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Overview, Goals, and Outcomes 1 min
- Meet with Your Team
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Preparation, Outcomes, and Follow Up 3 min
- Assessment Workspace Activities
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Set Up Engage Spaces 2 min
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Configure Identity Rules 5 min
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Connect Sources to Engage 3 min
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Validate Unified Profiles with Identity Resolution 5 min
- Workbook Discovery
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Revisit the Context, Campaigns, Use Cases, and Business Goals Tabs 1 min
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Prioritize, Code, and QA High Priority Events 5 min
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Prioritize, Code, and QA Other Events 2 min
- Content to Explore
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Segment University
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Documentation
7. Implementation Certification - Engage
In this module, we learn how to use Engage to create unified customer profiles and traits, build and enrich audiences, and activate audiences across marketing tools.
- Align Engage with Business Goals: Learn how to align Engage with business goals, use cases, and campaigns for activation, and formulate the project scope, timeline, and tasks necessary for campaign activation.
- Document and Prioritize Campaigns: Review project details, Segment’s approach to customer data instrumentation, and document and prioritize the campaigns, business goals, and use cases related to those campaigns.
- Configure Engage Spaces: Learn how to set up Engage spaces, separate development and test data from production data, and manage identities, audiences, computed traits, and connected devices in each space.
- Connect Sources to Engage: Understand how to connect sources to a development Engage space and validate unified profiles with identity resolution.