Announcing ‘Share Connection Requests’

Maybe you’ve run into this particular challenge before.

• You’re an agency or a consultant working with different clients
• You’re setting up SegMetrics for your client and connecting their ad accounts and other integrations
• But you don’t have their credentials or API key for one of those integrations (like Google Ads or Klaviyo), so you’re blocked, and the project stalls.

What are you supposed to do when you don’t have your client’s (or another third party’s) information to connect their integrations?

In the past, you’d have to wait around for the client to get your message, find the right credentials, and send them over to you — likely in a less-than-secure fashion, like a Slack message, email, or text message (😬).

But that’s the past. With SegMetrics, you’re living in the future!

Now, you can easily and quickly send your client (or 3rd party) a connection request email or connection request link, right from the SegMetrics app as you’re adding that integration.

Your client (or other 3rd party) will:

• Receive an email sent by SegMetrics asking them to connect a specific ad account or integration, like Omnisend
• Follow the steps to input their credentials or API key and connect their account
• Receive a confirmation that their account is connected and data is importing

Once your third party finishes connecting the integration, you’ll receive an email letting you know that connecting this integration is complete so you can proceed forward.

3rd party connection requests are live today in all SegMetrics accounts. You can read our support doc explaining this feature here.

“But is this safe and secure?”

Using our Connection Request feature with your clients (or other 3rd parties) is safe and secure.

Rather than insecurely sending you their credentials or API keys over another channel, your client can securely enter those details into SegMetrics to connect their ads account or other integration.

And most important of all? SegMetrics never stores any data that’s not related to your analytics (like your API keys or credentials) and we don’t share data with other companies. That means using this feature to connect client or 3rd party integrations is a safe and secure option.

Yours,

Keith Perhac
Founder/CEO, SegMetrics