- Define Architecture, Goals, and Use Cases
-
List Sources and Destinations 5 min
-
Define Goals and Use Cases 7 min
-
Identify Campaigns to Activate 3 min
- Users and Flows
-
List Traits and Triggers 7 min
-
Define Identifiers 7 min
-
Build Funnels 7 min
- Protocols and Tracking Plans
-
Review Semantic Events 3 min
-
Scope and Prioritize Each Event 3 min
-
Build a Tracking Plan 3 min
Customer Discovery Activities
Learn how to help your customers plan and prepare for their Segment implementation with discovery activities.
In this course, we describe the key things you should discuss with your customer to help them discover their goals and use cases, data flow, plan and implement, and ultimately activate Segment.
Define Architecture, Goals, and Use Cases
- List Sources and Destinations
- Goals and Uses Cases
- Identify Campaigns
Users and Flows
- List Traits and Triggers
- Define Identifiers
- Build Funnels
Protocols and Tracking Plans
- Review Semantic Events
- Scope and Prioritize Events
- Build a Tracking Plan