Connect GoCardless with SegMetrics

In this support documentation, we'll guide you through the process of seamlessly integrating GoCardless with SegMetrics. By connecting these two powerful tools, you'll be able to effortlessly track payments, gain comprehensive marketing insights, and optimize your campaigns for maximum success.

Main Topics:

• Connecting GoCardless with SegMetrics
• Tracking Payments with SegMetrics
• Reporting on Payment Insights for Marketing Strategies

Connecting GoCardless with SegMetrics

To connect GoCardless with SegMetrics, follow these straightforward steps:

1. In your SegMetrics account, head over to the Integrations page.
2. Select the GoCardless Integration.

3. Click Connect GoCardless.

   

4. When prompted, authorize the connection by signing in to your GoCardless account.

   

Once connected, SegMetrics will begin importing your GoCardless transaction data.

Tracking Payments with SegMetrics

Through the integration, SegMetrics imports all historical GoCardless transactions to give you a holistic view of your revenue data.

What type of transaction data is imported into SegMetrics?

• One-time/single pay transactions
• Subscription payments
• SegMetrics even tracks failed and refunded transactions

Reporting on Payment Insights for Marketing Strategies

It’s easy to run reports utilizing your GoCardless payment data.

The most common and fastest way to start reporting on your GoCardless data is by running a new Orders report in your SegMetrics account.

Reference to Other Support Documentation:

For further assistance, check out our detailed guide on Choosing Which Revenue Source to Connect.

Frequently Asked Questions:

Q: Can I connect multiple GoCardless accounts to SegMetrics?

A: Yes, you can integrate multiple GoCardless accounts to SegMetrics to consolidate data across different businesses or projects.

Q: Will this integration affect my GoCardless account security?

A: Not at all. SegMetrics maintains robust security protocols to ensure the confidentiality and integrity of your GoCardless data.

Q3: How frequently does SegMetrics sync with GoCardless?

A: SegMetrics automatically syncs with GoCardless on a regular basis, ensuring up-to-date payment information for your analysis.

By following these steps, you'll unlock the power of seamless payment tracking and gain deeper insights into your marketing strategies. Feel free to reach out if you have any questions along the way!