Kit

SegMetrics gives you the ability to analyze your Kit campaign performance 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!

Integration Overview

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

If you are using Kit's payment tracking, we'll import those automatically. If you have a payment processor that doesn't connect with Kit natively, we can connect that information together using the email addresses in Kit. You don't need to import the orders or tag people in a special way: they just need to be in your Kit account!

Connect Kit to SegMetrics

  1. 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 Kit
  3. This will open the Activation window, which is where you will be prompted to enter your API key

Note: You'll need to have permissions as an account owner or admin in Kit to proceed or reconnect.

Connect Payment Information

If you're using Kit's payment integrations, there is nothing left to do: the payment data is integrated automatically.

But, if you do not have a payment integration with your Kit account, you can integrate your payment processor with SegMetrics. We recommend using whichever payment processor can act as your single source of truth. Here is the list of revenue sources we have as native integrations. 

Historical Data Sync

When you connect a new Kit integration, all historical data from your Kit account is synced.

Pro Tip: Once Kit 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 Kit data in your SegMetrics reports.

Kit allows you to automatically add default UTM parameters to the links placed in your emails at the account level. To improve your email tracking, follow the steps below:

  1. Log into Kit, and navigate to Your Account > Account Settings
  2. Click Email on the left navigation men\

  3. At the bottom of the page, under Advanced toggle "Add subscriber_id parameter in email links" and "Automatically append UTM parameters to email links"

That will tell SegMetrics who is visiting the page, even if they're on a different device or have opted in before you had SegMetrics. 

Set Up Landing Page Tracking

If you are using Kit's native landing pages, you'll want to install the tracking pixel on those pages as well. Since Kit's landing pages restrict which tracking pixels are available on the landing pages, you'll need to use Google Tag Manager to install the pixel.

  1. Click Settings from the landing page editor toolbar across the top of the page
  2. Click Settings and choose the Advanced t
  3. Toggle on "Send subscriber to thank you page"

  4. Click Save

  5. From the Settings modal, click SEO & Analytics on the le
  6. Click Google Tag Manager and enter your Google Tag Manager ID in the field provide
  7. If you want more info on how to input SegMetrics tracking within GTM so the above steps work, please see this article.

SegMetrics Reports for Keap Data

Once your Keap data is imported, use these specific reports to analyze different aspects of your marketing:

For New Leads

Acquisition Report - View and analyze new lead generation:

  1. Navigate to Acquisition in SegMetrics
  2. Create new acquisition report
  3. Filter by date range and lead sources
  4. Add filters for campaigns, UTM parameters, or contact sources

For Tag and List Analysis

Nurture Report - Track tag-based and list performance:

  1. Navigate to Nurture in SegMetrics
  2. Create new nurture report
  3. Filter by specific tags or lists from Keap
  4. Analyze performance by tag segments and list memberships

For Email and Page Engagement

Engagement Report - Analyze funnel page and email metrics:

  1. Navigate to Engagement in SegMetrics
  2. View email performance and page engagement metrics
  3. Track click-through rates and page interactions
  4. Monitor funnel page performance and conversion rates

For Revenue Analysis

Orders Report - Analyze customer purchases and revenue:

  1. Navigate to Orders in SegMetrics
  2. Create new orders report
  3. Filter by Keap customers and date ranges
  4. Analyze purchase patterns and revenue attribution

For Subscription Business

Subscriptions Report - Track subscription metrics (if applicable):

  1. Navigate to Subscriptions in SegMetrics
  2. Monitor recurring revenue and subscription performance
  3. Track churn rates and subscription lifecycle metrics
  4. Analyze subscription cohorts and retention

Frequently Asked Questions

Q: How long does it take for Kit data to sync with SegMetrics?

A: Initial sync begins immediately after connection. All historical data from your Kit account is imported during the first sync. This typically takes a few hours. Moving forward sync times depend on your plan. Standard plan is sync every 8 hours. Kit data is synced in UTC, and SegMetrics reports on your data based on the timezone you set in your Account Settings.

Q: What data is imported from Kit?

A: SegMetrics imports your contacts, custom fields, tags, email campaign data, sequences, and e-commerce data. If you're using Kit's payment tracking, payment data is integrated automatically. For external payment processors, we match data using email addresses.

Q: Do I need to install tracking pixels to get Kit data?

A: You do not need to create a Tracking Link for SegMetrics to track website visitors - it will still gather the UTM data. However, tracking pixels provide more detailed information about exactly which links subscribers clicked for ads, email broadcasts, or campaigns.

Q: Can I track sales from client invoices and cart sales in Kit?

A: Yes, we use the e-commerce data that comes through Kit's integrations. For more complex invoice tracking, consider using funnel reports where you can set out each step a client takes through the process (sales call, signup, invoice, payments, etc).

Q: What permissions do I need in Kit to connect to SegMetrics?

A: You'll need to have permissions as an account owner or admin in Kit to connect or reconnect the integration. This ensures you have access to the API credentials needed for the connection.

Still need help? Contact us at: support@segmetrics.io

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