> ## Documentation Index
> Fetch the complete documentation index at: https://dub-mintlify-update-supabase-lead-tracking-guide-82850.mintlify.site/llms.txt
> Use this file to discover all available pages before exploring further.

# Segment

> Learn how to track lead conversion events with Segment and Dub

<Note>
  Conversion tracking requires a [Business plan](https://dub.co/pricing)
  subscription or higher.
</Note>

When it comes to [conversion tracking](/conversions/quickstart), a `lead` event happens when a user performs an action that indicates interest in your product or service. This could be anything from:

* Signing up for an account
* Booking a demo meeting
* Joining a mailing list

<Frame>
  <img className="rounded-lg border border-gray-100" src="https://assets.dub.co/help/conversion-lead-event.png" alt="A diagram showing how lead events are tracked in the conversion funnel" />
</Frame>

In this guide, we will be focusing on tracking new user sign-ups for a SaaS application that uses Segment to track conversions.

## Prerequisites

First, you'll need to enable conversion tracking for your Dub links to be able to start tracking conversions:

<Tip>
  If you're using [Dub Partners](/partners/quickstart), you can skip this step
  since partner links will have conversion tracking enabled by default.
</Tip>

<AccordionGroup>
  <Accordion title="Option 1: On a workspace-level">
    To enable conversion tracking for all future links in a workspace, you can do the following:
    To enable conversion tracking for all future links in a workspace, you can do the following:

    1. Navigate to your [workspace's Analytics settings page](https://app.dub.co/settings/analytics).
    2. Toggle the **Workspace-level Conversion Tracking** switch to enable conversion tracking for the workspace.

    <Frame>
      <img src="https://mintcdn.com/dub-mintlify-update-supabase-lead-tracking-guide-82850/QGUHh3r7hC2NS4u-/images/conversions/enable-conversion-tracking-workspace.png?fit=max&auto=format&n=QGUHh3r7hC2NS4u-&q=85&s=d2bc96cd4bcc8e47c0e086746df630c8" alt="Enabling conversion tracking for a workspace" width="1364" height="557" data-path="images/conversions/enable-conversion-tracking-workspace.png" />
    </Frame>

    This option will enable conversion tracking in the [Dub Link Builder](https://dub.co/help/article/dub-link-builder) for all future links.
  </Accordion>

  <Accordion title="Option 2: On a link-level">
    If you don't want to enable conversion tracking for all your links in a workspace, you can also opt to enable it on a link-level.

    To enable conversion tracking for a specific link, open the [Dub Link Builder](https://dub.co/help/article/dub-link-builder) for a link and toggle the **Conversion Tracking** switch.

    <Frame>
      <img src="https://mintcdn.com/dub-mintlify-update-supabase-lead-tracking-guide-82850/QGUHh3r7hC2NS4u-/images/conversions/enable-conversion-tracking.png?fit=max&auto=format&n=QGUHh3r7hC2NS4u-&q=85&s=d9a83ac168f69997b97cd6e068cd38b1" alt="Enabling conversion tracking for a link" width="2345" height="908" data-path="images/conversions/enable-conversion-tracking.png" />
    </Frame>

    <Tip>
      You can also use the `C` keyboard shortcut when inside the link builder to
      quickly enable conversion tracking for a given link.
    </Tip>
  </Accordion>

  <Accordion title="Option 3: Via the API">
    Alternatively, you can also enable conversion tracking programmatically via the [Dub API](/api-reference/introduction). All you need to do is pass `trackConversion: true` when creating or updating a link:

    <CodeGroup>
      ```javascript Node.js
      const link = await dub.links.create({
        url: "https://dub.co",
        trackConversion: true,
      });
      ```

      ```python Python
      link = d.links.create(url="https://dub.co", track_conversion=True)
      ```

      ```go Go
      link, err := d.Links.Create(ctx, &dub.CreateLinkRequest{
          URL: "https://dub.co",
          TrackConversion: true,
      })
      ```

      ```ruby Ruby
      s.links.create_many(
        ::OpenApiSDK::Operations::CreateLinkRequest.new(
          url: "https://dub.co",
          track_conversion: true,
        )
      )
      ```
    </CodeGroup>
  </Accordion>
</AccordionGroup>

Then, you'd want to install the `@dub/analytics` script to your website to track conversion events.

You can install the `@dub/analytics` script in several different ways:

<CardGroup>
  <Card title="React" icon="react" href="/sdks/client-side/installation-guides/react" horizontal />

  <Card title="Manual installation" icon="browser" href="/sdks/client-side/installation-guides/manual" horizontal />

  <Card
    title="Framer"
    icon={
  <svg
    width="74"
    height="111"
    viewBox="0 0 74 111"
    fill="none"
    xmlns="http://www.w3.org/2000/svg"
    className="w-7 h-7"
  >
    <path d="M0 0H73.8374V36.9892H36.9187L0 0Z" fill="#eb5611" />
    <path d="M0 36.989H36.9187L73.8374 73.9796H0V36.989Z" fill="#eb5611" />
    <path d="M0 73.9797H36.9187V110.97L0 73.9797Z" fill="#eb5611" />
  </svg>
}
    href="/sdks/client-side/installation-guides/framer"
    horizontal
  />

  <Card title="Shopify" icon="shopify" href="/sdks/client-side/installation-guides/shopify" horizontal />

  <Card title="WordPress" icon="wordpress" href="/sdks/client-side/installation-guides/wordpress" horizontal />

  <Card title="Webflow" icon="webflow" href="/sdks/client-side/installation-guides/webflow" horizontal />

  <Card title="Google Tag Manager" icon="google" href="/sdks/client-side/installation-guides/google-tag-manager" horizontal />
</CardGroup>

<Check>
  You can **verify the installation** with the following tests:

  1. Open the browser console and type in `_dubAnalytics` – if the script is installed correctly, you should see the `_dubAnalytics` object in the console.
  2. Add the `?dub_id=test` query parameter to your website URL and make sure that the `dub_id` cookie is being set in your browser.

  If both of these checks pass, the script is installed correctly. Otherwise, please make sure:

  * The analytics script was added to the `<head>` section of the page
  * If you're using a content delivery network (CDN), make sure to purge any cached content
</Check>

## Configure Segment Action

Next, configure [Segment Dub (Actions)](https://app.segment.com/goto-my-workspace/destinations/catalog/actions-dub) to track lead conversion events.

<Steps>
  <Step title="Add Dub (Actions) destination">
    Head to [Segment Dub (Actions)](https://app.segment.com/goto-my-workspace/destinations/catalog/actions-dub) and add the destination to your Segment workspace.

    <Frame>
      <img src="https://mintcdn.com/dub-mintlify-update-supabase-lead-tracking-guide-82850/QGUHh3r7hC2NS4u-/images/conversions/segment/segment-actions.png?fit=max&auto=format&n=QGUHh3r7hC2NS4u-&q=85&s=6e5fbf52df2087c28d973b03ebb8a449" alt="Segment Dub (Actions) destination" width="1440" height="1024" data-path="images/conversions/segment/segment-actions.png" />
    </Frame>
  </Step>

  <Step title="Configure Dub API Key">
    In the Dub (Actions) destination settings, fill out the following fields:

    * **Name:** Enter a name to help you identify this destination in Segment.
    * **API Key:** Enter your Dub API key. You can find this in the [Dub Dashboard](https://app.dub.co/settings/tokens).
    * **Enable Destination:** Toggle this on to allow Segment to send data to Dub.

    Once completed, click **Save Changes**.

    <Frame>
      <img src="https://mintcdn.com/dub-mintlify-update-supabase-lead-tracking-guide-82850/QGUHh3r7hC2NS4u-/images/conversions/segment/segment-basic-settings.png?fit=max&auto=format&n=QGUHh3r7hC2NS4u-&q=85&s=128f6baf9c4763bf394d557357acb42e" alt="Segment Dub (Actions) Basic Settings" width="1440" height="1024" data-path="images/conversions/segment/segment-basic-settings.png" />
    </Frame>
  </Step>

  <Step title="Add Mapping">
    Next, you’ll choose the **Track a lead** action from the list of available actions.

    By default, this action is configured to send lead data to Dub when the **Event Name** is **Sign Up**.

    <Frame>
      <img src="https://mintcdn.com/dub-mintlify-update-supabase-lead-tracking-guide-82850/QGUHh3r7hC2NS4u-/images/conversions/segment/segment-track-lead-action.png?fit=max&auto=format&n=QGUHh3r7hC2NS4u-&q=85&s=257130f27286b7063d37d000308e27e7" alt="Segment Dub (Actions) Mapping" width="1440" height="1024" data-path="images/conversions/segment/segment-track-lead-action.png" />
    </Frame>

    Below the selected action, you’ll see the mapping for that action.

    <Frame>
      <img src="https://mintcdn.com/dub-mintlify-update-supabase-lead-tracking-guide-82850/QGUHh3r7hC2NS4u-/images/conversions/segment/segment-track-lead-mapping.png?fit=max&auto=format&n=QGUHh3r7hC2NS4u-&q=85&s=a81e3ec443201905fbf903869c2629dc" alt="Segment Dub (Actions) Mapping" width="1440" height="1024" data-path="images/conversions/segment/segment-track-lead-mapping.png" />
    </Frame>

    You can customize the trigger and mapping to fit the specific needs of your application.

    Finally, click **Next** and then **Save and enable** to add the mapping to the destination.
  </Step>

  <Step title="Send lead events to Dub">
    On the server side, you’ll use the `@segment/analytics-node` SDK to send lead events to Segment.

    Make sure to include relevant user traits such as `name`, `email`, and `clickId` in the payload.

    You’ll also need to ensure that the `clickId` field is properly mapped in your Segment Actions destination so that it’s forwarded correctly to Dub.

    ```tsx
    import { Analytics } from "@segment/analytics-node";

    const segment = new Analytics({
      writeKey: "<YOUR_SEGMENT_WRITE_KEY>",
    });

    const cookieStore = await cookies();
    const clickId = cookieStore.get("dub_id")?.value;

    segment.track({
      userId: id,
      event: "Sign Up",
      context: {
        traits: {
          name,
          email,
          avatar,
          clickId,
        },
      },
      integrations: {
        All: true,
      },
    });
    ```

    Once the event is tracked, Segment will forward the lead data to Dub based on the mappings you’ve configured.
  </Step>
</Steps>

Here's the full list of attributes you can pass when sending a lead event:

| Property             | Required | Description                                                                                                                                                                                                                                                                                                                                                                       |
| :------------------- | :------- | :-------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| `clickId`            | **Yes**  | The unique ID of the click that the lead conversion event is attributed to. You can read this value from `dub_id` cookie. If an empty string is provided (i.e. if you're using [tracking a deferred lead event](/conversions/leads/deferred)), Dub will try to find an existing customer with the provided `customerExternalId` and use the `clickId` from the customer if found. |
| `eventName`          | **Yes**  | The name of the lead event to track. Can also be used as a unique identifier to associate a given lead event for a customer for a subsequent sale event (via the `leadEventName` prop in `/track/sale`).                                                                                                                                                                          |
| `customerExternalId` | **Yes**  | The unique ID of the customer in your system. Will be used to identify and attribute all future events to this customer.                                                                                                                                                                                                                                                          |
| `customerName`       | No       | The name of the customer. If not passed, a random name will be generated (e.g. "Big Red Caribou").                                                                                                                                                                                                                                                                                |
| `customerEmail`      | No       | The email address of the customer.                                                                                                                                                                                                                                                                                                                                                |
| `customerAvatar`     | No       | The avatar URL of the customer.                                                                                                                                                                                                                                                                                                                                                   |
| `mode`               | No       | The mode to use for tracking the lead event. `async` will not block the request; `wait` will block the request until the lead event is fully recorded in Dub; `deferred` will defer the lead event creation to a subsequent request.                                                                                                                                              |
| `metadata`           | No       | Additional metadata to be stored with the lead event. Max 10,000 characters.                                                                                                                                                                                                                                                                                                      |

## Example App

To learn more about how to track leads with Segment, check out the following example app:

<Card title="Segment + Next.js App Router Example" icon="github" href="https://github.com/dubinc/examples/blob/main/conversions/segment/actions/track-lead.ts">
  Next.js app using Segment to track new user sign-ups.
</Card>

## View your conversions

Once you've completed the setup, all your tracked conversions will show up in [Dub Analytics](https://dub.co/analytics). We provide 3 different views to help you understand your conversions:

* **Time-series**: A [time-series view](https://app.dub.co/dub/analytics?view=timeseries) of the number clicks, leads and sales.

<Frame>
  <img src="https://mintcdn.com/dub-mintlify-update-supabase-lead-tracking-guide-82850/QGUHh3r7hC2NS4u-/images/conversions/timeseries-chart.png?fit=max&auto=format&n=QGUHh3r7hC2NS4u-&q=85&s=3063f896f67f87008753e5c093f0b56c" alt="Time-series line chart" width="2400" height="1260" data-path="images/conversions/timeseries-chart.png" />
</Frame>

* **Funnel chart**: A [funnel chart view](http://app.dub.co/analytics?view=funnel) visualizing the conversion & dropoff rates across the different steps in the conversion funnel (clicks → leads → sales).

<Frame>
  <img src="https://mintcdn.com/dub-mintlify-update-supabase-lead-tracking-guide-82850/QGUHh3r7hC2NS4u-/images/conversions/funnel-chart.png?fit=max&auto=format&n=QGUHh3r7hC2NS4u-&q=85&s=1d7842d6466a329fd8aff7837f101f5f" alt="Funnel chart view showing the conversion & dropoff rates from clicks → leads → sales" width="2400" height="1260" data-path="images/conversions/funnel-chart.png" />
</Frame>

* **Real-time events stream**: A [real-time events stream](https://app.dub.co/events) of every single conversion event that occurs across all your links in your workspace.

<Frame>
  <img src="https://mintcdn.com/dub-mintlify-update-supabase-lead-tracking-guide-82850/QGUHh3r7hC2NS4u-/images/conversions/events-table.png?fit=max&auto=format&n=QGUHh3r7hC2NS4u-&q=85&s=c04e6dd1980cba607b28222f0cc7d77f" alt="The Events Stream dashboard on Dub" width="2400" height="1260" data-path="images/conversions/events-table.png" />
</Frame>
