identify
API calls) into Vitally as users. The entire user object, including all your Segment traits, will be attached to your Vitally user profiles.company
trait with remove: true
in your identify
calls.group
API call made using Segment's Javascript SDK would look something like this:Group
API, then the only other requirement is to ensure your Group
API calls have a name
trait attached to them. group
API call will be automatically attached to your accounts in Vitally.Group
API is always a better option, but if you don't use the Group
API, your Identify
API calls must send along certain traits that specify the account. name
trait - A trait that identifies the (readable) name of the account the user belongs to (e.g. "Visa")ID
trait - A trait that specifies a unique ID for your accounts. Ideally, this value never changes for the account (e.g. "visa.com", "ed8fcc72-dbe5-4a9c-9d03-59e456462626"). This trait should pretty much always be different than yourname
trait. If at all possible, the trait you select here should be the unique ID given to your accounts by your database.Identify
API calls that actually relate to the account the user belongs to (e.g. the account's plan, subscription cost, industry). These traits will be attached to accounts in Vitally, allowing you to use them when analyzing accounts.context
option supports setting groupId
, and Segment's B2B SaaS spec recommends setting this for specific tracks. If you set the groupId
field in your track context
, Vitally will automatically associate the track to the account the groupId
value references.context
, you can also specify the group ID that a track belongs to in the track's properties
- see below for an example (using an accountId
property). context
, Vitally will not automatically detect the track property you use to point to the account the track belongs to, so if you head down this route, you will need to contact our support team to let us know which property you're using. We'll configure your integration to use the property you select.group
call for the user each time they login to their account or start a session (as a group
call establishes the association between the user and account).