Implement an Insider Source

​

Prerequisites

1. The API URL is used to establish a connection between Insider and Zeotap
2. The Write Key is used to securely ingest data from Insider to Zeotap

​

Configure Webhook Within Insider

1

Log into your Insider account.

2

In the left panel, under Integrations, click External Integrations.

3

In the new screen that appears, search and find Webhook as shown in the image below.

4

Click Webhook and provide a Name for your integration for easy identification.

5

Under Integration Type, select Destination and click Save.

6

In the Rules screen that appears, use the Events and Attributes tab to choose the event type you wish to send from Insider to Zeotap CDP. For better understanding, let’s say, you choose User Events.

7

Based on the the event type you choose, make additional selections under the particular event type. For example, If you choose User Events, then the corresponding events are listed as shown below. Use the checkboxes to select the desired events.

8

In addition, you can add event parameters for the selected events by clicking + Add Condition. A new set of fields are displayed where you can add the details of the event as shown below.

9

In the same screen, you can include more event types by clicking Add Event Trigger.

10

You can also add additional attributes to send to Zeotap CDP using the drop-down menu, as shown below. For example, when sending an email opened event, add the email address as an additional attribute. This configuration helps identify which email address opened a specific email campaign.

11

In the Segmentation step, filter users in specific segments in Insider before sending the data to Zeotap CDP. The data is sent only if users perform the selected event and meet the optional segment filter criteria.For example, use this section to send data for users who perform a Add to Cart event and have purchased at least 2 products in the last 1 day.

12

After configuring the Events, Attributes, Segments in the appropriate sections, click Save and Continue to move to the Configuration screen.

13

In the new screen that appears, perform the following steps:a. Under Endpoint, provide the API URL that you have generated during source creation in the Zeotap CDP App (Implementation Details tab). Ensure that the API call method is POST.b. Under Headers, click Add Header.c. In the new key-value field, enter the following:

• Key: Authorization.
• Value: Paste the write key generated during source creation in Zeotap CDP. Ensure that you add the prefix Bearer as shown below.

Bearer<space>write_key

d. Select the Enable Body checkbox to configure the payload.e. Transform the data into the required structure.

• Add dynamic values, including event parameters and attribute values.
• Copy and paste the API payload.
• Replace values with dynamic content to match Zeotap CDP’s API requirements.

14

After configuring the endpoint, headers, and body for the webhook, click Save and Continue proceed to the Launch step to complete the integration.

15

Select a launch option: Draft, Active, or Paused. The Draft option is selected by default. Optionally, enter additional information in the Notes field.

16

Before sending webhooks, test the webhook using the Test Webhook button.

• Automatically generate random values for dynamic fields and select Test to send the data.
• View the response status and request details in the side panel to verify if the request was sent successfully.

• If the status shows a successful HTTP response, activate the integration and start sending data to the endpoint.

17

After completing the steps, Insider webhooks are successfully integrated with the endpoint. This integration enables efficient data transfer from Insider to Zeotap CDP.

​

Types of Webhook Events in Insider (Default Events)

​

Pageview Events

• Homepage View
• Listing Page View
• Product Detail Page View
• Cart Page View
• Purchase (Confirmation Page View)
• Other Pageview

​

User Events

• Cart Cleared
• Item Added to Cart
• Item Removed from Cart
• Signup Completed
• Lead Collected

​

Mobile App Events

• In-App Seen
• Push Delivered
• Mobile Social Proof Seen
• App Push Opened (push_session)
• Mobile App Opened (session_start)
• Survey Result (survey_result)

​

Email Events

• Email Delivered
• Email Open
• Email Click
• Email Bounce
• Email Block
• Email Spam Report
• Email Group Unsubscribe
• Email Group Resubscribe
• Email Unsubscribe
• Email Resubscribe

​

Architect Events

• Journey Enter
• Journey Exit
• Journey Product Action

​

Web Push Events

• Web Push View
• Web Push Click

​

WhatsApp Events

• WhatsApp Click
• WhatsApp Delivered
• WhatsApp Reply
• WhatsApp Reply – First Button
• WhatsApp Reply – Second Button
• WhatsApp Reply – Third Button
• WhatsApp Reply – Other Reply
• WhatsApp Unsubscribe
• WhatsApp Read

​

SMS Events

• SMS Click
• SMS Delivered
• SMS Unsubscribe
• SMS Subscribe
• SMS Undelivered
• SMS Reply
• SMS Drop (SMS Campaigns)