Brief Overview

The Segment integration connects WalkMe with Segment™, a customer data platform. It works in both directions: you can bring user data from Segment into WalkMe to power content segmentation, and send WalkMe event data back to Segment for analysis.

This integration also lets you deploy WalkMe through Segment, eliminating the need to add the WalkMe snippet directly to your application.

Use Cases

Incoming — use Segment data in WalkMe

• Segment rules and target content based on user attributes defined in Segment
• Use Segment data as a dynamic variable in the WalkMe Editor
• Personalize the user experience based on attributes from the Segment Identify event
• Use EUID from Segment for user identification

Outgoing — use WalkMe data in Segment

• Send WalkMe event data directly to Segment for reporting and analysis
• Connect to a data warehouse or BI tool to further analyze user behavior
• Deploy WalkMe through Segment as a tag manager, so the WalkMe snippet is
• injected into any system integrated with Segment

Set Up the Integration

1. Go to the Segment Catalog and search for "WalkMe"
2. From the Destinations page in Segment, select Add Destination
3. Search for "WalkMe" in the Destinations Catalog
4. Select the JavaScript Source you want to connect to
   
5. In the WalkMe settings, fill in the following:
   • API key: Type the Segment Source Snippet's API key
     • To find it, go to your Segment Workspace, open the Segment Source, select Add Segment to your site, and copy the string inside analytics.load("some-key")
     • 
   • Environment: Select an environment. We recommend starting with Test before switching to Production
   • Data to send: Turn on Track WalkMe Events and/or Track WalkMe UBT Events to send WalkMe data to Segment
   • WalkMe system ID: Find your system ID in the Snippet tab in the WalkMe Editor. Your system ID is the string in the CDN URL within the snippet code, between /users/ and /test/
     

Use Segment Data in WalkMe

After the integration is set up, you can use any parameter from the Segment Identify event as a variable in the WalkMe Editor.

For example: window._walkmeInternals.Segment.userId can be used for content segmentation.

To set up a segmentation rule using Segment data:

1. Open the WalkMe Editor
2. Select Manage Segments
3. Define a rule using your Segment variable

For more information, refer to the Segment documentation for available events.

Segmentation

Use WalkMe Data in Segment

When Track WalkMe Events is turned on, WalkMe event data appears in Segment under the environment where the integration was set up.

To view event data, go to Source and select Schema. From there you can see WalkMe event types, counts, and individual event properties.

This destination is maintained by WalkMe. For any issues, contact your Customer Success Manager or WalkMe Support.