This recipe pushes new Slack notifications whenever you get a new lead.
Slack Notifications (from new leads data in Segment)
Install Segment and Configure to Send Analytics Data to Hull
Segment is a data pipe for sending customer data from one tool to another set of tools (including Hull).
In this case, the source needs to be analytics events with identified individuals on your website. To capture this data, Segment needs to be installed.
To set this up, you need to install Segment in the page on your website (or mobile and server side options). To set this up for you, review Segment’s documentation here.. This data (including analytics events and page views) can be passed to other tools and services - including Hull.
Choose “Integrations” from the top navigation. You’ll see a catalog of different tools you can send your analytics data to from Segment. Search for and click Hull.
Under “Settings” on the left hand side, you’ll need to paste your Hull API key. You can find your Hull API key within your Hull account.
Login to Hull, go to the Ships tab, and choose “Install Ship”. On the settings page, copy the Hull API key from the right hand side and paste it into the Hull integrations page on Segment. You can then add Hull as a destination from Segment.
Create a segment for new leads
New leads are contacts you can follow up with who aren’t existing customers. To define these, you need to be able to
- Purchase or account creation event
- Lifecycle stage or contact type property
Events give more flexibility since they can have properties attached to them for further segmentation - e.g. “source” or “location” could let you segment by “signups in Paris from Facebook”
The second important attribute is a date. You don’t want every single new lead to appear in this segment - just the new leads.
If your business and goals are monthly, then something like
- Calendar month
- Past 30 days
- Past 28 days (to make sure always have 4 weekends)
New Leads will then have something like the following rules.
Event: “Subscribed” OR “Prospected” —> in the past 28 days. AND has never triggered “Account Created”
Create your variation of this segment, and go to actions, click “Save Segment” and enter a name which will be easy to understand.
Hull can trigger Slack notifications when a contact enters or leaves a segment or triggers an event - i.e. “Demo requested”
To install Slack, go to the Ships page, choose “Add Ship” and search for Slack. Click “Add Ship”. You’ll be prompted to login with your Slack credentials.
Configure Slack for Notifications
Once you’ve logged in and connected Slack, go to the Ship settings page. In the notifications heading, you’ll see the columns to add the segment, what channel they’re in, and checkboxes to send notifications when they enter or leave a channel.
Each notification is one-to-one. One segment to one notification in a channel that you already have in Slack.
Select the segment (or event) on the left hand side. Choose the channel you want to trigger a notification in.