TUTORIALS

Landbot Segment Integration: How to Turn Your Chatbot into a Powerful Data Processor

Barbora Jassova
Editorial Manager, Landbot
Illustrator: Jana PĂ©rez
landbot segment integration

Data and event processing is the key to growth for any online business. The ability to efficiently  collect and process customer data and their behavior can be the difference between success and failure. That's why we introduced Landbot’s Segment integration.

Landbot is famous for many things including its super intuitive interface and exciting UI elements that take chatbots to a whole new level. However, besides that, we work hard to make our chatbot builder the best lead generation, qualification and data processing tool out there. 

From now on, you can easily send data (customer & event) to your favorite tools, do so in real-time while protecting data integrity!

Read on to learn how it works.

What is Segment?

Segment is one of the most popular data-focused MarTech tools on the market. Our CEO, Jiaqi Pan, gave it a shout out in his Top 21 MarTech Tools of 2021 piece. At Landbot, we not only admire the tool, we use it ourselves.

In the simplest of terms segment collects events from your website and mobile apps and is able to provide a solid data toolkit for every department in your company. Basically, you send messy technical data such as customer persona info, their online behavior and events to Segment and the tool cleans it all up, sends to the tools you use where your team and view and understand that data without issues. 

Landbot Segment integration provides that kind of in-depth insight into what is happening inside your bot. 

What Are the Possible Benefits of Landbot Segment Integration?

Landbot offers a variety of integrations such as Airtable, Mailchimp, Facebook Pixel, Salesforce, Slack, etc. 

So, what does Segment bring to the table?

The ability to export collected data to multiple software destinations with a use of a single Segment block, in real time. 

Speed and accuracy of data processing is crucial to business growth. The Segment integration simplifies chatbot data collection and distribution. While before you would have to insert multiple blocks to export data to your email marketing tool, CRM, advert software or analytics, with Segment you can do it faster, using that single integration inside your flow. 

Furthermore, Segment has been on the market for some time and so boasts quite an extensive catalogue of connecting tools. Using Segment, you can bypass using the webhook block inside Landbot to connect to the tools for which we don’t offer native integration just yet. 

Now let’s take a look at how it’s done!

How Does the Landbot Segment Integration Work?

While Segment is part of our native no-code integrations the setup requires some technical knowledge. However, the effort is worth it as the tracking possibilities are virtually limitless. 

1. Set up HTTP Source in your Segment Account

Before you start playing with the Segment block in Landbot builder, log in into your Segment account and click “Connections” in the left-side menu.

Press the blue button “Add Source” and search the tools library for HTTP API. Then click on it to select.

Once the pop-up appears confirm your selection by, once again, clicking “Add Source”.

To set up your source, give it a name that makes the connection easy to identity (in our case: LANDBOT) and press “Add Source”.

Now you will see the newly created source. 

Be sure to make a note of the generated Write Key as you will need it to setup the integration in Landbot.

2. Set up Your Segment Account inside Landbot

Inside the Landbot builder, draw an arrow from the selected block of your flow and select the Segment block from the pop-up menu: 

Once implemented, the integration’s editor will open on the left side of your screen:

Before anything else, click “ADD NEW ACCOUNT”.

A pop-up field will appear. Here, all you need to do is input the Source name (the one you selected for the source in segment) and the Write Key corresponding to it. 

Click “CONFIRM”

That’s it! Your source account is now connected to your bot.

Now, all it’s left to define is the information you wish to process.

3. Select The Goal Identify Users vs Track User Actions

Our Segment integration offers two possible tracking options for your source. You can only use one of them per block:

Identify Users

“Identify Users” action allows you to tie users to their actions and record their characteristics. 

The default identifier to record is the bot user ID. However, you are free to add as many traits to the bulk as possible. Simply activate the “Optional” button in the field. Then, create a name for each trait and associate it with an appropriate variable.

You can add any trait your bot managed to collect (name, email, country, gender, company, role, etc.)

The last section of the “Identify User” setup is called “Set Context”. It's completely optional but allows you to draw more contextual data such as IP address, location, device, etc.

To make this section work requires a bit of coding but still can be set up by your developer in minutes. 

Track User Actions

The second data option in the Landbot Segment integration is the “Track User Actions” option- It allows you to record any actions your users perform, along with any properties that describe the action.


The setup is very similar to the “Identify User” action. You need to create an event name (such as signup/subscription/content download/etc).

Once again you can add additional properties which follow the same set up as the “user traits” in the other data scenario. 

4. Set Up Destinations in Segment

After completing the integration setup in Landbot builder, return to segment to select the destinations you want to send your data. 

You can select the decision from Segment integration library or leverage the same HTTP API block we used to connect with Landbot. 

To export data from Segment to the 3rd-party tools of your choice, refer to their connections help docs.

Conclusion

Landbot is getting more powerful by the minute. 

With Segment on the list of Landbot’s native integrations, its new data processing and analytical potential expands substantially. 

Try building your lead generation bot or a lead scoring conversational assistant with Segment integration to carry the data where it’s most useful today!


Posted on
May 6, 2021
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