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)
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