Engage and Unify Instructor-led Training

Engage and Unify Instructor-led Training

Learn how to use Engage to create unified customer profiles and traits, build and enrich audiences, and activate audiences across marketing tools. (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 and Objectives

Lesson 1: Get Familiar with Unify

  • 1.1 Unify Overview
  • 1.2 Set Up a Unify Space

Lesson 2: Connect a Source

  • 2.1 What Is a Source?
  • 2.2 Website Libraries Sources
  • 2.3 Mobile SDKs Sources
  • 2.4 Server-side Sources
  • 2.5 Cloud Apps Sources
  • 2.6 HTTP Tracking API
  • 2.7 Pixel Tracking API
  • 2.8 Activity: Connect a Source

Lesson 3: Identity Resolution

  • 3.1 Identity Graph
  • 3.2 Identity Resolution Onboarding
  • 3.3 Identity Resolution Settings
  • 3.4 Identity Resolution Space Setup
  • 3.5 Identity Resolution Use Cases 

Lesson 4: Get to Know Profiles Sync

  • 4.1 Profile Sync Use Cases
  • 4.2 Set Up Profiles Sync
  • 4.3 Profiles Sync Sample Queries 
  • 4.4 Profiles Sync Tables and Materialized Views 

Lesson 5: Reverse ETL

  • 5.1 Get Started 
  • 5.2 Use Reverse ETL
  • 5.3 Limits 

Lesson 6: Profile API

  • 6.1 Quickstart 

Lesson 7: Unify and Warehouses

  • 7.1 Identify Calls for Audiences
  • 7.2 Identify Calls for Computed Traits
  • 7.3 Warehouse Schema for Engage Identify Calls
  • 7.4 Warehouse Schema for Engage Track Calls
  • 7.5 User Table
  • 7.6 Sync Frequency 

Lesson 8: Get to Know Computed Traits

  • 8.1 Types of Computed Traits
  • 8.2 Computed Trait Conditions
  • 8.3 Connect Computed Traits to a Destination
  • 8.4 Access Computed Traits Using the Profiles API
  • 8.5 Download a Computed Trait as a CSV
  • 8.6 Activity: Build a Computed Trait 

Lesson 9: Build Audiences

  • 9.1 Build an Audience
  • 9.2 Connect an Audience to a Destination 
  • 9.3 Real-time Compute Versus Batch 
  • 9.4 Activity: Create an Audience
  • 9.5 Access Audiences Using the Profiles API
  • 9.6 Download an Audience as a CSV

Lesson 10: Predictions

  • 10.1 Build a Prediction
  • 10.2 Prediction Types
  • 10.3 Work with Predictions
  • 10.4 Predictions Use Cases 
  • 10.5 Suggested Predictive Audiences 
  • 10.6 Build a Suggested Predictive Audience
  • 10.7 Types of Suggested Predictive Audiences 

Lesson 11: Get to Know Journeys 

  • 11.1 Journeys Overview
  • 11.2 Activity: Build a Journey
  • 11.3 Send Journey Data to Destinations
  • 11.4 Journey Best Practices
  • 11.5 Journey Use Cases

    Lesson 12: Trait Activation

  • 12.1 Overview
  • 12.2 Set Up Trait Activation
  • 12.3 Set Up Trait Enrichment with Audiences and Journeys 
  • 12.4 Destination-specific Requirements for Trait Enrichment 
  • 12.5 Set Up Destination Actions
  • 12.6 Set Up ID Sync with Audiences and Journeys

Lesson 13: Use Unify/Engage Data 

  • 13.1 Engage Destination Types: Event Versus List
  • 13.2 What Are Payloads Like for Engage Data?
  • 13.3 Additional Identifiers 
  • 13.4 Multiple Identifiers of the Same Type 
  • 13.5 New External Identifiers Added to a Profile
  • 13.6 Rate Limits on Engage Event Destinations
  • 13.7 Sync Data to a New Destination for the First Time
  • 13.8 Compatible Destinations: Event and List Types 

Appendix:

  • Twilio Engage Premier Onboarding and Features 
  • SMS Campaigns 
  • Email Campaigns
  • Broadcasts
  • Push Notifications  
  • Create and Configure Twilio WhatsApp Services 

Topics and Objectives

Lesson 1: Get Familiar with Unify

  • 1.1 Unify Overview
  • 1.2 Set Up a Unify Space

Lesson 2: Connect a Source

  • 2.1 What Is a Source?
  • 2.2 Website Libraries Sources
  • 2.3 Mobile SDKs Sources
  • 2.4 Server-side Sources
  • 2.5 Cloud Apps Sources
  • 2.6 HTTP Tracking API
  • 2.7 Pixel Tracking API
  • 2.8 Activity: Connect a Source

Lesson 3: Identity Resolution

  • 3.1 Identity Graph
  • 3.2 Identity Resolution Onboarding
  • 3.3 Identity Resolution Settings
  • 3.4 Identity Resolution Space Setup
  • 3.5 Identity Resolution Use Cases 

Lesson 4: Get to Know Profiles Sync

  • 4.1 Profile Sync Use Cases
  • 4.2 Set Up Profiles Sync
  • 4.3 Profiles Sync Sample Queries 
  • 4.4 Profiles Sync Tables and Materialized Views 

Lesson 5: Reverse ETL

  • 5.1 Get Started 
  • 5.2 Use Reverse ETL
  • 5.3 Limits 

Lesson 6: Profile API

  • 6.1 Quickstart 

Lesson 7: Unify and Warehouses

  • 7.1 Identify Calls for Audiences
  • 7.2 Identify Calls for Computed Traits
  • 7.3 Warehouse Schema for Engage Identify Calls
  • 7.4 Warehouse Schema for Engage Track Calls
  • 7.5 User Table
  • 7.6 Sync Frequency 

Lesson 8: Get to Know Computed Traits

  • 8.1 Types of Computed Traits
  • 8.2 Computed Trait Conditions
  • 8.3 Connect Computed Traits to a Destination
  • 8.4 Access Computed Traits Using the Profiles API
  • 8.5 Download a Computed Trait as a CSV
  • 8.6 Activity: Build a Computed Trait 

Lesson 9: Build Audiences

  • 9.1 Build an Audience
  • 9.2 Connect an Audience to a Destination 
  • 9.3 Real-time Compute Versus Batch 
  • 9.4 Activity: Create an Audience
  • 9.5 Access Audiences Using the Profiles API
  • 9.6 Download an Audience as a CSV

Lesson 10: Predictions

  • 10.1 Build a Prediction
  • 10.2 Prediction Types
  • 10.3 Work with Predictions
  • 10.4 Predictions Use Cases 
  • 10.5 Suggested Predictive Audiences 
  • 10.6 Build a Suggested Predictive Audience
  • 10.7 Types of Suggested Predictive Audiences 

Lesson 11: Get to Know Journeys 

  • 11.1 Journeys Overview
  • 11.2 Activity: Build a Journey
  • 11.3 Send Journey Data to Destinations
  • 11.4 Journey Best Practices
  • 11.5 Journey Use Cases

    Lesson 12: Trait Activation

  • 12.1 Overview
  • 12.2 Set Up Trait Activation
  • 12.3 Set Up Trait Enrichment with Audiences and Journeys 
  • 12.4 Destination-specific Requirements for Trait Enrichment 
  • 12.5 Set Up Destination Actions
  • 12.6 Set Up ID Sync with Audiences and Journeys

Lesson 13: Use Unify/Engage Data 

  • 13.1 Engage Destination Types: Event Versus List
  • 13.2 What Are Payloads Like for Engage Data?
  • 13.3 Additional Identifiers 
  • 13.4 Multiple Identifiers of the Same Type 
  • 13.5 New External Identifiers Added to a Profile
  • 13.6 Rate Limits on Engage Event Destinations
  • 13.7 Sync Data to a New Destination for the First Time
  • 13.8 Compatible Destinations: Event and List Types 

Appendix:

  • Twilio Engage Premier Onboarding and Features 
  • SMS Campaigns 
  • Email Campaigns
  • Broadcasts
  • Push Notifications  
  • Create and Configure Twilio WhatsApp Services