Okta Integration Network
Segment
Overview
Segment is a customer data platform that helps every team access clean and reliable customer data to make real-time decisions, accelerate growth, and personalize experiences.
Today, over 20,000 companies across 70+ countries use Segment, from fast-growing businesses like Instacart, Peloton, and Bonobos to some of the world’s largest organizations like Levi’s, Intuit, and FOX. With Segment, companies can connect and activate reliable first-party data across 300+ marketing, analytics, and data warehousing tools.
The Challenge
- Organizations are increasingly deploying a variety of technologies to track and accelerate customer engagement
- Separately, organizations are turning to customer identity solutions like Okta to securely manage user registration and authentication
- Manually connecting the two by sending data downstream to email service providers, customer relationship management tools (CRMs), data warehouses, and analytics tools can provide value, but can also be difficult and time consuming
The Solution
The Okta + Segment integration pairs the world’s leading independent identity provider with the leading cloud-based Customer Data Infrastructure provider
This solution makes selected customer data available to 60+ endpoints you select, such as Eloqua, Hubspot, Google Analytics, and Salesforce
This happens automatically and can be deployed on the front end with JavaScript, transmitting data with no negative UX impact and transferring it securely to all endpoints
Leverage insights about your customers–before and after login–to drive intelligence and engagement
- Unlock your customer data so it can automatically feed your customer engagement tools across marketing, sales, support, and more
- Use Okta’s Universal Directory and authentication widget to automate the process, keeping it simple and seamless for your end users
- Use customer login events to power specific actions, like updating user records, triggering marketing automation
- Build long-term customer insights that can drive customer engagement and productivity, like identifying inactive customers for re-engaging, or proactively reaching out to customers with information they need, when they need it
Use your customer login events to unlock a variety of customer engagement use cases, such as…
...to trigger marketing automation
Used as inputs for marketing automation solutions, login events can trigger engagement campaigns like email, SMS, and push notifications.
...to update customer records
Login events can automatically update end-user records in CRMs, including updating a stored value for frequency of logins and other useful engagement data.
...to power analytics
Track user engagement based on logins across products, frequency of use, and other data.
...to build business intelligence
Looking at login events and user data over time, organizations can correlate user activity to customer lifetime value and customer acquisition costs, and fine-tune understanding of ROI.
Capabilities
Access
- WS-Federation
- OIDC OpenID Connect is an extension to the OAuth standard that provides for exchanging Authentication data between an identity provider (IdP) and a service provider (SP) and does not require credentials to be passed from the Identity Provider to the application.
- SAML Security Assertion Markup Language is an open standard for exchanging authentication and authorization data between an identity provider (IdP) and a service provider (SP) that does not require credentials to be passed to the service provider.
- SWA Secure Web Authentication is a Single Sign On (SSO) system developed by Okta to provide SSO for apps that don't support proprietary federated sign-on methods, SAML or OIDC.
Provisioning
- Create Creates or links a user in the application when assigning the app to a user in Okta.
- Update Okta updates a user's attributes in the app when the app is assigned. Future attribute changes made to the Okta user profile will automatically overwrite the corresponding attribute value in the app.
- Deactivate Deactivates a user's account in the app when it is unassigned in Okta or their Okta account is deactivated. Accounts can be reactivated if the app is reassigned to a user in Okta.
- Sync Password Push either the users Okta password or a randomly generated password to the app. This feature is not required for all federated applications as user authentication takes place in Okta, however some apps still require a password.
- Group Push Push existing Okta groups and their memberships to the application. Groups can then be managed in Okta and changes are reflected in the application.
- Group Linking Link Okta groups to existing groups in the application. Simplifies onboarding an app for Okta provisioning where the app already has groups configured.
- Schema Discovery Import the user attribute schema from the application and reflect it in the Okta app user profile. Allows Okta to use custom attributes you have configured in the application that were not included in the basic app schema.
- Attribute Mastering The application can be defined as the source of truth for a full user profile or as the source of truth for specific attributes on a user profile.
- Attribute Writeback When the application is used as a profile master it is possible to define specific attributes to be sourced from another location and written back to the app. For example the user profile may come from Active Directory with phone number sourced from another app and written back to Active Directory.
