Trigger - Segment Event

The Segment Event trigger allows you to start a Flow when an event is triggered in Segment.com. For instance, when a person signs up for your app, you can send them a welcome email.

Note that:

• The Segment Event trigger will not work with events from Ingest API or JavaScript Tracking. For that please use the Event trigger.
• The Segment Event trigger can fire multiple times. For instance, if you have an event "Task Created" that triggers every time a person creates a task in your product, the step will trigger every time someone creates a task. However, you can use a filter step to end the Flow for people that have already completed the action. Read the last section of this article.

Do not confuse the Segment Event trigger with the Entered Segment trigger:

Connecting Encharge to Segment

For the Segment Event trigger to work, you must integrate Encharge with your Segment account. This process involves technical work, so you must coordinate with your development team. To learn how to connect Encharge and Segment please read the developer's documentation.

How to set up Segment Event trigger step?

To set up the step enter the name of the Segment Event. Note that the event name is case sensitive and must match exactly the name of the event in your Segment implementation, otherwise, the step will not trigger.

The step will trigger every time someone performs this event (action).

Filtering with event properties

You can optionally add event properties to filter which event is specifically triggered with the step. 

Event properties are additional attributes that come with events. For instance, the event "Signed Up" might have the properties: "Name", "Email", "Country" (of the person). A "Task created" event might have the properties: "Type of task", "Submission time", and so on.

In the example below, the step will only trigger if the task created is a recurring task.

To remove an event property click on the trash can on the right of the event name.

How to prevent people from triggering a Segment Event more than once?

The Segment Event trigger can fire multiple times. For instance, if you have an event "Task Created" that triggers every time a person creates a task in your product, the step will trigger every time someone creates a task. 

It's currently not possible to prevent people from entering a Segment Event trigger step more than once. However, you can use a filter step to prevent people from continuing in the Flow if they have already performed the event. To do so connect the Segment Event trigger to the Check Field filter step:

Then set up the Check Field step by adding an Event condition and using the name of your event. Note that the Event condition also works events received from Segment.com

Use the "Event count" switch and choose More than 1 time. This will target people that have performed the event 2 or more times:

Finally, connect the Check Field filter step to an action step. To end the Flow for people that have performed the event more than 1 time connect the Yes link to an End Flow step.

Using a Segment

Another way to prevent a person from entering a Flow more than once when they perform an event multiple times is by creating a Segment with Event condition:

Then in the Flow builder, use the Entered Segment step and connect it to the actions you'd like. With this setup, a person can enter a Segment only once, therefore the step can't be triggered more than once when they perform the action again.

Testing Segment Events

Use cases

Additional resources and use cases.

• Create a Trigger-Based Email Onboarding Flow for Your SaaS. The Step-by-Step Guide
• How to Set Up a Trial Welcome Email?
• [Webinar] User Onboarding Emails — Examples & Best Practices