Targeting your survey with Segment data

Qualaroo customers using Segment can take advantage of additional survey targeting features for displaying their surveys.

For example, use our Identity targeting options by calling the Segment .identify() method. Segment will properly set a flag which Qualaroo will use to determine whether to show a survey to known, unknown, or both users visiting your page. This identifier, usually a user ID or an email address, will additionally be saved with the survey response as metadata.

If you have Qualaroo's Premium plan, you are also able to utilize Qualaroo's Custom Property targeting options through Segment.

There are two ways Segment will set custom properties in Qualaroo.

First, when you call .identify(), the other traits passed with the userId will be set as Custom Properties. In Qualaroo, you can choose to show the survey based on those values. For example:

In the above, you could choose only to target users who downloaded a guide by adding downloadedGuide=true in your Qualaroo targeting settings. When the above code is called, Segment will set the property and the survey will fire.

Second, you may want to display a survey to a user who takes a certain site action you're sending to Segment. In order to achieve this, you'll first need to login to Segment, find Qualaroo from your destinations list, then click "Record Events to Qualaroo".

Once you do that, the .track() calls Segment method will set a Qualaroo custom property. You'll need to target by these properties in your Qualaroo targeting settings, and the formatting is important. Here are some examples to guide you:

Further information about the Segment integration can be found in this article within their help center. 

When using Custom Properties sent by Segment to target your nudge, please ensure that all properties used are present on the pages you intend to target your nudge. If all properties are not present, the nudge will not fire.