ChurnZero Destination

ChurnZero is a real-time Customer Success platform that helps subscription businesses fight churn, expand current accounts, increase product adoption and optimize the customer experience.

This destination is maintained by ChurnZero. For any issues with the destination, contact the ChurnZero Support team.

Getting Started

Before you start, make sure ChurnZero supports the source type and connection mode you’ve chosen to implement. You can learn more about connection modes here.

1. From the Segment web app, click Catalog.
2. Search for “ChurnZero” in the Catalog, select it, and choose which of your sources to connect the destination to.
3. Enter the “API Key” into your Segment Settings UI which you can find within ChurnZero under Admin > Application Keys. Be sure you are providing the key for your Production instance of ChurnZero.
4. Once you’ve completed Steps 1-3, notify your ChurnZero Implementation Specialist or Customer Success Manager. The ChurnZero team will finalize your set-up for you. Note that you must also provide your Implementation Specialist or CSM with your company’s Segment Implementation Requirements.

Identify

If you’re not familiar with the Segment Specs, take a look to understand what the Identify method does. An example call would look like:

analytics.identify('userId123', {
  accountExternalId: '12345678',
  contactExternalId: 'john.smith@company.com'
});

Identify calls will match to Accounts and Contacts in ChurnZero when you pass the accountExternalID and the contactExternalID as traits.

Track

If you’re not familiar with the Segment Specs, take a look to understand what the Track method does. An example call would look like:

analytics.track('Clicked Login Button')

Track calls will appear in ChurnZero as in-app actions (ie. Events), associated with the correct Account and Contact based on the Identify call.

Personas

You can send computed traits and audiences generated using Segment Personas to this destination as a user property. To learn more about Personas, contact us for a demo.

For user-property destinations, an identify call is sent to the destination for each user being added and removed. The property name is the snake_cased version of the audience name, with a true/false value to indicate membership. For example, when a user first completes an order in the last 30 days, Personas sends an Identify call with the property order_completed_last_30days: true. When the user no longer satisfies this condition (for example, it’s been more than 30 days since their last order), Personas sets that value to false.

When you first create an audience, Personas sends an Identify call for every user in that audience. Later audience syncs only send updates for users whose membership has changed since the last sync.

Settings

Segment lets you change these destination settings from the Segment app without having to touch any code.

API Key

You can find it under the side nav bar, Admin -> Application Keys section.

Adding ChurnZero to the integrations object

To add ChurnZero to the integrations JSON object (for example, to filter data from a specific source), use one of the following valid names for this integration:

• Churnzero

• ChurnZero