Business Intelligence - SegMetrics

Modified on Mon, 12 Aug at 3:08 PM

With the SegMetrics modules, you can add, update and delete the contact, tag, order, and subscription in your SegMetrics account.

To get started with the SegMetrics, create an account at segmetrics.io

Note

The module dialog fields that are displayed in bold (in the Make ,scenario not in this documentation article) are mandatory!

Connect Segmetrics with Make

To connect the SegMetrics app with the Make:

Log in to your SegMetrics account.
Click Settings > Account Settings. Copy the Account ID to a safe place.
Click Integrations.
Select the kind of integration you want to make either custom payments or custom Ads.
Enter a name for the integration and click Create Your Custom Integration.
Copy the Account ID, Integration ID, and API Key details to a safe place.
Log in to your Make and add a module from the SegMetrics into a Make scenario.
Click Add next to the Connection field.
In the Connection name field, enter a name for the connection.
In the API Key, Account ID, and Integration ID fields, enter the details copied in steps 2 and 6 respectively, and click Save.

You have successfully connected the SegMetrics app with Make and can now build scenarios.

Contacts and Tags

You can add, update, and delete the contacts, and contact tags using the following modules.

Add/Update a Contact

Adds a contact to the specified SegMetrics integration or updates an existing one.

Connection

Establish a connection to your SegMetrics account.

Contact Email Address

Enter (map) the contact's email address to add or update.

Date Created

Enter (map) a date on which the contact was created. See the list of supported date and time formats.

First Name

Enter (map) the contact's first name of the contact.

Last Name

Enter (map) the contact's last name of the contact.

Status

Select or map the contact's status of the contact:

Empty
Active
Inactive

Tags

Enter (map) the tag name or Tag ID associated with the contact.

Custom Fields

Enter the custom fields. You can enter multiple custom fields.

Key	Enter (map) the field key of a custom field. For example, contact's company.
Value	Enter (map) the value of the custom field. For example, the contact's company name.

Delete a Contact

Deletes a contact.

Connection	Establish a connection to your SegMetrics account.
Contact ID or Email	Enter (map) the Contact ID or the contact's email address you want to delete.

Add Tag to Contact

Adds a tag to the contact.

Connection	Establish a connection to your SegMetrics account.
Update by Email or Contact ID	Select or map a method to add a tag to contact: By Email By Contact ID
Email Address	Enter (map) the contact's email address to which you want to add a tag.
Contact ID	Enter (map) the Contact ID to which you want to add a tag.
Tags	Enter (map) the tag name or Tag ID associated with the contact. You can multiple tags.

Delete a Tag

Deletes a tag.

Connection	Establish a connection to your SegMetrics account.
Contact ID	Enter (map) the Contact ID whose tags you want to delete.
Email	Enter (map) the contact's email address whose tags you want to delete.
Tags	Enter (map) the tags you want to delete. You can add multiple tags.

Orders

You can add, update, and delete the order using the following modules.

Add/Update an Order

Adds an order to the specified SegMetrics integration or updates an existing one.

Connection

Establish a connection to your SegMetrics account.

Email Address

Enter (map) the contact's email address to add or update an order.

Invoice ID

Enter (map) the Invoice ID of the order to update.

Paid

Enter (map) the amount paid in cents towards the order.

Amount

Enter (map) invoice total amount in cents towards the order.

Created Date

Enter (map) the date of the invoice. See the list of supported date and time formats.

Items

Add the invoice item details. You can multiple invoice items.

Product Name	Enter (map) the product name.
Product ID	Enter (map) the Product ID.
Amount	Enter (map) the product price in cents.

Refunded

Enter (map) whether the invoice is refunded.

Delete an Order

Deletes an invoice.

Connection	Establish a connection to your SegMetrics account.
Invoice ID	Enter (map) an order Invoice ID you want to delete.

Subscriptions

You can add, update, and delete the subscriptions.

Add/Update a Subscription

Adds a subscription to the existing contact. If the subscription id already exists, it will be updated.

Connection	Establish a connection to your SegMetrics account.
Email Address	Enter (map) the contact's email address whose subscription details you want to add or update.
Contact ID	Enter (map) the Contact ID whose subscription details you want to add or update.
Subscription ID	Enter (map) the Subscription ID to add or update.
Amount	Enter (map) the subscription total amount in cents.
Product ID	Enter (map) the Product ID to which the subscription applies.
Start Date	Enter (map) the subscription's start date and time. See the list of supported date and time formats.
Last Bill Date	Enter (map) the subscription's last billed date and time. See the list of supported date and time formats.
Billing Cycle	Select the frequency of the subscription to be billed: Year Month Week Day
Frequency	Enter (map) the number of intervals (specified in the billing cycle) between subscription billings. For Example, if the billing cycle is monthly and the frequency is 3 then bills every 3 month
Quantity	Enter (map) the quantity of the plan to which the customer is subscribed. The default value is 1.
Trial End Date	Enter (map) the subscription end date if it's a trial. See the list of supported date and time formats.
End Date	Enter (map) a date at which the subscription will automatically get canceled. See the list of supported date and time formats.
Canceled Date	Enter (map) a cancellation date if the subscription has been canceled. See the list of supported date and time formats.

Delete a Subscription

Deletes a subscription.

Connection	Establish a connection to your SegMetrics account.
Subscription ID	Enter (map) a Subscription ID you want to delete.

Other

You can call APIs and record ad performance using the following modules.

Record Ad Performance

Adds the performance for a specific day.

Connection

Establish a connection to your SegMetrics account.

Enter (map) the details of the ad to which you want to add the performance. You can add multiple ads.

ID	Enter (map) the Ad ID.
Name	Enter (map) the ad name.

AD Campaign

Enter (map) the details of the ad campaign. You can add multiple ad campaigns.

ID	Enter (map) the Ad Campaign ID.
Name	Enter (map) the ad campaign name.

AD Set

Enter (map) the details of the ad sets. You can add multiple ad sets.

ID	Enter (map) the Ad Set ID.
Name	Enter (map) the ad set object name to which the ad belongs.

AD Spend

Enter (map) the amount spent on the ad for a day in Cents.

Date

Enter (map) the date to which the clicks, spend, and impressions apply to. See the list of supported date and time formats.

Impressions

Enter (map) the number of impressions on the ad for a day.

Clicks

Enter (map) the number of clicks on the ad for a day.

Make an API Call

Performs an arbitrary authorized API call.

Connection	Establish a connection to your SegMetrics account.
URL	Enter a path relative to `https://import.segmetrics.io/api`. For example, `/v1/{{connection.accountId}}/{{connection.integrationId}}/contact` Note For the list of available endpoints, refer to the SegMetrics API documentation
Method	GET to retrieve information for an entry. POST to create a new entry. PUT to update/replace an existing entry. PATCH to make a partial entry update. DELETE to delete an entry.
Headers	Enter the desired request headers. You don't have to add authorization headers; we already did that for you.
Query String	Enter the request query string.
Body	Enter the body content for your API call.

Example of use - Add a Contact

The following API call adds the contact in your SegMetrics account:

URL:

/request

Method:

GET

Matches of the search can be found in the module's Output under Bundles > Body > contact. In our example, specified contact was added: