Groundswell Destination

Groundswell empowers sales teams with just-in-time notifications and account prioritization based on product usage insights.

This destination is maintained by Groundswell. For any issues with the destination, contact the Groundswell Support team.

Getting Started

1. From the Destinations catalog page in the Segment App, click Add Destination.
2. Search for “Groundswell” in the Destinations Catalog, and select the Groundswell destination.
3. Choose which Source should send data to the Groundswell destination.
4. Connect Segment from the “Integrations” page of the Groundswell web app, then copy the “API Key”.
5. Enter the “API Key” in the Groundswell destination settings in Segment.
6. When you return to the Groundswell web app, you’ll be prompted to select mappings between Segment traits and Groundswell properties. You’ll be able to use these later to define workflows and send data to other tools.
   • Select whether you are identifying Companies with Group or Identify traits.
   • Provide the names of Segment traits for all required Groundswell properties for both Companies and People.
   • Add any additional mappings you wish to provide for Companies and People.
7. As Groundswell begins receiving events from Segment…
   • You’ll be able to add Signals from the “Signals” page.
   • People and Companies identified by Groundswell will appear on the People and Companies pages, respectively. This is a good way to confirm your mappings are configured properly.

Supported methods

Groundswell supports the following methods, as specified in the Segment Spec.

Identify

Send Identify calls to identify individual users of your product, called “People” in Groundswell. For example:

analytics.identify('userId123', {
  email: 'john.doe@example.com',
  name: 'John Doe'
});

The email trait is required and will be used to identify People everywhere in Groundswell. The name trait is optional.

Group

Send Group calls to associate individual users with groups, called “Companies” in Groundswell. For example:

analytics.group('userId123', {
  name: 'Example, Inc.',
  website: 'https://www.example.com'
});

The name trait is required and will be used to identify Companies everywhere in Groundswell. The website trait is optional.

Track

Send Track calls to track individual product usage events, called “Signals” in Groundswell. For example:

analytics.track('User Signed In')

Engage

You can send computed traits and audiences generated using Engage to this destination as a user property. To learn more about Engage, schedule a demo.

For user-property destinations, an identify call is sent to the destination for each user being added and removed. The property name is the snake_cased version of the audience name, with a true/false value to indicate membership. For example, when a user first completes an order in the last 30 days, Engage sends an Identify call with the property order_completed_last_30days: true. When the user no longer satisfies this condition (for example, it’s been more than 30 days since their last order), Engage sets that value to false.

When you first create an audience, Engage sends an Identify call for every user in that audience. Later audience syncs only send updates for users whose membership has changed since the last sync.

Settings

Segment lets you change these destination settings from the Segment app without having to touch any code.