Segment Integration

Segment Integration Checklist 

  Part 1: Log into Segment first

  1. Login to Segment Account
  2. Under Overview, click "Add a Source"
  3. Under Catalog, type in "HTTP API" which should pop up on the right
  4. Click "HTTP API" and then click "Connect"
  5. Add a name under source Setup and click "Add Source"
  6. Once you add a source, you should see a write Key
  7. Copy your write key from the clipboard 

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Part 2: Log into the Brightback App 

  1. Go to the Brightback Admin Page
  2. Click Settings in the lower left hand corner
  3. On the left side, see “Integrations
  4. Navigate to “Segment” listed under “Integrations” and click “Connect
  5. The modal will pop up that lists the benefits of connecting to Segment
  6. Paste your write key into the modal click "Save and Continue"

You will then see a green check mark next to Segment indicating it is connected 

What events are passed from Brightback into Segment? 

  • page_loaded: user has visited a Brightback cancel page 
  • watchlist: user has first visited Brightback page and not canceled within 30 mins 
  • cancel: user has confirmed the Brightback cancel request 
  • save: the Watch List session has expired and the user did not cancel 
  • deflect: any action has been clicked by the user to leave Brightback, including email, link, chat, offer, or schedule 
  • email: user has clicked the modal-based Feedback submission 
  • link: any link on Brightback has been clicked (includes modal actions and "Nevermind") 
  • chat: a Chat request has been clicked 
  • offer: an Offer-type modal was clicked 
  • schedule: a modal-based schedule request was clicked
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