How to Send SegMetrics Report Data to a Slack Channel using Zapier

This guide will walk you through the process of sending SegMetrics report data directly to your Slack channel using Zapier. This integration allows you to keep your team informed and updated in real-time, ensuring everyone stays on the same page regarding your marketing efforts.


  • What You’ll Need
  • Create a new Zap for SegMetrics to Slack Integration
  • Configure the Trigger Event
  • Configure the Action Steps
  • Mapping Data from SegMetrics to Slack
  • Testing and Activating Your Zap

What You’ll Need

To make this process work, you’ll need the following:

  • Zapier account
  • SegMetrics account
  • Slack account

Create a new Zap for SegMetrics to Slack Integration

First, you’ll need to create a new Zap:

  1. Log in to your Zapier account. 

  2. Click on +Create Zap in the upper left corner.


  3. Give your zap a unique name so that you’ll remember its function.

Configure the Trigger Event

Now that you have a new zap, go ahead and configure the Trigger step:


  1. Click on the zap’s Trigger Step.


  2. When prompted to select an app, select Zapier’s built in “Schedule” app.

  3. For the trigger Event, select the frequency you’d like the zap to run. For example, if you’d like this function to run daily, select “Every Day.”

  4. Click Continue.

  5. Next, decide if the zap should run on the weekend or just on weekdays; also choose the time of day the zap should run.

  6. Click Continue.

  7. Continue through the trigger set up and click Test trigger.


Now that your trigger is configured, continue on to set up the zap’s Action steps.

Configure the Action Steps

For the rest of the zap, you’ll configure two different action steps. First will be the webhook configuration to pull the report data from SegMetrics. The second step will be to send that data into a Slack channel.


Action Step 1: Zapier Webhook Configuration:

  1. Click on the zap’s Action step.


  2. Search for and select Zapier’s built-in “Webhooks” action.


  3. For the action Event, select GET.

  4. For the URL, enter the following: https://api.segmetrics.io/
  5. Go to the saved report in the SegMetrics account you’d like to pull data from.

  6. In the URL of that report, select and copy everything from the account ID forward.

  7. Paste those details to the end of the URL within the action step. Here’s an example of a completed URL.

  8. In the Headers field, configure as follows for authentication into your SegMetrics account. You can find your account’s API key here.

  9. Click Continue.
  10. Test the action step by clicking Test Step.

Action Step 2: Slack Channel Configuration:

  1. Click the + button under the first action step.

  2. Search for and select the Slack App.

  3. For the action Event, select Send Channel Message.

  4. Click Continue.

  5. Select the Slack account, or connect a new Slack account to Zapier if you haven’t already done so.

  6. Click Continue.

  7. Select the Channel Name you’d like to send the message.

  8. Configure the channel’s Message Text.
  9. Configure any other parameters you’d like to use in the action, then click Continue.
  10. Test the action step. 

Testing and Activating Your Zap

Next, you’ll want to test and activate your Zap so that you can start sending your SegMetrics report data through to your preferred Slack channel.

  1. Run a test to ensure the integration is working correctly. If it is, you’ll see a message appear in the selected Slack channel with the parameters you specified in the Slack action step.
  2. If the test is successful and appears as you’d like for it to appear, activate your Zap.

Reference to Other Support Documentation

For more information on integrating SegMetrics with other apps using Zapier, refer to our guide on how to Use Zapier with SegMetrics.


Frequently Asked Questions

Q: Can I send multiple types of reports to different Slack channels?**

A: Yes, you can create multiple Zaps, each with different trigger conditions and Slack channel destinations.


Q: What happens if the SegMetrics report format changes?**

A: If the report format changes, ensure that your Zap configuration is updated accordingly to match the new data structure.


Q: Can I customize the message format sent to Slack?**

A: Absolutely! When setting up the Slack action, you have the option to customize the message content to suit your preferences.

Remember, if you encounter any difficulties during the process, our support team is here to assist you. Happy integrating!

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