Twilio Engage Foundations Onboarding Guide

This guide walks you through the set up process for a simplified Engage space. If your implementation is complex, use this to demonstrate and test Engage before working on a more complex configuration.

Engage configuration requirements

The following are prerequisites to configuring and using Engage:

• A Segment account and Workspace.
• Events flowing into Connections from your digital properties where most of your valuable user behavior occurs.
• Profiles identity admin access. You must have edit access to identity resolution rules.
• Engage Administrator access. You must be either be a workspace admin, or a workspace user with Engage admin access to set up audiences and computed traits. You can check your permissions by navigating to Access Management in your workspace settings. See Segment Access Management for more details.

Step 1: Create a new Developer space

When you first start working with Engage, start by creating a “Developer” Engage space. This is your experimental and test environment while you learn more about how Engage works.

Step 2: Invite teammates to your Engage space

Invite teammates to your Engage dev space and grant them access to the space. Navigate to Access Management in your workspace settings to add them.

Step 3: Connect production sources

1. On the left sidebar navigate to Unify > Unify Settings > Profile Sources > + Connect Source.
2. Choose one or two production sources from your Connections workspace. Segment recommends connecting your production website or App source as a great starting point.
3. Toggle the Replay data flag when connecting a new source : enabled vs. disabled.
   • Enabled : The Replay data flag is enabled by default when connecting a source to an Engage/Unify Space. Enable this flag to replay the last month of data into the Engage/Unify Space.
   • Disabled : You can disable this option by toggling it, which prevents the replaying of historical data from the source to the Space. This means that only data that the source has received after the point when the source was connected to the Space will be available within the Engage/Unify Space.
4. If you need more historical data available from this source, please fill out the form below for each replay and contact Segment Support at friends@segment.com or create a ticket:

```Segment Source Details:

• Name: source-name
• SourceId: XXXXX or Link to Source

Details for replay:

• Destination: Name of destination you want to replay to or link to Profiles space
• Start time: (Use the following UTC format) 2020-11-21T05:10:00Z UTC
• End time: (Use the following UTC format) 2023-01-21T10:10:00Z UTC

• All the events or only a subset of event names? Provide event names and/or method calls (page/identify/track/group) if only a subset of events is needed. ```

• How much data can I replay from my source into Engage? Your workspace’s “computations history” limit is defined in your workspace’s contract and can be found on the page Usage & billing under the section Additional packages : Engage : “Up to __ days computation history”.

To learn more, visit Connect production sources.

Step 4: Check your profile data

After the replay finishes, you can see the data replayed into Engage using the Profile Explorer. Visit the Profiles Onboarding Guide for more info.

Step 5: Create an Audience

You can build an audience using any source data that flows into your Engage space.

In this step, use the Audience Builder UI to create an Audience using properties you’re familiar with. For example, you might know the number of new website user signups in the last seven days, if you’ve connected your production website source to Engage.

To build your own audience:

1. Navigate to your Engage space.
2. Select the Audiences tab, then click Create.
3. Click Add Condition, and choose among the options that appear:
   • Performed an Event
   • Part of an Audience
   • Have a Computed Trait
   • Have a SQL Trait
   • Have a Custom Trait
4. Configure the settings for your condition. These vary by type, so explore the different options.
5. Optionally, add more conditions until you’re satisfied that the audience will only contain the users you want to target.

After you build your audience, click Preview Results to see the total number of users who meet the audience criteria, for example all users who signed up within the last seven days.

Step 6: Connect the Audience to a Destination

After you create your test audience, click Select Destinations. Engage guides you through configuration steps to set up a destination for your audience. If you don’t already have destinations configured for the Engage space, you are prompted to select one or more. Finally, enter a name for the audience.

The larger the audience you’re creating, the longer it takes Engage to successfully compute the Audience. The Audience page shows a status that indicates if the audience is still being calculated. When the total number of users appears in the Audience overview, as in the example screenshot below, the audience has successfully finished computing, and Engage then sends the audience to the destination you selected.

Step 7: Validate that your audience is appearing in your destination

Audiences are either sent to destinations as a boolean user-property (for example New_Users_7days=true or a user-list, depending on what the destination supports. Read more about which destinations support which types of data.

The UIs for the destination tools you send the audience data to are different, so the process of validating the audience varies per tool. However, the guiding principle is the same. You should be able to identify the full group of users who are members of your audience in your destination.

Step 8: Create your production space

After you validate that your full audience is arriving in your destination, you’re ready to create a Production space. Segment recommends that you repeat the same steps outlined above, focusing on your production use cases and data sources.