Connect with SegMetrics

SegMetrics gives you the ability to analyze your data and connect it to other data sources.

With that information, you can easily segment that data into your leads, find the automation triggers that convert to customers, understand where your most valuable leads are coming from, and more! 

In This Article

  • Integration Overview
  • How to connect to SegMetrics
  • How to connect payment information to contacts
  • How much historical data is synced when you first connect to SegMetrics?
  • How to build a Report with data
  • Frequently asked questions

Integration Overview

SegMetrics imports your contacts, custom fields, and tags directly from . SegMetrics is kept up to date with the most recent information in your account, to make sure you always have access to the information you need.

If you have a payment processor that doesn't connect with natively, we can connect that in SegMetrics information together using the email addresses in 

You don't need to import people in a special way: they just need to be in your account!

How to connect to SegMetrics

1) If you haven’t already been prompted to connect upon setup, click on the gear icon in the top right corner and then click "Integrations"

2) Once you're on the Integrations page, select the CRM list and click on Connect next to

3) This will open the Activation window, which is where you will be prompted to enter your site ID and confirm API access.

4) Thats it, you’re done! We’ll take it from here as it will take some time to import all of your data. You will get an email notifying you when its complete. In the meantime, if you haven’t already, make sure you start connecting any of your other integrations such as ad platforms or even other payment processors. 

How much historical data is synced when you first connect to SegMetrics?

When you connect a new integration, all historical data from your account is synced. This typically includes any tags,lists,contacts, etc. There will of course be no historical click data unless the SegMetrics tracking pixel has already been on your pages. All click data can only date as far back as when the pixel was placed on a website.  

Pro Tip: Once is connected and actively syncing data, we store the data that's collected in our own database. This allows us to accumulate more data over time as more data syncs are made so that you can report on more historical  data in your SegMetrics reports.

How to connect payment information to contacts

You can integrate your payment processor with SegMetrics. We recommend using whichever payment processor can act as your single source of truth.

How to build a Report using data

Once your data is imported from, you can create reports with the data to see how each touchpoint influences your sales.

1) Go to conversions on the left navigation bar. Then click Orders.

2) Select your desired filters based on dates, tags and touchpoints 

3) Save it for later use or to use the data in a custom dashboard

Frequently Asked Questions

What time zone is data synced in? data is synced in UTC. SegMetrics reports on your data based in the timezone that you set in your Account Settings.

How can I set up Landing Pages to track Optins?

If you are using's booking pages, you'll want to install the tracking pixel on those pages as well as any forms. You can test the schedule/opt in forms using our debugger tool located at the bottom of your settings page

Do I need the tracking pixel to get the data found in my account?

You do not need to create a Tracking Link for SegMetrics to track website visitors, it will still gather the UTM data. Tracking Links provide a simple way to get further detail of exactly which link they clicked for ads, email broadcasts, or campaigns.

To learn how to create a tracking link, click here to be taken to our URL builder quick walkthrough.

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