Segment (Action)

Overview

The Destination Action framework lets you see and control how Segment sends the event data it receives from your sources to action-based destinations. In other words, it helps to create the following:

  • Subscriptions, a set of conditions that act as triggers to send data to the destination
  • Data mappings to format that data for the destination platform

After setting up the destination (action), Segment monitors the data that matches the conditions you create (called "triggers") for the subscription. When the conditions are met, explicit mapping transforms the incoming data into an output format that your destination can use.

Advantages of CleverTap (Actions) Destination

The following are the advantages of setting up CleverTap (Actions) Destination:

  • Upload User Profile
  • Delete User Profile

Set up CleverTap (Actions) Destination

To set up CleverTap (Actions) Destination:

  1. From the Segment web app, click Catalog and then click Destinations.
  2. Select Destinations Actions under Categories from the left navigation.
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  1. Click CleverTap (Actions).
  2. Click Configure CleverTap (Actions).
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  1. Select an existing Source to connect to CleverTap (Actions).
  2. Enter the following project details to authorize the connection:
    • Project ID
    • Region
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These details are obtained by navigating to the Settings > Project page of the CleverTap dashboard. Check the URL of your CleverTap account and then refer to the following table to identify the region for your account:

  • Passcode: For more information about passcodes, refer to Authentication.
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  1. Select Quick Setup to start with pre-populated subscriptions, or Customized Setup to configure each action from scratch.
  2. Click Configure Actions.

Available Presets

CleverTap (Actions) has the following presets:

Preset Name

Trigger

Default Action

User Upload

Event type = "identify"

Uploads User Profile to CleverTap dashboard

User Delete

Event type = "delete user"

Deletes user profile

Available Actions

Combine supported triggers with the following CleverTap-supported actions:

User Upload

Create a profile on the CleverTap dashboard or update it if it exists.

Field

Type

Description

Identity

string

  • This field is mandatory.
  • It is used to recognize a unique user.
  • It can be the user’s email, a phone number, or any other identifier that you are using to tag your users.

Created At

ts

  • This field is optional.
  • It denotes the date and time when the user profile was created.
  • Defaults to the current timestamp, if omitted.
  • For more information about converting this timestamp to Unix timestamps, refer to Conversion Timestamps.

Person Attributes

object

  • This field is mandatory.
  • It consists of user profile properties.
  • It is passed as key/value pairs.
  • properties[“Phone”] must be formatted as +[country code][phone number].

Delete User

Deletes the user profile on the CleverTap dashboard.

Field

Type

Description

Identity

string

  • This field is mandatory.
  • It is used to recognize a unique user.
  • It can be the user’s email, a phone number, or any other identifier that you are using to tag your users.

Conversion Timestamps

When mapping actions, you will see a Convert Timestamps setting. When enabled, it converts attributes containing ISO-8601 timestamps to Unix timestamps.

For example, if you send an event with a timestamp of 2006-01-02T18:04:07Z. It is converted to 1136253847. If the timestamp is not in ISO-8601 format, it is not converted. This avoids converting attributes such as phone numbers or IDs.