Insider Cloud Mode (Actions)

Insider Growth Management Platform (GMP) helps digital marketers drive growth across the funnel. Insider GMP helps marketers deliver personalized journeys across the web, mobile web, mobile apps, messaging, email, and ad channels using unified data.

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

Benefits of Insider (Actions) vs Insider Classic

Insider (Actions) provides the following benefits over the classic Insider destination:

• Adjustable Mappings: By using Insider (Actions), you can map your events and attributes to Insider events and attributes, and easily adjust as needed.
• Data Consistency: Pre-Built Mappings can help you to integrate Insider faster and ensure data consistency between Insider and Segment.

Getting started

1. From the Segment web app, click Catalog, then click Destinations.

2. Find the Destinations Actions item in the left navigation, and click it.

3. Click Configure Insider.

4. Select an existing Source to connect to Insider Cloud Mode (Actions) and click Next.

5. Give your destination a name and click Create destination.

6. On the settings page for your destination, add the following settings:

   • Account Name: Your Insider Account (Partner) Name.
   • API Key: Your Unified Customer Database API Key, see how you can generate API key in the Insider Academy API Authentication Tokens documentation.

7. Enable your destination and click Save.

Destination Settings

Setting	Description
Account Name	Required. You can get your Account Name via Insider Inone Panel > Settings > Inone Settings > Account Preferences.
API Key	Required. You can get your API Key via Insider Inone Panel > Settings > Preferences > Integration Settings

Available Presets

Insider Cloud Mode (Actions) has the following presets:

Preset Name	Trigger	Default Action
Create or Update a User Profile	Event type = "identify"	Create or Update a User Profile

Available Actions

Build your own Mappings. Combine supported triggers with the following Insider Cloud Mode-supported actions:

• Product List Viewed Event

• Create or Update a User Profile

• User Registered Event

• Cart Viewed Event

• Product Removed Event

• Checkout Event

• Product Viewed Event

• Track Event

• Product Added Event

• Order Completed Event

Product List Viewed Event

Record Product List View Event to Insider

Product List Viewed Event is a Cloud action. The default Trigger is: type = "track" and event = "Product List Viewed"

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Create or Update a User Profile

Action used to update a User’s attribute in Insider InOne.

Create or Update a User Profile is a Cloud action. The default Trigger is: type = "identify"

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User Registered Event

Record User Registered Event to Insider

User Registered Event is a Cloud action. The default Trigger is: type = "track" and event = "User Registered"

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Cart Viewed Event

Record Cart Viewed Event to Insider

Cart Viewed Event is a Cloud action. The default Trigger is: type = "track" and event = "Cart Viewed"

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Product Removed Event

Record Product Removed Event to Insider

Product Removed Event is a Cloud action. The default Trigger is: type = "track" and event = "Product Removed"

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Checkout Event

Record Checkout Events to Insider

Checkout Event is a Cloud action. The default Trigger is: type = "track" and (event = "Checkout Started" or event = "Checkout Step Viewed")

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Product Viewed Event

Record Product View Event to Insider

Product Viewed Event is a Cloud action. The default Trigger is: type = "track" and event = "Product Viewed"

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Track Event

Record custom event to Insider

Track Event is a Cloud action. The default Trigger is: type = "track"

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Product Added Event

Record Product Added Event to Insider

Product Added Event is a Cloud action. The default Trigger is: type = "track" and event = "Product Added"

Click to show / hide fields

Order Completed Event

Record Order Completed Event to Insider

Order Completed Event is a Cloud action. The default Trigger is: type = "track" and event = "Order Completed"

Click to show / hide fields

Migration from the classic Insider destination

If you’re already using Insider (Classic) Destination, you’re not expected to have breaking changes when upgrading to the Insider (Actions) destination. You can configure the new Actions mode destination and connect it to the same source(s) as the Classic destination and manually verify it before fully switching over.

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.

Settings

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

Setting	Description
Account Name (required)	string. You can get your Account Name via Insider Inone Panel > Settings > Inone Settings > Account Preferences.
API Key (required)	password. You can get your API Key via Insider Inone Panel > Settings > Preferences > Integration Settings