Kana Destination

Destination Info
Partner Owned
  • This integration is partner owned. Please reach out to the partner's support for any issues.

Kana provides pricing infrastructure for internet businesses. This destination allows for a low-code integration of Kana, using Segment events to record the usage of your features in order to measure entitlement, gain insights and ensure customers are charged correctly.

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

Getting Started

  1. From the Destinations catalog page in the Segment App, click Add Destination.
  2. Search for “Kana” in the Destinations Catalog, and select the “Kana” destination.
  3. Choose which Source should send data to the “Kana” destination.
  4. Go to the API Key page within the Kana dashboard.
  5. Copy the API Key from ‘Admin API (Backend) Key’.
  6. Enter the API Key in the Kana destination settings in Segment.

Supported methods

Kana supports the following methods, as specified in the Segment Spec.

Identify

Send Identify calls to create, update, merge and identify users in Kana.

analytics.identify('userId123', {
  name: "John Doe",
  email: 'john.doe@example.com',
  billingId: 'cus_Lp1bSKob4laHDD'
});

Kana looks for the following traits in Identify events which map to user fields in Kana:

Field Required? Description
userId Required Maps to the id of a user in Kana. This is the external identifier of your user.
traits.name Optional Maps to the name of a user in Kana.
traits.email Optional Maps to the email of a user in Kana.
traits.billingUserId Optional Maps to the billingId of a user in Kana. Must be the customer id for either Stripe or Chargebee as valid billing providers.

All other traits will be dropped as they do not map to a field in Kana.

Creating, updating or merging

Kana looks at the userId and email to determine when to create, update or merge a user. The userId takes precedence as the canonical identifier. Kana allows for multiple users to have the same email.

Users which were initially imported from Stripe may have no userId but could have an email. Kana will try update or merge these users when Segment events come in with an email that matches. However, in the event these users could not be merged (likely meaning there are multiple users with the same email and one was a Stripe import which has no userId), Kana will flag these users to you in the Kana dashboard. There will be two boxes - one calling out users without a billingId and one calling out users which have the same email. You will be able to merge or delete these users in case it’s necessary.

See more on how creating, updating and merging works.

Track

Send Track calls to Kana in order to record when a customer has used a particular feature. For example:

analytics.track('Message Sent', {
  featureId: 'messages',
  delta: 1
});

Kana looks at all properties in Track events for mapping rules. However, Kana considers the following properties to be special:

Field Required? Description
properties.featureId Optional Used to map events to features directly. Should correspond to the id of a feature in Kana. Defaults to the any mapping rules if not present.
properties.delta Optional Used to record how much of a feature someone has used. Defaults to 1.

Events sent in without a userId (aka. anonymous events) will be dropped and responded to with a 400 Bad Request error.

Mapping Rules

There are two ways to map Segment events to Kana features:

  • Providing a properties.featureId field within a Segment event
  • Setting rules to map events to features within the Kana dashboard

The latter can be used as a no-code solution (which also won’t muddy data to other destinations), whereby Kana will look at incoming events and process them alongside rules you have defined to attribute them to features.

These rules can be created on the Segment Integration page within the Kana dashboard. They can be set based on the name and properties of a track event with multiple AND conditions if required.

All events will be sent from your source to Kana and stored there - no matter whether these will be used to record feature usage or not. Events which could not map to features are exposed within Kana. Any rules created afterwards will retroactively apply to these events, meaning events will reprocess against these new rules in an attempt to map them to features. If there are events you do not want to send to Kana (as they will never be used to record feature usage) then it’s recommended that you filter these events from sending.

See more on how to setup rules in the Kana dashboard.

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 Kana 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
API Key
(required)
string. You can find your Admin (Backend) API Key on the Developer > API Keys page in the Kana dashboard.

This page was last modified: 27 Oct 2023



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