Twilio Engage Jumpstart Lite for Partners

Course 2 of 3 in Consulting Partner - Delivery Certification

Self-paced and hands-on implementation planning and guidance for Connections, Protocols, and Engage.

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About this course

Twilio Engage Jumpstart Lite is a self-paced learning program to help you to activate Segment capabilities, accelerate teams, and lay the foundation for customer use cases - everything from strategic planning to quality assurance best practices for Connections, Protocols, Profiles, and Twilio Engage.

Program Outcomes

  • Standardized events, scoped and flowing through Segment.
  • Activation of Connections, Protocols, and Engage. 
  • Accelerated time to value, best practices for leveraging Segment, and more!

Curriculum3 hr 5 min

  • Welcome to Jumpstart Lite
  • Program Overview and Logistics 2 min
  • Segment Capabilities 5 min
  • Segment in Action 5 min
  • Get to Know the Architecture
  • Client-side Versus Server-side Tracking 7 min
  • Cloud and Device Connection Modes 9 min
  • Development, Staging, and Production Environments 2 min
  • Add Sources to a Workspace 4 min
  • Users and Flows
  • Get to Know API Data Collection Methods 4 min
  • When to Call Identify() 3 min
  • The User Funnel Framework 2 min
  • A Funnels Example 5 min
  • Learn about Protocols and Tracking Plans
  • Event Anatomy and Naming Standards 5 min
  • Protocols Capabilities 3 min
  • Map Events with Event Properties 3 min
  • Build a Tracking Plan 4 min
  • Build and Sync a Library 4 min
  • Add Traits to a Tracking Plan 2 min
  • Connect a Tracking Plan to a Source 5 min
  • Quality Assurance Best Practices
  • The Debugger 3 min
  • Debug Client-side Sources 2 min
  • Debug Server-side Sources 2 min
  • Validate Device-mode Connections 3 min
  • Validate Cloud-mode Connections 7 min
  • Check for Destination Nuances 2 min
  • Set Up Engage
  • Configure Development Destinations 8 min
  • Set Up Engage Spaces 2 min
  • Configure Identity Rules 6 min
  • Connect Sources to Engage 2 min
  • Validate Unified Profiles with Identity Resolution 7 min
  • Push Events to Production
  • Configure Engage for Production 4 min
  • Connect Production Destinations 6 min
  • Plan and Push to Production 3 min
  • Validate Events in Production 2 min
  • Connect Production Sources to Engage 3 min
  • Build Audiences
  • Build and Activate Audiences 5 min
  • Validate Audiences in Destinations 5 min
  • Learn about Computed Traits 4 min
  • Create Computed Traits 4 min
  • Build Advanced Audiences 5 min
  • Journeys
  • Build Journeys 3 min
  • Build Journeys - Activate New Users with Multi-branching and Randomized Splits 8 min
  • Build Journeys - Drive More Sign-ups with Branching 8 min
  • Explore Journey Analytics 3 min
  • Twilio Engage Premier SMS, Email, and WhatsApp Messaging
  • Set Up and Configure Segment, Twilio, and SendGrid Accounts 2 min
  • Upload a CSV File to Update Subscription Status for Users 7 min
  • Build a Message Template 6 min
  • Send an Email, SMS, or WhatsApp Message 5 min
  • Configure Twilio WhatsApp Services (Beta) 9 min
  • Course Conclusion
  • Course Survey

About this course

Twilio Engage Jumpstart Lite is a self-paced learning program to help you to activate Segment capabilities, accelerate teams, and lay the foundation for customer use cases - everything from strategic planning to quality assurance best practices for Connections, Protocols, Profiles, and Twilio Engage.

Program Outcomes

  • Standardized events, scoped and flowing through Segment.
  • Activation of Connections, Protocols, and Engage. 
  • Accelerated time to value, best practices for leveraging Segment, and more!

Curriculum3 hr 5 min

  • Welcome to Jumpstart Lite
  • Program Overview and Logistics 2 min
  • Segment Capabilities 5 min
  • Segment in Action 5 min
  • Get to Know the Architecture
  • Client-side Versus Server-side Tracking 7 min
  • Cloud and Device Connection Modes 9 min
  • Development, Staging, and Production Environments 2 min
  • Add Sources to a Workspace 4 min
  • Users and Flows
  • Get to Know API Data Collection Methods 4 min
  • When to Call Identify() 3 min
  • The User Funnel Framework 2 min
  • A Funnels Example 5 min
  • Learn about Protocols and Tracking Plans
  • Event Anatomy and Naming Standards 5 min
  • Protocols Capabilities 3 min
  • Map Events with Event Properties 3 min
  • Build a Tracking Plan 4 min
  • Build and Sync a Library 4 min
  • Add Traits to a Tracking Plan 2 min
  • Connect a Tracking Plan to a Source 5 min
  • Quality Assurance Best Practices
  • The Debugger 3 min
  • Debug Client-side Sources 2 min
  • Debug Server-side Sources 2 min
  • Validate Device-mode Connections 3 min
  • Validate Cloud-mode Connections 7 min
  • Check for Destination Nuances 2 min
  • Set Up Engage
  • Configure Development Destinations 8 min
  • Set Up Engage Spaces 2 min
  • Configure Identity Rules 6 min
  • Connect Sources to Engage 2 min
  • Validate Unified Profiles with Identity Resolution 7 min
  • Push Events to Production
  • Configure Engage for Production 4 min
  • Connect Production Destinations 6 min
  • Plan and Push to Production 3 min
  • Validate Events in Production 2 min
  • Connect Production Sources to Engage 3 min
  • Build Audiences
  • Build and Activate Audiences 5 min
  • Validate Audiences in Destinations 5 min
  • Learn about Computed Traits 4 min
  • Create Computed Traits 4 min
  • Build Advanced Audiences 5 min
  • Journeys
  • Build Journeys 3 min
  • Build Journeys - Activate New Users with Multi-branching and Randomized Splits 8 min
  • Build Journeys - Drive More Sign-ups with Branching 8 min
  • Explore Journey Analytics 3 min
  • Twilio Engage Premier SMS, Email, and WhatsApp Messaging
  • Set Up and Configure Segment, Twilio, and SendGrid Accounts 2 min
  • Upload a CSV File to Update Subscription Status for Users 7 min
  • Build a Message Template 6 min
  • Send an Email, SMS, or WhatsApp Message 5 min
  • Configure Twilio WhatsApp Services (Beta) 9 min
  • Course Conclusion
  • Course Survey