect, clean, and control your customer data.
When Segment Integration is activated, UserGuiding can be used as a source that sends event information to your Segment account and then be routed to other systems.
If you were looking for information related to segmenting your users in UserGuiding but ended up here, you should click here.
Important Note: To successfully integrate, Segment should be a product you've been using.
Further Reading: 6 Ways to be a better Product Manager with Segment
What do you need to activate Segment Integration?
To be able to use UserGuiding as a source in Segment (what we aim to have as a result of this practice), you should be using the Segment’s Analytics.js library.
Analytics.js, Segment’s Javascript source, makes it simple to send your data to any tool without having to learn, test, or implement a new API every time.
UserGuiding utilizes window.analytics as an object in the below snippet for tracking.
If you haven't already, copy and paste it high in the <head> of your website to complete integration with the Analytics.js library.
How To Activate Segment Integration
You can enable this integration using the toggle within the Integrations Tab under the Settings Section.
How to set up UserGuiding as a Source into Segment
Go to your Segment workspace, and navigate to the Sources.
Click to Add Source and choose Javascript source.
Click Add Source in the opening window.
Or;
Go to your Segment workspace, and navigate to the Sources catalog.
Choose Javascript source and click Add Source in the opening window.
On the next screen, give the source a name. (We recommend that you include UserGuiding in the name so you can easily find it).
Type the full URL where Segment's analytics.js is installed.
Event Tracking
When it is enabled as a Source of Segment, UserGuiding pushes out real-time event notifications to other services, in other words, to your Destinations in Segment.
This way, Segment allows you to track and analyze information about your onboarding content and then be routed to other systems.
If you go to the Debugger section of your UserGuiding source, you can see the real-time tracked event data in the Segment workspace.
These events include;
Guide Preview Start
It means that a user previews the first step of a Guide. To see which Guide it is, click on the guide started (userguiding).
You'll see the Guide's ID, name, and URL of the page on which the user has seen its first step.
Guide Preview Complete
It means that a user has gone through all steps of a Guide and seen its last step. To see which Guide it is, click on the guide completed (userguiding).
You'll see the Guide's ID, name, and URL of the page on which the user has seen its first step.
NPS Open
It means that a user sees your Promoter Survey. To see the URL of the page where the user has seen the survey, click on the nps survey shown (userguiding).
NPS Score Submit
It means that a user has given you a certain NPS score. To see the NPS score value, click on the nps score submit (userguiding)
You'll see the survey question, and the URL of the page on which the user has seen the survey
NPS Feedback Submit
It means that a user has given a written answer to the question of your NPS Survey. To see the answer, click on the nps feedback submit (userguiding)
Hotspot Interaction
It means that a user interacted with a Hotspot group and saw Hotspot content. Remember, Hotspot groups can have multiple Hotspots as contents.
This event is sent once in one UserGuiding script load (page refresh).
To see which Hotspot it is, click on the hotspot interacted (userguiding).
You'll see the Hotspot group ID, interacted Hotspot's ID/title, the name of the Hotspot group, and the URL of the page on which the user interacted with the Hotspot.
Checklist Item Trigger
It means that a user triggers a Checklist item. To see which item is triggered from which Checklist, click on the checklist item triggered (userguiding).
You'll see the Checklist's name / ID, Guide name / ID, and the URL of the page on which the user has triggered the Guide from the Checklist.
Checklist Item URL Click
It means that the user clicks a URL item on a Checklist. To see which item is clicked from which Checklist, click on the checklist item url click (userguiding).
You'll see the Checklist's name / ID, the URL of the item, and the URL of the page on which the user has clicked on the item in the Checklist.
Checklist Complete
It means that the user completed a Checklist. To see which Checklist, click on the checklist completed (userguiding).
You'll see the Checklist's name / ID and the URL of the page on which the user has completed the Checklist.
Resource Center Guide Trigger
It means that the user triggers a Resource Center Guide. To see which Guide it is, click on the resource center guide triggered (userguiding).
You'll see the Resource Center's name / ID, Guide name / ID, and the URL of the page on which the user has triggered the Guide from the Resource Center.
Resource Center Checklist Guide Trigger
It means that a Guide in a checklist put in a Resource Center as a module is triggered by a user. To see which Guide it is, click on the resource center checklist guide triggered (userguiding).
You'll see the Resource Center's name / ID, Checklist's name / ID, Guide name / ID, and the URL of the page on which the user has triggered the Guide from the Checklist within the Resource Center.
Resource Center Checklist Item URL Click
It means that a URL item in a Checklist put in a Resource Center as a module is clicked by a user. To see the item information, click on the resource center checklist item url click (userguiding) inside recent events.
You'll see the Resource Center's name / ID, Checklist's name / ID, Item URL, and the URL of the page on which the user has clicked the item from the Checklist within the Resource Center.
Resource Center External URL Click
It means that a user clicks an external URL in a Resource Center. To see which external URL is clicked from which Resource Center, click on the resource center external url clicked (userguiding).
You'll see the Resource Center's name / ID, external URL, and the URL of the page on which the user has clicked on the external URL within the Resource Center.
Resource Center Article Link Click
It means that a user clicks a search article in a Resource Center. To see which search article is clicked from which Research Center, click on the resource center article link clicked (userguiding).
You'll see the Resource Center's name / ID, article link, and the URL of the page on which the user has clicked on the article link within the Resource Center.
Destinations
In Overview, you can add multiple Destinations to your UserGiding source and send events to these integrations.
