The Configuration Checklist - Segment.com

Updated 3 months ago by Angelo Matheou

Welcome to Aptrinsic!  

Although the initial installation should be straight-forward, we’ve put together this checklist to make it dead simple. 

This Configuration Checklist is for those who ARE using a Segment.com for tag management.  If you are using another method, please click on one of the below:

Here's a quick setup video

Segment must be running on all of pages of your web application or site that you wish to use Aptrinsic on.
Your Segment integration must include use of the identify call (identifies the user & group/account)

Still here?  Great, once you complete the below steps, your Aptrinsic Installation will be complete so that your events and their associated users/accounts from your product will be flowing into Aptrinsic.


STEP 1:  Create your Product Definition and Aptrinsic Tag Code

Navigate to Account Settings->Products and create your product definition, for example:

Once created, you’ll need to create a tag for this product by entering in the URL of your Web Application and clicking on the orange Generate button.  

The URL you enter is for informational purposes only and what you enter there does not impact your use of Aptrinsic.  Nevertheless, it is good practice to enter in the URL there to keep track of which of your products is assigned to which tags.

Now you have created the tag that will be associated with your product & channel (i.e. Web App or Website).

If you also have a website that you want to track leads from, click the Website tab, enter in the URL for your website and again, click the Generate button to create the tag for the website channel.

NOTES:

  • You have the ability to create, track and build engagements for more than a single product!  Just repeat the process for your additional products
  • You may also want to define one product for each of your environments that you plan on using with Aptrinsic (i.e. staging, production)
  • The free version of Aptrinsic allows for one product definition

Step 2: Setup Aptrinsic in Segment.com

To setup Aptrinsic using Segment.com, simply include the Aptrinsic Integration located at https://segment.com/integrations/aptrinsic

With Segment’s Aptrinsic integration, you’ll be able to easily integrate Aptrinsic’s Tag and Web SDK for your web site and web app. 

Setting up Segment for Aptrinsic is straightforward.  Locate the Aptrinsic integration in the Segment Integrations Dashboard.  Toggle it to “On” and setup appropriate parameters including Aptrinsic’s Product ID, which is located in Product Settings screen and will resemble the following:  AP-xxxxxxxxxxx-2. 


STEP 3: Verify user event data is flowing into Aptrinsic

Once your developers confirmed that the above steps have been completed and the code has been pushed, you can confirm that all is good by logging into your Aptrinsic subscription and you should see events, users and accounts flowing in.

To confirm, navigate to the audience explorer

 Select one of the users and click on the Full Profile green button and you should see Recent Activity!

Check out our Troubleshooting Guide FAQ for more help if you are not seeing users or events flowing into your Aptrinsic subscription. 

INSTALLATION COMPLETE... you are now ready to start using Aptrinsic!

Now, check out our Instrument your Product guides to get started :)


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