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Copy file name to clipboardExpand all lines: src/connections/destinations/catalog/cliff/index.md
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@@ -16,10 +16,10 @@ This destination is maintained by Cliff.ai. For any issues with the destination,
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3. Name your integration and click **Authorise Segment**.
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4. Select your Workspace and Source and click **Allow**.
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5.[Create a Data Stream on Cliff](https://app.cliff.ai/apps/anomaly-detection/data-streams/create-streams). Choose which Segment events and dimensions to start monitoring. Enter the name of the event and click the blue **+** button. Repeat to add dimensions. Click **Continue**.
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**Note**: Cliff ingests _only_ the events you select in this screen.
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6. Select how often Cliff should batch the data that Segment sends.
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Copy file name to clipboardExpand all lines: src/connections/destinations/catalog/facebook-offline-conversions/index.md
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@@ -31,23 +31,23 @@ This page is about the **Facebook Offline Conversions**. For documentation on ot
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3. Authorize Segment to send data on your behalf by connecting through OAuth:
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By doing so, we will ask for `ads_management` and `public_profile` access scopes which will allow Segment to have proper permissions to send offline events to your Event Sets. You can read more about Facebook's [access and authentication](https://developers.facebook.com/docs/marketing-api/access) if you would like to know exactly what these scopes allow.
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**IMPORTANT**: Note that the Segment user that is OAuthing **MUST** have admin access in your company's Facebook Business Manager account. Otherwise, the authorization will fail.
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Once you complete the OAuth flow, you should be connected.
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_Note_: Once we retrieve your access token, they should not expire. However, if for whatever reason you are not seeing conversions come through you should check your destination settings and you should reauthorize.
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4. You **MUST** map the name of every Segment `track` event that you'd like to send and the corresponding ID of the Event Set where you want to send the conversions to. This is to avoid sending unwanted `track` events as conversions.
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You can find Facebook Offline Event Set ID by going to your **Offline Events** page in your Facebook **Business Manager** account and clicking the desired Offline Event Set here:
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## Track
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1) Map `track` events to Facebook's `CompleteRegistration` conversions:
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2) Map `track` events to Facebook's `Lead` conversions:
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3) Map all other custom or ecommerce `track` events to any Event Set ID:
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The following table shows how we map Segment's [semantic ecommerce](/docs/connections/spec/ecommerce/v2) or custom event names to Facebook's semantic conversion event names:
Copy file name to clipboardExpand all lines: src/connections/destinations/catalog/freshmarketer/index.md
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All attributes that are a part of traits should correspond to the field Label of those fields in Freshmarketer. Attributes that are not mapped with their corresponding fields are ignored.
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### Custom Traits
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As part of traits, you can a Field Label to send custom fields created in Freshmarketer. Also, custom fields will not be automatically created. You have to create them with the exact name and type to map to your field in Freshmarketer before proceeding to send data from Segment.
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Below is the Custom Field created in Freshmarketer product(Settings > Contact fields). You can drag and drop a field to create a new one.
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Copy file name to clipboardExpand all lines: src/connections/destinations/catalog/freshsales-suite-crm/index.md
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As part of traits, you can send custom fields created in Freshsales by using their internal names in camel case. You can find internal names in the corresponding field settings page.
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Custom fields won't automatically create. You have to create them in Freshsales before proceeding to send data from Segment. [Learn more](https://crmsupport.freshworks.com/en/support/solutions/articles/50000002389-how-to-create-custom-fields-for-contacts-accounts-and-deals-){:target="_blank"} about creating custom fields in Freshsales.
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Copy file name to clipboardExpand all lines: src/connections/destinations/catalog/gainsight-px/index.md
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2. Search for "Gainsight PX" in the Catalog, select it, and choose which of your sources to connect the destination to.
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3. To find your Gainsight PX key, log into Gainsight PX and navigate to Settings > Products > Web App. If you have not already entered the URL for your web application, do that and click the Generate button. The Tag Key is the value to the right of the URL value. Use the "Copy" button to copy the value to your clipboard.
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4. Paste the Gainsight PX Tag Key into the Segment connection settings API Key field.
Copy file name to clipboardExpand all lines: src/connections/destinations/catalog/gtag/index.md
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In Segment:
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In Google:
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> note ""
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To take full advantage of all the features of Enhanced Ecommerce, you'll want to take advantage of some specific events. The biggest differentiator between ecommerce and Enhanced Ecommerce is support for checkout steps. To take advantage of tracking your checkout funnel and measuring metrics like cart abandonment, you'll first need to configure your checkout funnel in the Google Analytics admin interface, giving readable labels to the numeric checkout steps:
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Then you'll instrument your checkout flow with `Viewed Checkout Step` and `Completed Checkout Step` events for each step of the funnel you configured in the Google Analytics admin interface, passing the step number and step-specific options through as a property of those events:
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1. When someone searches on your site, you must add the search term they used to the URL query, like this: `domain.com?s=coconuts`. The key ("s" in this case) can be any letter or string of letters.
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2. In your Segment source destinations catalog open the Gtag settings, scroll down to the Page Call settings and make sure to check the box for **Include Query String**.
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3. Inside Google Analytics, go to the **Admin** section, then click **View Settings** for the view you want to add Site Search to. Turn on **Site search Tracking** and enter the string from #1 into the Query parameter field. In this example it'd look like this:
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Copy file name to clipboardExpand all lines: src/connections/destinations/catalog/hubspot/index.md
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1. Create your audience criteria and preview the audience in Segment. Click Select Destinations.
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2. Next, select HubSpot as a destination for the audience in Segment. Use the default settings, which send an Identify call to mark users as members of an audience or when they have a specific trait. <!-- some clarifying changes coming here in a future update, per Dadson.-->
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3. Enter a name for the audience, and a description.
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Write down the **Audience key** (you'll need this to configure HubSpot in the next step), but don't click **Create Audience** yet.
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4. Go to your HubSpot Settings.
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5. Create a new `property` in HubSpot for each audience you want HubSpot to receive from Engage.
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This is required because HubSpot's schema is explicitly defined.
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You must do this *before* you send any Engage data from Segment to HubSpot.
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6. Set the object type.
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> The audience label's “internal name” in HubSpot *must exactly match* the Segment `audience key`. You can check this by clicking the `</>` icon to the right of the Label field, and making corrections.
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8. On the next screen, set the **Field type** for audiences to `Single Checkbox`. (This represents a boolean value that indicates audience membership.)
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(For computed traits, depending on whether the output is a string or number, select `Single-line text` or `Number`.)
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Click **Create** to finish adding the audience contact property.
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9. Back in the Engage Audience builder, click **Create Audience**. Engage sends any users that meet the audience criteria to HubSpot immediately.
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You can use the [Profiles Debugger](/docs/unify/debugger) to see the calls sent to HubSpot.
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You can check back in HubSpot to see the audience boolean as a contact property. For the audience created in the example above, you could check individual contact profiles and see a contact property called `Email Opened 30 Days` = `Yes`.
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You can also see this in the contact property history for each user record.
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