Technical Foundations Associate
Roles to undergo the end-to-end certifications should be technical in nature:
- Solutions Architects
- Data Engineers
- Data Architects
- Developers
- Technical Project Managers
- MarTech Delivery Consultants
The total commitment for these trainings will be a series of videos and a self-serve quiz upon completion of the videos
Prework
Please ensure that you come prepared with the below prior to undergoing Consulting Partner certification:
- [Required] Business Tier Sandbox Environment(s), blank-slate. Can be provisioned via this form after creating an account at partners.segment.com; contact your Partner Manager to expedite.
- [Optional] Mixpanel Account (or equivalent analytics partner)
- [Optional] Customer.io Developer Account (or equivalent marketing automation partner)
- [Optional] Snowflake Warehouse (or equivalent)
Introduction to Segment
Start with an overview of Segment. We take you on a tour of the Segment app and share our methods and spec.
25 min
Show Overview
Client-side Versus Server-side Tracking
Should you collect data on the Client or the Server? Learn about use cases and considerations you have to make when deciding to collect data on the Client or the Server.
Show Overview
Connection Modes
Should I send data to my destinations in cloud-mode or device-mode?
Show Overview
Collect Data with Sources
Learn about the different Segment sources, the types, and how to configure them.
30 min
Show Overview
Validate Connections
Learn a few tips an tricks within a Segment workspace to help validate connections.
22 min
Show Overview
Act on Data with Destinations
Take a deep dive into destinations and learn how to act on Segment data.
20 min
Show Overview
Learn about Protocols
In this course, you learn all the features of Protocols, including creating Tracking Plans, what violations are and how to handle them, using transformations to fix bad data, and some advanced features such as JSON Schemas and when to use them.
35 min
Show Overview
Activate Warehouse Data with Reverse ETL (Extract, Transform, Load)
In this course, you learn about Reverse ETL, what it is, how it works, and how to model data from within a data warehouse so you can use the data to personalize customer experiences in any supported application. You also learn to set up an end-to-end pipeline from a data warehouse into a supported downstream tool.
17 min
Show Overview
Source and Destination Functions
Learn what source and destination functions are and how to create them.
26 min
Show Overview
Configure Consent Manager
Learn about consent management, configuring consent categories, and enforcing consent in Reverse ETL.
11 min
Show Overview
Consulting Partner - Engage (formerly Personas)
An introduction and training on how to maximize your use of Engage
30 min
Show Overview
Use Trait Activation to Improve Match Rates and Optimize Advertising ROI
Learn how Trait Activation helps Marketers use traits to improve user identification in their advertising platforms and improve match rates, allowing them to build more accurate audiences for ad campaigns.
25 min
Show Overview
Use Predictions to Predict Customer Behavior
Unlock insights into customer behavior, fine-tune marketing efforts, and maximize revenue opportunities with Predictions.
25 min
Show Overview
Enrich Profiles with Profiles Sync
With Profiles Sync, you can synchronize identity-resolved customer data into a data warehouse and build golden customer profiles to create personalized experiences in any channel.
18 min
Show Overview
Build Audiences
Self-paced guidance on activating and building audiences in Engage.
21 min
Show Overview
Build Journeys
Learn how to design customer journeys by using Segment's Journey orchestration feature.
24 min
Show Overview
Twilio Engage Premier Messaging
In this module, we explain how to set up Twilio Engage Premier, update the subscription status of users, build message templates, and send an email, SMS, Broadcast, Push Notification, or WhatsApp message.
57 min
Show Overview
Consulting Partner - Real-time Personalization using the Profile API
Customize experiences for your users in real time
20 min
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Linked Audiences, Events, Profiles, and the Data Graph
Use Linked Profiles, the Data Graph, Linked Events, and Audiences to expand your model beyond the profile to the entire universe of business data.
42 min
Show Overview
Consulting Partner - SQL Traits Course
Learn how to pull user and account profile data from your database into Segment, and then forward that data on to other Destinations
40 min
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Consulting Partner - Associate Certification
Assessment to attain Consulting Associate Certificate
30 min
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