Overview

You can activate Destinations by connecting them to created Segments. This will allow you to send messages or trigger any other destination action depending on the segment condition.

How to connect a Segment with a Destination

In the created Segment, locate and click on the Connect tab. From there you will be able to select the Destination and configure the connection.

SendGrid connection

NOTE: a SendGrid destination should be created prior to connecting a Segment with a Destination.

After clicking the Add connection button, users will be presented with a pop-up window with available Destinations to connect the Segment with. Locate and click on the desired SendGrid destination.

Connection configuration (Update contact list)

Once the SendGrid destination has been selected, users should configure the connection:

• Connection name
• Action type - Update contact list. The connection will be updating the contact list stored in your SendGrid account.
• Action subtype - what exactly should be done to the contact list: add new users to the contact list; create a new contact list; remove users from the contact list
• List - select the list to be updated
• Email field - select the attribute containing the email address information

Connection configuration (Send email)

Once the SendGrid destination has been selected, users should configure the connection:

• Implementation Type: Server-side.
• Implementation Technique: REST API with audience triggers.
• Frequency: Real-time.
• Resulting data: Intempt users that are a member of the selected segment(s) are exported as SendGrid contacts. A new SendGrid contact list is created for a corresponding Intempt segment or they are added to the selected list already available in Sendgrid.

This integration utilizes the SendGrid APIs to send user data. Once the export is started the job will:

1. Create a new custom field in SendGrid called intempt_segments to record Intempt segment membership.
2. Create a new SendGrid contact list if “Create new list” is selected
3. Add users from the segment to an existing Sendgrid contact list

The SendGrid segment(s) created by the job will ultimately contain the users from the exported Intempt segment(s). The destination will receive real-time updates when a user enters or exits the audience. For each user to export, it will:

1. Create the users as contacts in SendGrid.
2. If a list was selected in configuration the users will be added to the list as part of the update.

Configuration

Follow these steps to set up and configure the SendGrid segment export in the Intempt platform.

Go to “Segmentation” section and select "Segments" tab.

Locate the desired and already created Segment and click on it.

At the top, locate and click on the "Connect" tab.

Click "Add connection" and select the "Sendgrid" destination.

Input your connection name.

Choose action type as "Export segment".

Choose trigger type:

• Add to existing contact list
• Create a new contact list
• Remove contact list

Select a list from the to List dropdown to export your users to segment(s) on a list within.

Select "Email field" - choose attribute containing the email address information.

Click "Create connection" to save and generate a connection.

How to connect a Segment with Sendgrid: Send emails

You can use this connection type to trigger a SendGrid transactional email to your customers when they enter/exit a segment. For example, send a welcome email when a customer moves from unknown to known, or a retention email when a customer becomes disengaged.

Integration Details

• Implementation Technique: REST API with segment triggers.
• Frequency: Real-time.
• Resulting data: An email sent to users entering/exiting the segment.

The connection uses SendGrid's v3 Mail Send API to deliver emails with the template you select during configuration. Thus before you can set up this job, you must first have created the dynamic transactional template you will use in your SendGrid account. Each time a user enters the segment selected during configuration, Intempt will:

1. Populate a payload with Intempt user profile fields
2. Use the Mail Send API to trigger the email.

The job will then wait for more users to enter the audience, and repeat this process as necessary.

Configuration

Follow these steps to set up and configure the SendGrid triggered email export in the Intempt platform.

Go to “Segmentation” section and select "Segments" tab.

Locate the desired and already created Segment and click on it.

At the top, locate and click on the "Connect" tab.

Click "Add connection" and select the "Sendgrid" destination.

Input your connection name.

Choose action type as "Send email".

Choose trigger type:

• Entered segment
• Left segment

Enter your "From name" (senders name).

Enter email "Subject field".

Enter your "From email address" (senders email address). Note: the email should be verified in SendGrid.

Select "Template" from the dropdown list.

Select "Email field" - choose attribute containing the email address information.

Click "Create connection" to save and generate a connection.

How to connect a Segment with Twilio: Send SMS

You can use this connection type to trigger a Twilio SMS messages to your customers when they enter/exit a segment.You can use this connection type to trigger a Twilio SMS messages to your customers when they enter/exit a segment.

Integration Details

• Implementation Technique: REST API with segment triggers.
• Frequency: Real-time.
• Resulting data: SMS sent to users entering/exiting the segment.

Each time a user enters the segment selected during configuration, Intempt will:

1. Populate a payload with Intempt user profile fields
2. Use the SMS Send API to trigger the SMS message.

The job will then wait for more users to enter the audience, and repeat this process as necessary.

Configuration

Follow these steps to set up and configure the SendGrid triggered email export in the Intempt platform.

Go to “Segmentation” section and select "Segments" tab.

Locate the desired and already created Segment and click on it.

At the top, locate and click on the "Connect" tab.

Click "Add connection" and select the "Twilio" destination.

Input your connection name.

Choose action type as "Send SMS".

Choose trigger type:

• Entered segment
• Left segment

Enter your "Message".

Select "Phone number field" - choose attribute containing the phone number information.

Click "Create connection" to save and generate a connection.

How to connect a Segment with Twilio: Send SMS

You can use this connection type to trigger a Twilio SMS messages to your customers when they enter/exit a segment.

Integration Details

• Implementation Technique: REST API with segment triggers.
• Frequency: Real-time.
• Resulting data: ticket sent to CS team, when user is entering/exiting the segment.

Each time a user enters the segment selected during configuration, Intempt will:

1. Populate a payload with Intempt user profile fields
2. Use the ticket send API to trigger the ticket sending

The job will then wait for more users to enter the audience, and repeat this process as necessary.

Configuration

Follow these steps to set up and configure the SendGrid triggered email export in the Intempt platform.

Go to “Segmentation” section and select "Segments" tab.

Locate the desired and already created Segment and click on it.

At the top, locate and click on the "Connect" tab.

Click "Add connection" and select the "Freshdesk" destination.

Input your connection name.

Choose action type as "Send ticket".

Choose trigger type:

• Entered segment
• Left segment

Choose the priority of the ticket:

• Low
• Medium
• High
• Urgent

Choose the status of the ticket:

• Open
• Pending
• Resolved
• Closed

Input the subject of the ticket.

Enter the description of the ticket.

Click "Create connection" to save and generate a connection.