4. Implementation Certification - Unify, Users and Flows, and Identity Resolution

4. Implementation Certification - Unify, Users and Flows, and Identity Resolution

Apply the key concepts of Segment's API methods, Unify, and Identity Management best practices. We also describe traits, triggers, the user funnel framework; and learn about Identity Resolution.

rate limit

Code not recognized.

About this course

In this module, you apply the key concepts of Segment's API methods and Identity Management best practices.

  • Define the API data collection methods and identify the appropriate use cases for each method.
  • Define and document the user funnel framework, traits, and user flows, and align them with the long-term business objectives using Segment's Identity Resolution features.
  • Reconcile campaigns and build funnels.
  • Collaborate on Identity strategy and funnel design with your team, prepare and lead workshops, and document the chosen user IDs, traits, triggers, and external IDs.

Curriculum42 min

  • Overview, Goals, and Outcomes 3 min
  • Meet with Your Team
  • Preparation, Outcomes, and Follow Up 5 min
  • Typical Challenges 5 min
  • Workbook Discovery
  • Users, Traits and Triggers, Funnels, and Identity Resolution Tabs 3 min
  • Define Identifiers 3 min
  • Build Funnels 7 min
  • Content to Explore
  • Get to Know API Data Collection Methods 4 min
  • When to Call Identify() 3 min
  • The User Funnel Framework 3 min
  • A Funnels Example 6 min
  • Segment University Courses
  • Documentation

About this course

In this module, you apply the key concepts of Segment's API methods and Identity Management best practices.

  • Define the API data collection methods and identify the appropriate use cases for each method.
  • Define and document the user funnel framework, traits, and user flows, and align them with the long-term business objectives using Segment's Identity Resolution features.
  • Reconcile campaigns and build funnels.
  • Collaborate on Identity strategy and funnel design with your team, prepare and lead workshops, and document the chosen user IDs, traits, triggers, and external IDs.

Curriculum42 min

  • Overview, Goals, and Outcomes 3 min
  • Meet with Your Team
  • Preparation, Outcomes, and Follow Up 5 min
  • Typical Challenges 5 min
  • Workbook Discovery
  • Users, Traits and Triggers, Funnels, and Identity Resolution Tabs 3 min
  • Define Identifiers 3 min
  • Build Funnels 7 min
  • Content to Explore
  • Get to Know API Data Collection Methods 4 min
  • When to Call Identify() 3 min
  • The User Funnel Framework 3 min
  • A Funnels Example 6 min
  • Segment University Courses
  • Documentation