Plans supporting the integration of third party tools in knowledge base site

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Segment is a powerful tool for analyzing user data and will be extremely useful for a product and marketing team to understand user behavior. Good businesses use analytics to have a competitive edge.

Segment helps to collect, transform, send, and archive your first-party customer data. Segment simplifies managing data and connecting new tools, allowing to spend more time using your data and less time collecting it. You can monitor data from all your other tools, use Segment to watch it, and choose the correct data accordingly.

How will you integrate Document360 and Segment?

  1. From the Knowledge base portal, go to Settings > Knowledge base site > Integrations.

  2. Select Segment from the list of integrations and click Add.

  3. The Add new integration panel will appear.

  4. You can either configure with a Basic configuration or Custom configuration.

Basic configuration: Configure a standard integration of Segment with your Knowledge base.

You need to provide the following details:
a. Description: Enter the desired description.
b. Segment ID: Type your Segment ID.

NOTE

The Segment ID is a unique code snippet obtained from the Segment application. This ID is necessary for integrating Segment and Document360 in the Knowledge Base portal.

Custom configuration: Configure an advanced integration of Segment with your Knowledge base by adding custom events in snippet code.

To configure with Custom configuration:
a. Type a Description.
b. Type the desired snippet code.

  1. If required, you can use the Code inclusion/exclusion conditions feature to insert the code based on certain conditions such as the IP address, Workspace, and Language.

  2. Once done, click Add.

1_Screenshot-Integrating_Segment_and_Document360

How do I get the Segment ID?

  1. From the Segment dashboard, navigate to the left side toolbar and click the Develop section.

  2. Scroll down, and under Account info, you can copy the Account SID.

2_Screenshot-Getting_Segment_ID

After completing the Segment integration in the Document360 knowledge base, you can open Segment account interface to manage your data and tools.

NOTE

You can integrate Segment to better understand your users with schematized and actionable data to enhance your knowledge base and site experience.