Our Segment integration lets you:

  • Create and update contacts
  • Send events to trigger loops

Visit our Segment integration to learn more and follow the steps below.

Configuring the destination

After opening the link above, click “Configure Loops (Actions)”: Alt text

Select your data source, give the destination a name, and click “Create destination”.

Next, you’ll need an API key. You can generate a new one for Segment on the Loops API Settings page.

Enter the API key in the input on your Segment destination settings: Alt text

Enable the destination and “Save Changes”. Note that no data will start flowing until you create specific mappings for Loops.

Mappings

Segment action destinations require that you map specific fields from your source to your destination (in this case Loops). You can set this up by clicking into the “Mappings” tab and adding a new mapping. Currently we support updating contacts in Loops and sending events into Loops.

Create or update contact

First, select which events to map. Typically for contact creation and updates, the most useful event to map will be identify: Alt text

When sending a contact details to Loops, keep in mind that it must contain an Email and a User ID.

The next step is to load a sample event to help you map fields appropriately. For the purpose of the docs, we’ll be using this identify event:

{
	"messageId": "segment-test-message-gt3ds8",
	"timestamp": "2023-05-24T17:58:30.352Z",
	"type": "identify",
	"email": "[email protected]",
	"traits": {
		"firstName": "Adam",
		"favoriteColor": "blue",
		"favoriteNumber": 42
	},
	"userId": "test-user-a5h7xb"
}

We’ve provided some defaults for the mappings but it is important you review them: Alt text

Segment does not provide an interface to provide the names and types for custom fields that you might be using with Loops. In this example, those fields are favoriteColor and favoriteNumber. However, these fields can be passed in as a dictionary to “Custom Contact Attributes”.

⚠️ Ensure that the keys and values you provide match the schema you’ve created in your Contact Properties

We recommend you edit the object and specify the fields you want to send to Loops individually: Alt text

In most cases, you want to leave the subscribed field as is (deselected). Setting this to true will resubscribe contacts to email if they had previously unsubscribed and setting it to false will unsubscribe contacts from email. Leaving it deselected will default new users to subscribed to email and not touch the contact’s email preference for existing contacts. Alt text

After the mappings are configured, send the test event through and you should get a successful response: Alt text

Check your Loops audience page to ensure the contact was created as intended.

⚠️ Note, sending another test event with the same User ID or Email will update the existing contact instead of creating a new contact.

Send Event

First, select which events to map. Typically for sending an event, the most useful event to map will be track. It’s suggested you filter the events down to only ones that you plan on using within Loops:

Alt text

Then after defining or loading a sample event, configure the mapping:

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If this contact already exists in your Loops audience, the email field is optional. Loops will trigger based on the User ID. If the contact does not exist in your Loops audience (perhaps you are not using an identify call), you will need to provide an email address or Loops will not be able to create the contact for the event.

After configuring the mapping, you can send a test event and the response should indicate success:

Alt text

You can verify the event was received on your Loops events page.

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