ChartMogul (Actions) Destination
ChartMogul is a subscription analytics platform and CRM used by thousands of businesses to measure, understand, and grow their recurring revenue businesses.
This destination is maintained by ChartMogul. For any issues with the destination, contact their Support team.
Getting started
- From your workspace’s Destination catalog page search for “ChartMogul”.
- Select ChartMogul and click Add Destination.
- Select an existing Source to connect to ChartMogul (Actions).
- Create a source in ChartMogul.
- Make sure the Account / Contact / Enrichment data tab is selected and click Twilio Segment.
- Enter the Name for your source.
- Under Create a company in ChartMogul when select:
- the email or UserID is created — if you recognize any individual who interacts with your organization as a lead and want to create a customer record for them
- user is added to a company — if you recognize an individual who interacts with your organization as a lead only if they’re part of an organization
- Copy the Webhook URL.
- Click SAVE AND CONTINUE CONFIGURATION IN SEGMENT.
- Paste the Webhook URL in the ChartMogul destination settings in Segment.
Destination Settings
| Setting | Description |
|---|---|
| ChartMogul webhook URL | Required. Copy the webhook URL from ChartMogul and paste it here |
Available Actions
Build your own Mappings. Combine supported triggers with the following ChartMogul-supported actions:
Mapping limits per destination
Individual destination instances have support a maximum of 50 mappings.
Send Customer
Send a Customer (company) to ChartMogul CRM
Send Customer is a Cloud action. The default Trigger is: type = "group"
| Field | Description |
|---|---|
| MessageId* | Type: STRINGThe Segment message id |
| Event Timestamp* | Type: DATETIMEThe timestamp at which the event was created |
| Sent At* | Type: DATETIMEWhen the event was sent |
| User Id* | Type: STRINGSegment User Id |
| Group Id* | Type: STRINGSegment Group Id |
| Name | Type: STRINGThe company’s name |
| Description | Type: STRINGThe company’s name |
Type: STRINGThe company’s email |
|
| Website | Type: STRINGThe company’s website URL |
| Created at | Type: DATETIMEDate the group’s account was first created |
| Address | Type: OBJECTThe company’s address details |
Send Contact
Send a Contact to ChartMogul CRM
Send Contact is a Cloud action. The default Trigger is: type = "identify"
| Field | Description |
|---|---|
| MessageId* | Type: STRINGThe Segment message id |
| Event Timestamp* | Type: DATETIMEThe timestamp at which the event was created |
| Sent At* | Type: DATETIMEWhen the event was sent |
| User Id | Type: STRINGSegment User Id |
| Anonymous Id | Type: STRINGSegment Anonymous Id |
Type: STRINGThe user’s email |
|
| First Name | Type: STRINGThe contact’s first name |
| Last Name | Type: STRINGThe contact’s last name |
| Full Name | Type: STRINGThe contact’s full name. It is used if first_name and last_name are not provided. |
| Title | Type: STRINGThe contact’s job or personal title |
| Phone Number | Type: STRINGThe contact’s phone number |
Type: STRINGThe contact’s LinkedIn URL |
|
| Twitter (X) | Type: STRINGThe contact’s Twitter (X) URL or handle |
| Company | Type: OBJECTThe contact’s Company. It creates a Customer in ChartMogul if the company id is present. |
Supported event calls
ChartMogul (Actions) accepts two types of event calls:
- Track — used for contact details and custom attributes
- Group — used for customer details and custom attributes
ChartMogul uses attributes from these calls to create new or update existing custom attributes for contacts or customers, or to update customers’ select standard attributes.
Engage
You can send computed traits and audiences generated using Engage to this destination as a user property. To learn more about Engage, schedule 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, Engage 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), Engage sets that value to false.
When you first create an audience, Engage 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.
Real-time to batch destination sync frequency
Real-time audience syncs to ChartMogul (Actions) may take six or more hours for the initial sync to complete. Upon completion, a sync frequency of two to three hours is expected.
Settings
Segment lets you change these destination settings from the Segment app without having to touch any code.
| Setting | Description |
|---|---|
| ChartMogul webhook URL (required) |
string. Copy the webhook URL from ChartMogul and paste it here |
This page was last modified: 07 Aug 2024
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