Upollo Source

Upollo gives unique and actionable insights that lead to conversion, retention, and expansion.

This source is maintained by Upollo. For any issues with the source, contact Upollo’s Support team.

Getting started

1. From your workspace’s Sources catalog page click Add Source.
2. Search for “Upollo” in the Sources Catalog, select Upollo, and click Add Source.

3. On the next screen, give the Source a nickname and configure any other 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 (for example, Upollo_Prod, Upollo_Staging, Upollo_Dev).
4. Click Add Source to save your settings.
5. Copy the Write key from the Segment UI.
6. Log in to your Upollo account and navigate to Connections. Connect the Segment Source and paste the Write key to connect.

Stream

Upollo uses server-side identify calls to send information about users. The table below describes the fields. Upollo uses a stream Source component to send Segment event data. It uses a server-side identify method to send data to Segment. These events are then available in any destination that accepts server-side events, and available in a schema in your data warehouse, so you can query using SQL.

The default behavior is for Upollo to pass the userId associated with the email recipient as the userId. There are cases in which Upollo does not have an associated userId, in which case the email address is passed in as the anonymousId.

Event properties

The table below lists the properties included in the events. Learn more about different properties in the Upollo documentation

For example

{
  "type": "identify",
  "userId": "97980cfea0067",
  "traits": {
    "email": "peter@example.com",
    "predictions": [{
      "name": "conversion",
      "score": 0.98,
      "timestamp": "2023-09-05T04:30:11Z"
    }, {
      "name": "expansion",
      "score": 0.78,
      "timestamp": "2023-09-05T04:30:11Z"
    }, {
      "name": "churn",
      "score": 0.12,
      "timestamp": "2023-09-05T04:30:11Z"
    }],
    "flags": [{
      "type": "MULTIPLE_ACCOUNTS",
      "first_flagged": "2023-09-05T04:30:11Z",
      "most_recently_flagged": "2023-09-05T04:30:11Z"
    }]
  }
}

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, check the Event Delivery tool, and refer to the Destination docs for each tool for troubleshooting.

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