With Sherlock's Segment Action, you can automatically send custom events, user traits, or account traits based on engagement triggers back to Segment to feed your downstream tools. When this Action is triggered, you can choose to have Sherlock send a track, identify, or group call back to your Segment account.

CONNECTING TO SEGMENT AND ADDING A WRITE KEY

In order to start sending Actions back to Segment, you will need to give Sherlock the ability to write to your Segment source (the same one you use to send data to Sherlock) by entering your Segment Write Key into Sherlock.


Again, you should find the Write Key for your main Segment Source and enter it into the Segment Connection in Sherlock...

...or you can enter it from the prompt on the Action configuration page:


CREATING A SEGMENT ACTION - EVENTS

Sending custom events to Segment is a great way to feed your downstream tools with key engagement moments captured in Sherlock. To create a Segment event Action, simply:

  1. Add a new Action from the Action index page:

2. Set a Trigger

If you'd like to send an event to Segment, make sure to select a User trigger (instead of an Account trigger) since Segment does not accept Account-based events.

3. Select the Segment Destination

4. Select Create event option and give your event a name

You can then preview the syntax of the API call that will be made to Segment when your trigger is fired.

5. Click Set Live to have the Action begin firing



CREATING A SEGMENT ACTION - USER TRAITS

Sending custom user traits to Segment is a great way to "tag" users with a custom trait that can be feed to all the downstream tools you have connected to Segment. When this Action is triggered, Sherlock will send an identify call to your Segment account.

To create a Segment user trait Action, simply:

  1. Add a New Action from the Action index page:

2. Set a Trigger

If you want to create a user trait, make sure to select a User trigger (instead of an Account trigger).

3. Select the Segment Destination

4. Select Create user trait option, name your trait, and tell Sherlock what you want the value of the trait to be when the trigger is met.

You can then preview the syntax of the API call that will be made to Segment when your trigger is fired.

5. Click Set Live to have the Action begin firing


CREATING A SEGMENT ACTION - ACCOUNT TRAITS

Sending custom account traits to Segment is a great way to "tag" accounts with a custom trait that can be fed to all the downstream tools you have connected to Segment. When this Action is triggered, Sherlock will send a group call to your Segment account.

To create a Segment account trait Action, simply:

  1. Add a new Action from the Action index page:

2. Set a Trigger

If you want to create an Account trait, make sure to select an Account trigger (instead of a User trigger).

3. Select Segment Destination

4. Select Create account trait option, name your trait, and tell Sherlock what you want the value of the trait to be when the trigger is met.

You can then preview the syntax of the API call that will be made to Segment when your trigger is fired.

5. Click Set Live to have the Action begin firing

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