Personalizing your website using Segment traits and Personas
With Segment Personas, you can build granular marketing audiences using your customer data from various sources, such as your connected CRMs, email marketing systems, ecommerce platforms and your own data warehouses.
With ConvertFlow's Segment Personas integration, you can personalize your website CTAs and content by targeting identified contacts based on their Segment Personas traits, without coding.
Here's how to set it up:
1) Connect ConvertFlow to Segment
First, you'll need to connect ConvertFlow as a Segment destination to a Segment source of your choice.
For more info on how to configure ConvertFlow as a destination for your Segment source, here's a tutorial →
2) Give ConvertFlow access to Segment Personas
Now that you've enabled ConvertFlow in Segment as a destination, ConvertFlow will ask for your Segment Personas details.
You'll also be able to optionally toggle a setting to send conversion events and form submissions to Segment. Learn more →
In Segment, head to Personas > API Access.
After that, generate an API access token for ConvertFlow. Then, copy it and paste it into the respective field in ConvertFlow's interface.
You'll also want to repeat this process for the "space ID" of Segment Personas.
Here's how these look:
3) Target your contacts based on their Segment Personas traits
Now that ConvertFlow has access to Segment Personas, it will start syncing the Segment Personas traits of the contacts you've identified, as they visit your website.
You can start using Segment targeting conditions in your ConvertFlow CTA campaigns to display personalized content, forms, popups, sticky bars, landing page funnel steps and more.
For reference, here are the Segment Personas targeting conditions ConvertFlow currently supports:
- If trait matches in Segment
- If trait does NOT match in Segment
- If trait contains keyword in Segment
- If trait does NOT contain keyword in Segment
- If trait integer is greater than in Segment
- If trait integer is less than in Segment
Finding your Segment Personas traits
Using the "Explorer" tab in Segment Personas, click on a contact profile and you'll find the traits currently being used in your Segment Personas audiences.
For more info on using Segment Personas, here is the Segment Personas documentation.