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| 1 | +--- |
| 2 | +rewrite: true |
| 3 | +title: Survicate (Actions) Destination |
| 4 | +id: 65a6ac19ea6d3ced628be00b |
| 5 | +--- |
| 6 | +[Survicate](https://survicate.com/integrations/segment-survey/?utm_source=segment&utm_medium=referral){:target="_blank”} is a complete toolkit for customer feedback. |
| 7 | + |
| 8 | +This destination is maintained by Survicate. For any issues with the destination, [contact the Survicate Support team ](mailto:[email protected]). |
| 9 | + |
| 10 | + |
| 11 | +## Getting Started |
| 12 | + |
| 13 | +1. From the Segment web app, click **Destinations**. |
| 14 | +2. Search for "Survicate (Actions)" in the Catalog, select it, and choose which of your sources to connect the destination to. |
| 15 | +3. Enter the "Workspace Key" into your Segment Settings UI which you can find from your [Survicate Workspace Settings](https://panel.survicate.com/o/0/w/0/settings/web-surveys){:target="_blank"}. |
| 16 | +{% include components/actions-fields.html %} |
| 17 | +## Identify |
| 18 | + |
| 19 | +If you're not familiar with the Segment Specs, take a look to understand what the [Identify method](/docs/connections/spec/identify/) does. An example call would look like: |
| 20 | + |
| 21 | +``` |
| 22 | +analytics.identify('userId123', { |
| 23 | + |
| 24 | + jobTitle: 'CEO', |
| 25 | + companySize: '50' |
| 26 | +}); |
| 27 | +``` |
| 28 | + |
| 29 | +When you call Identify, we pass Segment traits as respondents' attributes to Survicate. They can be used to trigger web surveys or filter survey results. |
| 30 | + |
| 31 | +All traits passed in Identify calls will be available in Survicate - once you view a respondent profile or export survey data. |
| 32 | + |
| 33 | +All `camelCase` attribute keys are translated to `snake_case`. |
| 34 | + |
| 35 | +All *object attributes* will be flattened to attributes prefixed by object key. All *array attributes* will be omitted. |
| 36 | + |
| 37 | +``` |
| 38 | +analytics.identify('1234', { |
| 39 | + address: { |
| 40 | + street: '6th St', |
| 41 | + city: 'San Francisco', |
| 42 | + state: 'CA', |
| 43 | + postalCode: '94103', |
| 44 | + country: 'USA' |
| 45 | + }, |
| 46 | + categories: ['startup','SaaS'] |
| 47 | +}); |
| 48 | +``` |
| 49 | + |
| 50 | +The above described call creates following respondent's traits in Survicate: |
| 51 | + |
| 52 | +| key | value | |
| 53 | +| ------------------- | ------------- | |
| 54 | +| id | 1234 | |
| 55 | +| address_street | 6th St | |
| 56 | +| address_city | San Francisco | |
| 57 | +| address_state | CA | |
| 58 | +| address_postal_code | 94103 | |
| 59 | +| address_country | USA | |
| 60 | + |
| 61 | +*Categories* attribute is omitted as it is an array attribute. |
| 62 | + |
| 63 | +## Group |
| 64 | + |
| 65 | +If you're not familiar with the Segment Specs, take a look to understand what the [Group method](/docs/connections/spec/group/) does. An example call would look like: |
| 66 | + |
| 67 | +``` |
| 68 | +analytics.group('group123', { |
| 69 | + name: 'Company Inc.' |
| 70 | +}); |
| 71 | +``` |
| 72 | + |
| 73 | +All Group traits will be passed to respondent attributes with `group_` prefix. All `camelCase` attribute keys are translated to `snake_case`. All *object attributes* will be flattened to attributes prefixed by object key. All *array attributes* will be omitted. |
| 74 | + |
| 75 | +``` |
| 76 | +analytics.group('group123', { |
| 77 | + name: 'Company Inc.', |
| 78 | + address: { |
| 79 | + street: '6th St', |
| 80 | + city: 'San Francisco', |
| 81 | + state: 'CA', |
| 82 | + postalCode: '94103', |
| 83 | + country: 'USA' |
| 84 | + }, |
| 85 | + categories: ['startup','SaaS'] |
| 86 | +}); |
| 87 | +``` |
| 88 | + |
| 89 | +The above described call creates the following respondent's traits in Survicate: |
| 90 | + |
| 91 | +| key | value | |
| 92 | +| ------------------------- | ------------- | |
| 93 | +| group_id | group123 | |
| 94 | +| group_name | Company Inc. | |
| 95 | +| group_address_street | 6th St | |
| 96 | +| group_address_city | San Francisco | |
| 97 | +| group_address_state | CA | |
| 98 | +| group_address_postal_code | 94103 | |
| 99 | +| group_address_country | USA | |
| 100 | + |
| 101 | +*Categories* attribute is omitted as it is an array attribute. |
| 102 | + |
| 103 | +## Track |
| 104 | + |
| 105 | +A Segment track call, f.ex: |
| 106 | +``` |
| 107 | +analytics.track('plan_purchased', { |
| 108 | + plan: 'Pro Annual', |
| 109 | + accountType : 'Facebook' |
| 110 | +}); |
| 111 | +``` |
| 112 | + |
| 113 | +will trigger a Survicate call that sends the event name and properties to Survicate. |
| 114 | + |
| 115 | +If you want to trigger your survey on a Segment event, you are able to do that by setting that condition in the panel in the targeting tab in the section: "When a user triggers an event" under "Where would you like to show the survey". |
| 116 | + |
| 117 | +When the Segment event fires and other targeting conditions you've set in the panel are met - your survey will show. |
| 118 | + |
| 119 | +Event properties are optional. |
| 120 | + |
| 121 | +### Sending survey answers to Segment |
| 122 | + |
| 123 | +Once the Segment integration is enabled in Survicate Integrations tab, it starts sending track events from your client-side source. Here's a sample call that will be triggered when a survey is answered. |
| 124 | + |
| 125 | +``` |
| 126 | +analytics.track('survicate_survey_answered', { |
| 127 | + answer: 'Great suppport!', |
| 128 | + answer_type: 'text', |
| 129 | + question: 'What makes us stand out from the competition?', |
| 130 | + survey: 'Advantages Over Competition Research', |
| 131 | +}); |
| 132 | +``` |
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