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Insider Source


Source Info
  • The Insider Source is an Event Cloud source. This means that it sends data as events, which are behaviors or occurrences tied to a user and a point in time. Data from these sources can be loaded into your Segment warehouses, and also sent to Segment streaming destinations. Learn more about cloud sources.

Insider(link takes you to an external page) Growth Management Platform (GMP) helps digital marketers drive growth across the funnel. Insider GMP helps marketers deliver personalized journeys across the web, mobile web, mobile apps, messaging, email, and ad channels using the unified data.

Take your company's marketing analysis to the next level by adding Insider as a Source to Segment. Insider will automatically collect cross-channel messaging channel events like Email Clicked, App Push Opened and SMS Clicked, forward them to your destinations and load them into your data warehouse.

This source is maintained by Insider. For any issues with the source,contact Insider Support team.


Getting Started

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  1. From the Source catalog page(link takes you to an external page) click Add Source.
  2. Search for Insider in the Sources Catalog, select click Insider, and click Add Source.
  3. On the next screen, give the Source a name and add any labels to help you organize and filter your sources. You can give the source any name, but Segment recommends a name that reflects the source itself, as this name auto-populates the schema name. For example, the source name Insider creates the schema insider.
  4. Click Add Source to save your settings.
  5. After configuring settings, contact your Insider Customer Success Manager to set up the Segment Source Integration using your writekey.

Stream

Insider uses a server-side track 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 Insider to pass the uuid (unique user ID) associated with the user as the userId. This is the same userId that Insider originally receives from the downstream destination with Segment. You can easily change the identity attribute to email, phone number, uuid, or any custom attribute. If the selected identifier is not present or you want to pass additional identifier under anonymousID, Insider is capable of sending a secondary selected identifier as anonymousID.


The table below lists events that Insider sends to Segment. These events appear as tables in your warehouse, and as regular events in other Destinations.

Event NameEvent Description
Email DeliveredAn email was successfully delivered to user.
Email OpenUser opened the email campaign.
Email ClickedUser clicked a link in the email campaign.
Email BouncedUser's receiving mail server did not accept it.
Email UnsubscribeUser no longer wants to receive marketing emails.
WhatsApp ReplyUser clicked any button in WhatsApp Message.
WhatsApp Reply First ButtonUser clicked the first quick reply button.
WhatsApp Reply Second ButtonUser clicked the second quick reply button.
WhatsApp Reply Third ButtonUser clicked the third quick reply button.
WhatsApp Reply Auto ReplyUser replied to WhatsApp message in a template that includes quick reply.
WhatsApp Reply Other ReplyUser replied to WhatsApp message in any template.
WhatsApp Opt OutUser no longer wants to receive marketing WhatsApp marketing messages.
SMS ClickUser clicked a link in the SMS message.
SMS DeliveredAn SMS was successfully delivered to user.
SMS UnsubscribeUser no longer wants to receive marketing SMS marketing messages.
Journey EnterUser entered a Journey.
Journey ExitedUser exited from a Journey.
InApp SeenUser has seen the InApp campaign.
Push DeliveredApp Push message delivered to user.
Push SessionUser clicked an App Push.
Session Start From PushApp is opened by clicking an App Push
Session StartEvery time App is opened
Lead CollectedA new lead has been collected.
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Info

Insider sends any custom events you define to Segment for use in downstream tools.


The table below list the properties included in the events listed above.

Parameter NameDescription
campaign_idID of the campaign
campaign_nameName of the campaign
ip_addressIP address of the user
user_agentThe user agent responsible for the event. This is usually a web browser.
variation_idVariation ID of a campaign
journey_idID of the journey users entered. Used in the Events segment, and Exit Criteria.
variant_idVariant ID of a campaign.
nameName of the journey users entered.
reasonThe reason of the Journey Enter event.
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Insider sends any custom event parameters you define to Segment for use in downstream tools.


Insider is capable of sending traits associated with a user in a track call to Segment. The traits will be passed along in the context object.

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{
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"anonymousId": "c1da3de8-b4b7-4cf2-b496-6a271890ff40",
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"context": {
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"library": {
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"name": "Insider",
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"version": "1.0.0"
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},
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"traits": {
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"email": "f***.p***@h***.c***",
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"phone": "6***"
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}
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},
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"event": "Email Open",
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"integrations": {},
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"messageId": "api-2HgvQRYmsMWNlgqEuOKQmMWt5Wb",
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"originalTimestamp": "2022-11-17T21:12:00.335Z",
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"properties": {
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"campaign_id": "10305",
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"campaign_name": "20221117_midmonthsalethe1_cdsonp... Copy",
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"email": "f***.p***@h***.c***",
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"ip_address": "1***.2***.7***.1***",
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"user_agent": "Mozilla/5.0",
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"variation_id": "10305"
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},
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"receivedAt": "2022-11-17T21:12:03.554Z",
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"timestamp": "2022-11-17T21:12:00.335Z",
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"type": "track"
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}

The table below list the traits that can be included in the events listed above.

Attribute NameDescription
EmailUser's email address
PhoneUser's phone number
NameUser's name
SurnameUser's surname
AgeUser's age
CountryUser's country information
CityUser's city information
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Insider can send any default or custom user attributes as traits defined by a user that you can use in Segment.


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 Insider support team.