CleverTap Source

CleverTap is the all-in-one customer engagement platform that helps brands personalize and optimize all consumer touch points to improve user engagement, retention, and lifetime value.

Using CleverTap as a source on Segment, you can evolve your team’s engagement and marketing efforts. With CleverTap Exports, you can automatically send your users’ engagement and activity events to Segment and forward them to your destinations or warehouses.

Segment allows you to seamlessly move CleverTap data to your favorite BI or analytics tool to combine CleverTap data with the event data already flowing into Segment. This helps you get a holistic report of your engagement and marketing efforts.

This is an Event Cloud Source which can export data into your Segment warehouse and federate the exported data into your enabled Segment destinations.

This source is maintained by CleverTap. For any issues with the source, contact their Support team.

Getting Started

1. From your workspace’s Sources catalog page click Add Source.
2. Search for “CleverTap” in the Sources Catalog, select CleverTap, and click Add Source.
3. On the next screen, give the Source a nickname and configure any other applicable settings.
   • The nickname is used as a label in the Segment app, and Segment creates a related schema name in your warehouse. The nickname can be anything, but Segment recommends using something that reflects the source itself and distinguishes amongst your environments (like CleverTap_Prod, CleverTap_Staging, or CleverTap_Dev).
4. Click Add Source to save your settings.
5. Copy the write key from the Segment UI. You will need to input this key on the CleverTap > Partners Page.
6. Once you have the CleverTap Source’s Write Key, go to CleverTap Dashboard > Settings > Partners. Search for Segment, and a click “Add Integration”.
7. Give your connection a name, enter your write key, select a Segment Region, and choose a User Identity.
   • Note: Cross-region data is not allowed. Your events will be dropped by Segment if the region you select in CleverTap is different from your Segment Workspace Region.
8. Go back to Segment and navigate to your CleverTap source. Click Add Destinations to add any destinations that you want to receive CleverTap data.

Events

The table below lists events that CleverTap sends to Segment. These events appear as tables in your warehouse and as regular events in other Destinations.

CleverTap Event Properties

The table below list the properties included in the events listed above.

You can refer to CleverTap’s Derived Events & Attributes documentation to determine which attributes CleverTap forward to Segment.

Adding Destinations

Now that your source is set up, you can connect it with destinations.

Log into your downstream tools and check to see that your events appear as expected, and that they contain all of the properties you expect. If your events and properties don’t appear as expected, check the Event Delivery tool and refer to the docs for each destination.

If there are any issues with how the events are arriving to Segment, contact the CleverTap support team.

Send Data to CleverTap

You can take better advantage of CleverTap source when you also connect CleverTap as a destination in Segment. Using CleverTap as a destination, Segment translates your data and routes it to CleverTap in the format CleverTap understands, saving your engineering resources from a data conversion project. Learn more about how to use CleverTap with Segment.