Connections Instructor-led Training

Connections Instructor-led Training

Learn how to use Connections to collect event data from your mobile apps, websites, and servers with one API, then pull in data from apps like your CRM, payment systems, and internal databases to build a unified picture of your customers. (Note: Purchased promo code is required to register for this virtual class. Contact your Segment Rep. to purchase. $1,200 USD)

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Topics Covered

Lesson 1: Learn the Basics of Connections

  • 1.1 What Is Connections?
  • 1.2 What Is a Source?
  • 1.3 What Is a Write Key?
  • 1.4 What Is a Destination?
  • 1.5 Explore the Sources and Destinations Pages
  • 1.6 What Is a Warehouse?

Lesson 2: Understand Segment Specs

  • 2.1 Spec Overview
  • 2.2 Segment Spec Components
  • 2.3 Best Practices in Identifying Users
  • 2.4 Best Practices for Event Calls
  • 2.5 Spec: Common Fields
  • 2.6 Spec: Page
  • 2.7 Spec: Screen
  • 2.8 Spec: Track
  • 2.9 Spec: Group
  • 2.10 Spec: Identify
  • 2.11 Native Mobile Spec
  • 2.12 Packaging SDKs for Mobile Destinations
  • 2.13 Spec: Semantic Events
  • 2.14 Spec: B2B SaaS
  • 2.15 Spec: Ecommerce Events
  • 2.16 Spec: Video

Lesson 3: Get to Know Sources

  • 3.1 What Is a Source?
  • 3.2 Website Libraries
  • 3.3 Mobile SDKs
  • 3.4 Server-side Sources
  • 3.5 Cloud App Sources
  • 3.6 HTTP
  • 3.7 Pixel
  • 3.8 Sources Catalog
  • 3.9 How Sources Work
  • 3.10 Use the Source Debugger
  • 3.11 Activity: Set Up a Source
  • 3.12 Troubleshoot Sources
  • 3.13 Use Source Data

Lesson 4: Get to Know Destinations

  • 4.1 Sources Versus Destinations
  • 4.2 Types of Sources
  • 4.3 Method and Source Compatibility
  • 4.4 Connection Modes
  • 4.5 Should You Use Device-mode or Cloud-mode?
  • 4.6 Data Deliverability 
  • 4.7 Activity: Add a Destination
  • 4.8 What Happens When You Add a Destination?
  • 4.9 Destination Authentication
  • 4.10 Destination Settings
  • 4.11 Connecting a Source to Multiple Instances of a Destination
  • 4.12 Connect a Source to More than One instance of a Destination
  • 4.13 Connect to More than One Instance of a Destination Using the Config API
  • 4.14 Multi-instance Destinations and Device-mode
  • 4.15 Other Multi-instance Destination Considerations
  • 4.16 Multi-instance Compatible Destinations
  • 4.17 Destination Filters
  • 4.18 Activity: Set Up a Destination Filter
  • 4.19 Destination Actions
  • 4.20 Examples

Lesson 5: Learn about Source Functions

  • 5.1 Overview of Functions
  • 5.2 Source Functions
  • 5.3 Create a Source Function
  • 5.4 Source Functions Logs and Errors
  • 5.5 Manage Source Functions

Lesson 6: Get to Know Destination Functions

  • 6.1 Create a Destination Function
  • 6.2 Code the Destination Function
  • 6.3 Create Settings and Secrets for Functions
  • 6.4 Batch the Destination Function
  • 6.5 Save and Deploy the Function
  • 6.6 Destination Functions Logs and Errors
  • 6.7 Caching in Destination Functions
  • 6.8 Manage Destination Functions
  • 6.9 Edit a Function
  • 6.10 Functions Usage Limits

Lesson 7: Storage Destinations

  • 7.1 Overview and Data Storage Catalog
  • 7.2 How Segment Data Lakes Work 
  • 7.3 Use a Data Lake with a Data Warehouse
  • 7.4 EMR and AWS IAM Components
  • 7.5 Data Lakes Schema 
  • 7.6 Set Up Segment Data Lakes
  • 7.7 Data Lakes Sync Reports and Errors
  • 7.8 Compare Data Lakes and Warehouses

Lesson 8: Storage Destinations - Data Warehouses

  • 8.1 What Is a Warehouse?
  • 8.2 Warehouse Schemas and Tables
  • 8.3 Warehouse Selective Sync
  • 8.4 Warehouse Health Dashboards
  • 8.5 Choose a Warehouse

Lesson 9: Test Connections

  • 9.1 Ensure an Event Successfully Makes It to a Specific Destination
  • 9.2 Activity: Test a Connection

Lesson 10: Use Schema Controls

  • 10.1 Schema Controls Usage
  • 10.2 Filter Specific Events from Sending to Specific Destinations
  • 10.3 Block or Disable Specific Events and Properties from Sending to All Destinations

Lesson 11: Check if Data is Reaching a Destination - Use Event Delivery Tool

  • 11.1 When to Use Event Delivery
  • 11.2 Where to Find Event Delivery
  • 11.3 How to Use Event Delivery

Appendix:

  • Limits on Segment Schema
  • Reverse ETL
  • Case Study Exercise: Kicks Company - Button Clicks

 

Topics Covered

Lesson 1: Learn the Basics of Connections

  • 1.1 What Is Connections?
  • 1.2 What Is a Source?
  • 1.3 What Is a Write Key?
  • 1.4 What Is a Destination?
  • 1.5 Explore the Sources and Destinations Pages
  • 1.6 What Is a Warehouse?

Lesson 2: Understand Segment Specs

  • 2.1 Spec Overview
  • 2.2 Segment Spec Components
  • 2.3 Best Practices in Identifying Users
  • 2.4 Best Practices for Event Calls
  • 2.5 Spec: Common Fields
  • 2.6 Spec: Page
  • 2.7 Spec: Screen
  • 2.8 Spec: Track
  • 2.9 Spec: Group
  • 2.10 Spec: Identify
  • 2.11 Native Mobile Spec
  • 2.12 Packaging SDKs for Mobile Destinations
  • 2.13 Spec: Semantic Events
  • 2.14 Spec: B2B SaaS
  • 2.15 Spec: Ecommerce Events
  • 2.16 Spec: Video

Lesson 3: Get to Know Sources

  • 3.1 What Is a Source?
  • 3.2 Website Libraries
  • 3.3 Mobile SDKs
  • 3.4 Server-side Sources
  • 3.5 Cloud App Sources
  • 3.6 HTTP
  • 3.7 Pixel
  • 3.8 Sources Catalog
  • 3.9 How Sources Work
  • 3.10 Use the Source Debugger
  • 3.11 Activity: Set Up a Source
  • 3.12 Troubleshoot Sources
  • 3.13 Use Source Data

Lesson 4: Get to Know Destinations

  • 4.1 Sources Versus Destinations
  • 4.2 Types of Sources
  • 4.3 Method and Source Compatibility
  • 4.4 Connection Modes
  • 4.5 Should You Use Device-mode or Cloud-mode?
  • 4.6 Data Deliverability 
  • 4.7 Activity: Add a Destination
  • 4.8 What Happens When You Add a Destination?
  • 4.9 Destination Authentication
  • 4.10 Destination Settings
  • 4.11 Connecting a Source to Multiple Instances of a Destination
  • 4.12 Connect a Source to More than One instance of a Destination
  • 4.13 Connect to More than One Instance of a Destination Using the Config API
  • 4.14 Multi-instance Destinations and Device-mode
  • 4.15 Other Multi-instance Destination Considerations
  • 4.16 Multi-instance Compatible Destinations
  • 4.17 Destination Filters
  • 4.18 Activity: Set Up a Destination Filter
  • 4.19 Destination Actions
  • 4.20 Examples

Lesson 5: Learn about Source Functions

  • 5.1 Overview of Functions
  • 5.2 Source Functions
  • 5.3 Create a Source Function
  • 5.4 Source Functions Logs and Errors
  • 5.5 Manage Source Functions

Lesson 6: Get to Know Destination Functions

  • 6.1 Create a Destination Function
  • 6.2 Code the Destination Function
  • 6.3 Create Settings and Secrets for Functions
  • 6.4 Batch the Destination Function
  • 6.5 Save and Deploy the Function
  • 6.6 Destination Functions Logs and Errors
  • 6.7 Caching in Destination Functions
  • 6.8 Manage Destination Functions
  • 6.9 Edit a Function
  • 6.10 Functions Usage Limits

Lesson 7: Storage Destinations

  • 7.1 Overview and Data Storage Catalog
  • 7.2 How Segment Data Lakes Work 
  • 7.3 Use a Data Lake with a Data Warehouse
  • 7.4 EMR and AWS IAM Components
  • 7.5 Data Lakes Schema 
  • 7.6 Set Up Segment Data Lakes
  • 7.7 Data Lakes Sync Reports and Errors
  • 7.8 Compare Data Lakes and Warehouses

Lesson 8: Storage Destinations - Data Warehouses

  • 8.1 What Is a Warehouse?
  • 8.2 Warehouse Schemas and Tables
  • 8.3 Warehouse Selective Sync
  • 8.4 Warehouse Health Dashboards
  • 8.5 Choose a Warehouse

Lesson 9: Test Connections

  • 9.1 Ensure an Event Successfully Makes It to a Specific Destination
  • 9.2 Activity: Test a Connection

Lesson 10: Use Schema Controls

  • 10.1 Schema Controls Usage
  • 10.2 Filter Specific Events from Sending to Specific Destinations
  • 10.3 Block or Disable Specific Events and Properties from Sending to All Destinations

Lesson 11: Check if Data is Reaching a Destination - Use Event Delivery Tool

  • 11.1 When to Use Event Delivery
  • 11.2 Where to Find Event Delivery
  • 11.3 How to Use Event Delivery

Appendix:

  • Limits on Segment Schema
  • Reverse ETL
  • Case Study Exercise: Kicks Company - Button Clicks