Once you've added Marketing as a destination in Segment.com, you need to configure how data flows from your Segment.com sources to your Marketing account. This involves setting up actions and mapping your data fields.
Before you start
You must have already added Marketing as a destination in your Segment.com account.
You need at least one active source in Segment.com to send data from.
Your Marketing lists and data fields must be set up before configuring the mapping.
Learn more in Integrate Marketing with Segment.com.
Available actions
Marketing offers three actions in Segment.com:
The Marketing Segment.com integration has the following actions:
Action | Description |
Add contact to list | Add a new contact to a specific Marketing list. You can: - Map email address or mobile number as the contact identifier. - Select which Marketing list to add the contact to.- Map additional contact data from Segment.com to your Marketing data fields. - Mobile numbers must be prefixed with the international dialling code, for example +447000000001. |
Enroll contact to program | Automatically enroll a contact in a Marketing automation program. You can: - Map email address or mobile number as the contact identifier. - Select which Marketing automation program to enroll the contact in. - Map additional contact data from Segment.com to your Marketing data fields. - Mobile numbers must be prefixed with the international dialling code, for example +447000000001. |
Remove contact from list | Remove a contact from a specific Marketing list. You can: - Identify by email or mobile number - Select which Marketing list to remove the contact from. - Mobile numbers must be prefixed with the international dialling code, for example +447000000001. |
Send transactional email | Send a transactional email to a contact using Marketing transactional email functionality. You can: - Set the from address for the email. - Specify the to address (required). - Define the subject line (required). - Include HTML content (required). - Include plain text content (required). - Add Cc and Bcc addresses if needed. |
Send email | Send a marketing email campaign to a contact. You can: - Map email address as the contact identifier. - Select an existing Marketing email campaign to send. - Schedule the send for a specific date and time, or send immediately. - Map additional contact data from Segment.com to personalise the email content. |
Send SMS | Send a marketing SMS campaign to a contact. You can: - Map mobile number as the contact identifier. - Select an existing Marketing SMS campaign to send. - Schedule the send for a specific date and time, or send immediately. - Map additional contact data from Segment.com to personalise the SMS content. - Mobile numbers must be prefixed with the international dialling code, for example +447000000001. |
Send transactional SMS | Send a non-marketing SMS message to a contact. You can: - Specify the mobile number to send to (required). - Define the message content (required). - Set a custom from name or use a randomly generated number. - Enable link shortening to automatically shorten URLs. - Allow Unicode characters in the message. - Mobile numbers must be prefixed with the international dialling code, for example +447000000001. - Including Unicode characters in your SMS can increase the cost. Learn more. |
Configure an action
In your Segment.com account, go to your Marketing destination.
Select the action you want to configure, for example, Add contact to list.
Expand the more actions menu, then select Edit mapping to configure the data flow.
Under Define event trigger, choose your event type.
Optionally, filter by event name to target specific events from your source.
Map your data
For Contact identifier type, choose whether to map the email address or mobile number as the primary contact identifier.
Select the corresponding field from your Segment data.
From the list dropdown menu, choose the Marketing list where you want to add contacts.
Use the search function to find your list quickly if you have many lists.
Under Data Fields, choose the Marketing data field you want to map to.
Select the Segment.com source field to match it to the corresponding Marketing data field.
Next steps
Monitor your data flow in both Segment.com and Marketing to ensure contacts and information are syncing correctly. You can set up additional actions or modify existing mappings as your data requirements and needs grow.