Windsor Destination

Windsor provides startups a unified dashboard for all SaaS data. It pulls analytics and email events, customer support tickets, credit card transactions, and more to give a complete view of customers.

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

You can find more information on Windsor on the Windsor docs site.

Getting Started

1. From the Destinations catalog page in the Segment App, click Add Destination.
2. Search for “Windsor” in the Destinations Catalog, and select the Windsor destination.
3. Choose which Source should send data to the Windsor destination.
4. Go to the Windsor app Sources page
5. Select Segment and click Generate Token. Copy the token provided.
6. Enter the token in the Windsor destination settings in the Segment app.

Page

If you aren’t familiar with the Segment Spec, take a look at the Page method documentation to learn about what it does. An example call would look like:

analytics.page()

Segment sends Page calls as tracked events for each user, and also to the Windsor feed. Page events are hidden on Windsor by default, but can be enabled using the Show Hidden Events button at the top of the feed.

Screen

If you aren’t familiar with the Segment Spec, take a look at the Screen method documentation to learn about what it does. An example call would look like:

[[SEGAnalytics sharedAnalytics] screen:@"Home"];

Segment sends Screen calls to Windsor to the tracked events for each user, and also as events that appear in the Windsor feed.

Identify

If you aren’t familiar with the Segment Spec, take a look at the Identify method documentation to learn about what it does. An example call would look like:

analytics.identify("user-123", {
  name: "John Doe",
  email: "john@example.com",
  avatar: "https://avatar.windsor.io/user-123",
  phone: "+1 (415) 555-1234",
});

Windsor requires a userId and email for most integrations to work correctly. Additionally, if you include a value for phone, Windsor can track any text messages you send. The avatar property lets you add an image to identify users easily on Windsor.

Segment sends Identify calls to Windsor to create new users and their properties. You can find all your users on the Users Page

Best practices

Segment recommends that you make an Identify call frequently from your app. As a general guide, call identify:

• On sign up
• On every login (preferably on the device and server)
• Every time a core user property changes (name, email, avatar or phone number)
• On loading any pages that are only accessible by a logged in user

Track

If you aren’t familiar with the Segment Spec, take a look at the Track method documentation to learn about what it does. An example call would look like:

analytics.track('Login Button Clicked')

Segment sends Track calls to Windsor as tracked events for each user, and as events that appear on the Windsor feed.

To get the best experience with Windsor, Segment recommends that you follow the Segment’s specs for your industry or application .

• Mobile App
• E-Commerce
• B2B SaaS
• Video

Group

If you aren’t familiar with the Segment Spec, take a look at the Group method documentation to learn about what it does. An example call would look like:

analytics.group("group-id");

You can use group calls to attach an internal property to users who belonging to the same group, which Segment sends to Windsor to help correctly match users behind the scenes. Windsor does not support users belonging to multiple groups. If you call group() with a new group ID for the same user, it updates which group the user belongs to.

Alias

If you aren’t familiar with the Segment Spec, take a look at the Alias method documentation to learn about what it does. An example call would look like:

analytics.alias("new-user-id");

Segment sends Alias calls to Windsor to help correctly match users behind the scenes. It merges any user previously identified using the old userID with a user identified with the new userID. If a user does not exist with the new userID, Windsor will create a new user with the newly entered userID

This is an advanced method and will irreversibly merge users on Windsor (and possibly other destinations too). Make sure to read the Segment docs when implementing Alias.

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.