Segment – Personyze Integration Guide

Your cross-channel targeting and personalization in Personyze can be drastically enhanced by integrating your data from Segment. Any trait you have on a person anywhere in your stack — CRM fields, email-platform attributes, offline transactions — arrives on their Personyze visitor profile and becomes usable in every targeting rule, content variable and report.

Setting up the integration

1. Open the Personyze drawer. In the panel go to Settings → Integrations, find Segment and click Configure.
2. Copy the webhook URL. The drawer shows the endpoint Segment should post to:
   https://app.personyze.com/rest/segment_identify
3. Generate a Segment key. Under Segment keys in the same drawer, generate a key. These are a separate set from the Full-featured API keys — a key made here won’t appear on the API card, and vice versa.
4. Create the destination in Segment. In Segment, add a Webhooks destination to the source whose users you want in Personyze, point it at the URL from step 2, and paste the key into the destination’s settings.
5. Send it identify calls. Once the destination is enabled, every identify that flows through the source creates or updates a Personyze profile from its traits.

How identity is handled

An identify call carrying previousId or anonymousId alongside userId re-keys the existing profile — a visitor who was anonymous before signing in keeps their history rather than starting a second profile.

To also tie Segment’s browser identity to the on-site visitor Personyze is tracking, read Segment’s anonymous id from its cookie:

1. Go to Settings → Visitor attributes and open the Cross-device user identifiers section.
2. Create (or edit) an identifier of type Cookie reading the cookie named ajs_anonymous_id.
3. Save and enable it. Historical Segment events — anonymous and identified — now associate with the same Personyze visitor.

Using Segment data in Personyze

Targeting

Traits arrive as visitor-profile fields. In any campaign’s Target step, click Add audience rule and pick the field under the profile-data rules — see targeting rules. Typical uses: demographic fields, role in company, industry, funnel stage, plus any custom trait from a platform connected to Segment.

Dynamic content

The same fields can be inserted into any creative as dynamic variables — “Welcome back, {first_name from your CRM}”.

Recommendations

Segment data can be used in recommendations either as filters added to a normal recommendation — pick the visitor-profile field in the filter options — or by the machine-learning algorithms, which take profile data into account automatically with no further setup.

On the Personyze site

• Segment personalization with Personyze — activating Segment audiences on-site.
• Website personalization — the targeting and content engine behind it.