Segment Integration

Updated on August 15, 2019 Download PDFDownload as PDF
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Brief Overview

Using Segment™ is now possible for out of the box integration with WalkMe to inject the WalkMe snippet to any system integrated with Segment and to get events from segments and use it within your WalkMe content for different use cases (such as segmentation of content)

Use Cases

  • Using Data from Segment within the Editor for Segmentation Rules or as a Dynamic Variable.
  • Segment as “Tag” Manager (injecting WalkMe snippet to any system that uses and is integrated with Segment).
  • Using EUID from Segment.

Set up the Integration

Using Segment integration eliminates the need to deploy WalkMe on your application (the WalkMe snippet will be injected by Segment), make sure to remove the WalkMe snippet from your site once the integration is ready

  1. Go to the Segment Catalog and search for WalkMe, or click here
  2. From your Segment UI’s Destinations page click on “Add Destination”.
  3. Search for “WalkMe” within the Destinations Catalog and confirm the Javascript Source you’d like to connect to.
  4. In the WalkMe settings:
    • Select an Environment – in the example above “Production” was selected, we recommend using the test environment at first.
    • Place your Segment Snippet ID under the API key field: 
    • WalkMe system ID – you can find WalkMe system ID in your WalkMe Editor, go to  Menu – Snippet tab:

Using Segment Data in WalkMe

Once WalkMe integration is completed, you will be able to use the different events and data from Segment.

You can use any parameter from Segment in the editor as Variable for different use cases.

  • Example: using window._walkmeInternals.Segment.userId for WalkMe Content Segmentation.

In WalkMe Editor:

  • Open the Segmentation area (Rule engine) :

  • Define a Rule using Segment variable:

Use this segmentation in WalkMe Editor.

This destination is maintained by WalkMe. For any issues with the destination, please reach out to WalkMe Support team.

 

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