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Rock your analytics and tracking with Segment
Guillaume Cabane - Head of Marketing @ Mention
@guillaumecabane #Segment101
Board meeting
28 August 2014
22
What were you doing yesterday?
We did a team building
Board meeting
28 August 2014
33
What were you doing yesterday?
We did a team building
Board meeting
28 August 2014
44
What were you doing yesterday?
We did a team building
5
1 A bit about analytics
2 What’s that Segment thing ?
3 Tracking with Segment 101
4
Getting nerdy with Segment data and other GrowthHacks
PITCH
Rock your analytics and tracking with Segment
#Segment101
@GuillaumeCabane
Board meeting
28 August 2014
66
Head of Growth Marketing @Mention | Ex-Apple |
Mentor at @numaparis.
Doing Internet stuff since 97', still not billionaire but
working on it! #Pastafarian
Who am I ?
#Segment101
@GuillaumeCabane
7
1 Not a freelance or agency = Nothing to sell
2 But passionate about analytics
3 Not a dev but a marketer = everything shown afterwards is
understandable by anyone
#Segment101
@GuillaumeCabane
8
Missing a mention logo on
this slide
9
A bit about analytics
#Segment101
@GuillaumeCabane
Board meeting
28 August 2014
1010
// quantum physics and analytics
Measuring is the new seeing #Segment101
@GuillaumeCabane
Board meeting
28 August 2014
1111
Your business is the same :
as long as you can’t measure it, it may very well not exist
#Segment101
@GuillaumeCabane
Board meeting
28 August 2014
1212
I hope that was clear.
#Segment101
@GuillaumeCabane
1313
Follow-up E-mails
Display survey in-app for 5 days
Full Integration Full Integration
Full Integration
Send survey data
Get customer data
#Segment101
@GuillaumeCabane
User centric vs. session centric
Aliasing anonymous visitors
#Segment101
@GuillaumeCabane
1515
16
What’s that segment thing ?
#Segment101
@GuillaumeCabane
1717
All of your tools run on the same data.
So why would you track it over and over?
_kmq.push([‘record’, ‘Purchased Item’, { revenue : 9.95 }]);
_gaq.push([‘_trackEvent’, ‘All’, ‘Purchased Item’]);
mixpanel.track(‘Purchased Item’, { revenue : 9.95 });
_cio.track(‘Purchased Item’, { revenue : 9.95 });
olark(‘api.chat.sendNotificationToOperator’, {
body : ‘Visitor purchased an item.’
});
#Segment101
@GuillaumeCabane
Board meeting
28 August 2014
1818
There is a better way.
Replace your tracking with a single, simple API.
#Segment101
@GuillaumeCabane
Board meeting
28 August 2014
1919
There is a better way.
Install new tools with the flip of a switch.
#Segment101
@GuillaumeCabane
Board meeting
28 August 2014
2020
Activate any integration in seconds
A single hub to collect, transform and route your data.
#Segment101
@GuillaumeCabane
Board meeting
28 August 2014
2121
What is Segment?
A single hub to collect, transform and route your data.
Segment collects the master copy of data and
transforms it for each app.
11 libraries :
- Browser
- Mobile
- Server-side
> 150 integrations,
and counting
#Segment101
@GuillaumeCabane
Board meeting
28 August 2014
2222
Server-side
#Segment101
@GuillaumeCabane
Board meeting
28 August 2014
2323
Browser
#Segment101
@GuillaumeCabane
Board meeting
28 August 2014
2424
Mobile
#Segment101
@GuillaumeCabane
Board meeting
28 August 2014
2525
Plugins
#Segment101
@GuillaumeCabane
Board meeting
28 August 2014
2626
What does it cover?
Analytics
#Segment101
@GuillaumeCabane
Board meeting
28 August 2014
2727
What does it cover?
Advertising
#Segment101
@GuillaumeCabane
Board meeting
28 August 2014
2828
What does it cover?
Customer Support
#Segment101
@GuillaumeCabane
29
So what is it great at ?
• Integrate once, ensure you can use any tool.
• Activate one or multiple tools at no (dev) cost, trial it
with actual data.
• Go beyond analytics with other tools
• Get homogenous data regardless of the app used
• Bidirectional data flow
• Debug your product
• Identify potential Sales (quality)
• Nurturing (quantity)
• Support
• Free to use for developers / small projects
#Segment101
@GuillaumeCabane
Board meeting
28 August 2014
3030
What is it not ?
An analytics tool
A competitor of GA, Kiss or others
There is no data analysis whatsoever
It’s not a tag manager either
#Segment101
@GuillaumeCabane
3131
How does it work?
All of your tools run on the same data.
Identify
Who are your
users?
Track
What are they
doing?
Page
Where are
they doing it?
#Segment101
@GuillaumeCabane
Board meeting
28 August 2014
3232
Event properties
People complete events, and those events have properties :
« Clicked signup ? »
« Clicked red signup button ? »
« Signed up with email on red
signup button top of page »
#Segment101
@GuillaumeCabane
Board meeting
28 August 2014
3333
Signed up :
Signup button color : red
Signup button location : top
Event properties
People do events, and those events have properties :
Event name
property name Event value
#Segment101
@GuillaumeCabane
Board meeting
28 August 2014
3434
Event properties
Don’t do this :
#Segment101
@GuillaumeCabane
Board meeting
28 August 2014
3535
Event properties
It will be (almost) impossible to analyze in analytics tools
#Segment101
@GuillaumeCabane
Board meeting
28 August 2014
3636
Event properties
Use a single event with multiple properties
#Segment101
@GuillaumeCabane
37
Segment features
#Segment101
@GuillaumeCabane
Board meeting
28 August 2014
3838
Tracking plan
#Segment101
@GuillaumeCabane
Board meeting
28 August 2014
3939
Tracking plan
#Segment101
@GuillaumeCabane
Board meeting
28 August 2014
4040
Tracking plan
#Segment101
@GuillaumeCabane
Board meeting
28 August 2014
4141
Debugger
Board meeting
28 August 2014
4242
Debugger
#Segment101
@GuillaumeCabane
43
1 Data storage and access is out of this league (>75K$ per
year) for Amazon Redshift
2 Not all integrations are mapped in full, many have a partial
mapping
3 Not all integration options are available
4 Specs / Mapping is being set, with no easy way to follow it
Some issues however
#Segment101
@GuillaumeCabane
Board meeting
28 August 2014
4444
Are there competitors ?
There’s an opensource version of segment : analytics.js
But also :
#Segment101
@GuillaumeCabane
45
Tracking with segment 101
#Segment101
@GuillaumeCabane
It’s KPIs you want, not events
It’s people you want, not hits
#Segment101
@GuillaumeCabane
Board meeting
28 August 2014
4747
KPI
# Event A ÷ Event B
Top to bottom implementation
Start with the KPIs you want to track. Then find what
events you need to calculate them.
#Segment101
@GuillaumeCabane
Board meeting
28 August 2014
4848
Top to bottom implementation
Start with the KPIs you want to track. Then find what
events you need to calculate them.
Signup rate
# Signups ÷ # Visits
#Segment101
@GuillaumeCabane
Board meeting
28 August 2014
4949
Start small
Whatever your size, start with 3 to 5 KPIs. Make
them work, then based on your specific needs, add
KPIS.
#Segment101
@GuillaumeCabane
Board meeting
28 August 2014
5050
Bootstrap Startup Growth
Acquisition Signups Signup rate CAC
Activation Activation rate Engagement score
Retention - Retention rate NPS Score
Referral - Viral coef
Revenue Conversion Upgrade rate
Time to upgrade, ARPA,
CLTV, Churn
>> Events Signed up, Converted
Visits, Feature X used,
Signed in, Invite sent
Ad campaign hit, Feature X
activated, NPS survey
answered, Downgraded
3 step method : SaaS KPIs
Board meeting
28 August 2014
5252
Next : naming convention
Don’t do this
Looking for the right Email sent event?
#Segment101
@GuillaumeCabane
Board meeting
28 August 2014
5353
Naming convention : share the rules
#Segment101
@GuillaumeCabane
Object Action
Naming convention : Best practices
#Segment101
@GuillaumeCabane
Subscription Started
Naming convention : Best practices
#Segment101
@GuillaumeCabane
Tracking plan : Spreadsheet
#Segment101
@GuillaumeCabane
Visited Site
Viewed Success Stories
Category
Viewed Pricing
Viewed Blog
Category : tech | social |
Viewed Features
Viewed Signup
Signup page version : XX
Started SignUp
Started Signup location : url
Signup type : email | twitter | facebook |
Clicked Signup Button
Signup Button page : HomePage | pricing
Signup button location : slider
Signup Button Color : Red | Green
Signup Button Message : "Sign Up"
Viewed HomePage
Clicked PremiumPlan
Plan type : starter | growth | company | free
Signed Up
Signup type : email | twitter | fb ...
Signup platform : IOS, Chrome...
Started FreeTrial
freetrial type : 14
Viewed welcome popup
version :
Invited
who ? :
Viewed Alert Creation
version :
Created Alert
Query : text value
Nb of KW : numerical value
Used of boolean : yes | no
Languages : FR | ES | EN
Alert name
Activation zone :
Viewed social account
Added a social account
social account type : twitter | fb ...
Viewed statistics
Filtered statistics
Time filter : yes | no
Advanced filter : yes | no
Exported Analytics
Filtered view :
analytics export type : pdf
Exported Mentions
Filtered view :
mentions export type : csv | tsv | excel | pdf
Retention zone : customer gets value
Email Notification Sent
number of mentions
Opened Email notification
number of mentions :
open time : in seconds
Viewed Redirector Viewed detailed Analytics
location
behavior
Curated Mentions
Number of mentions curated :
Curation type : deleted | Spam ...
mobile gesture: special | standard
Curated Source
Source curation action : blocked |
priority | Follow | unfollow
Revenue zone : we get value
Acquisition zone :
Ad Campaign hit
Social hit
Viewed Share Alert
Shared an Alert
Shared Alert with : test@test.com
Shared Alert mode : team | email
Viewed Referral Page
Referred
Refer type : email, twitter, linkedin
Referral Accepted
Mentions gained
Referral email sent
Mentions gained
Viewed Referral Email
Referral zone
Viewed Shared Alert Email
Accepted Shared Alert
Share mode : in team | read only
Shared Alert from : test@test.com
Viewed Block Screen
block screen type : Quota | Stats .
? overquota ratio ?
Viewed Quota Page
Over quota : Yes | No
Quota exceeded : Mentions | Alerts | Users
Clicked Change Plan
Viewed Billing
ALL fields required
Push data as it arrives
Selected a Plan
Plan selected : Growth | Enterprise | Free
Plan value : $$
Viewed Pricing Page (inApp)
PricingPage location : inApp
Quota exceeded : Mentions | Alerts | Users
Should this be an event separated from the "public pricing" ?
Selected a Payment Method
Payment methode type : CreditCard | Wire
Potential Revenue : $$
Changed plan duration
Selected duration : Annual | Monthly
Submitted Credit Card payment
Credit Card type : Amex, Visa..
Credit Card processor : Stripe
Upgraded
Plan type : Starter | Growth |
Plan Value : $$
Renewal type : yearly | Monthly
Clicked Search bar
Did Search
Type : KW / Filtered
Filtered : yes | no
KW : yes | no
Propreties to rework here
Service side data (probably in identify) :
Nb of alerts blocked
Nb of alerts created
Nb of alerts deleted
Deleted account
Downgraded to free
usertype : admin | ...
Customer Charged
Revenue : $$
Green = user action on Page
Use the track method
Blue = Page view
In segment this is the Page method
Do not pass the "viewed" but name
the page. For mobile use the screen
method
Red = server side event
Logged In
Sign in type : email | twitter | fb ...
Viewed Alert
number of mentions :
Alert name :
Alert ID
Alert number
Viewed Mention
Mention type : twitter | facebook ...
Reacted to Mention
Reaction type : Reply | Retweet |
Share | Email | Buffer
Changed tonality
Auto tonality : Neutral | Positive ..
Manual tonality : Neutral | Positive ..
Viewed Welcome Screen
Last screen : 1 | 2 | 3 | 4 | 5
Signed In
Signin type : email | twitter | fb ...
Deleted account
Signed in
Signin type : email | twitter | fb ...
Viewed my profile
Viewed Manage my alerts
Viewed settings
Clicked edit alert parametersDeleted alert
Viewed Alert settings
Viewed manage notifications
Page category : user settings User Settings
Edited Alert
Query : text value
Nb of KW : numerical value
Used of boolean : yes | no
Languages : FR | ES | EN
Frequency : daily | Weekly
Viewed my team
Mobile
Desktop } When event is present on both
platforms,
no bullet is shown
Shared Mention
Share method :
Deleted from team
who ?
Changed user rights
who ? :
rights change :
Gived access to socal accounts
who ?
Viewed Billing
Viewed Quota / Plan
trigger n times the propriety
Clicked email notification
Received Shared Alert
Viewed feature discovery
completion ratio :
Clicked on {{feature}}
Viewed Build team
Downgraded
Viewed Downgrade popup
Viewed tasks
Created a task
Task type : read
Advanced filter : yes | no
Tracking plan : Visual Layout
Tracking plan : The Segment feature
#Segment101
@GuillaumeCabane
Tracking plan : The Segment feature
#Segment101
@GuillaumeCabane
Mobile & Webapps
Using identify correctly, you will have a cross-device view of your
user.
For that to work, it’s crucially important to have the same naming
convention across all your apps
#Segment101
@GuillaumeCabane
Mobile & Webapps
Best practice : same naming, different projects
Mobile Project
Segment organization
Webapp Project Backend Project
Event name : « Signed up »
Mobile
integrations
Webapp
integrations
Backend
integrations
This gives you the flexibility to
separate OR regroup events at will,
debug much easier, activate
integrations per device
#Segment101
@GuillaumeCabane
Server-side vs client-side tracking
Server-side
Data is always clean & complete
Multiple routes to an event are easy to handle
Not all events happen client-ide : billing
Client-side
Some actions are more easily tracked client-side (button clicks)
#Segment101
@GuillaumeCabane
Standard traits & semantic events
Segment is moving towards a larger and larger set of
standard traits, events & properties.
Using their naming schema for these elements means
they will be correctly mapped in the integrations.
• A/B Testing
• Ecommerce
• Email
• Live Chat
#Segment101
@GuillaumeCabane
Standard traits & semantic events
The most important one is the transaction event,
called « Completed order », with it’s « revenue »
property. This will be recognized by Google
Analytics, Kissmetrics and all other revenue
tracking tools.
#Segment101
@GuillaumeCabane
Usual Pitfalls
• Start from your interface
• Track everything
• Bad or no naming convention
• Using non standard events and properties
• Aliasing issues
Too often I see people doing bottom to top
implementations, stop in the middle, and have
nothing.
#Segment101
@GuillaumeCabane
66
Objections
I don’t have the time to do this !
>> Data not captured is lost forever. Start now.
Why not do it In-house ?
>> OK if you are a genius or your time is worthless. In all other cases,
rethink your priorities.
#Segment101
@GuillaumeCabane
Getting nerdy with Segment : GrowthHacks
As a marketer, Segment is my ultimate GrowthHack
#Segment101
@GuillaumeCabane
68
Old marketing is about creating a difference between real and perceived
value of your product, the difference being your margin.
Growth Marketing is about creating a difference between the real and
perceived time spent on a customer’s account, the difference being your
margin
Automation and scalability is what defines Growth
Marketing
#Segment101
@GuillaumeCabane
Segment helps you capture
tons of data on your customer
#Segment101
@GuillaumeCabane
What can a growth hacker do
with such data ?
#Segment101
@GuillaumeCabane
Measure the ROI per property
Move from immediate measurement of CAC to a cohort based analysis
NPS Score
Capture third party data
Segment is made to receive data from your app and send it to integrations.
But some of your customer actions don’t happen in your app :
Email actions, input in your CRM, Webinars…
#Segment101
@GuillaumeCabane
Third party tool
API call
Webhook
Capture third party data
Webhook listener
#Segment101
@GuillaumeCabane
API call
Webhook
Capture third party data
Webhook listener
#Segment101
@GuillaumeCabane
Third party tool
Webhook
Native API integration
Capture third party data
Webhook listener
API call
#Segment101
@GuillaumeCabane
Bidirectional data flow
Spin the wheel of data !
Third party tool
Webhook
Native API integration
Webhook listener
API call
Customer action synced back
#Segment101
@GuillaumeCabane
Reminder E-mails
Display survey in-app for 5 days
Full Integration Full Integration
Full Integration
Send survey data
Get customer data
#Segment101
@GuillaumeCabane
Extremely targeted
nurturing emails
Signed up
VIP = true
Signed up = 2d
Free = true
Sessions ≥15
Vip = true
Signed up = 9days
freetrial= true
last seen ≥ 16d
No plan yet = true
Signed up = 1d
PAID
Product improvements
Solene
Premium Stats
upgraded > 10d
Stats = 0
sessions >10
plan = company or growth
Not emailed ≥1d
created alert = 0
Last contacted > 2d
plugin social ac =0
Last contacted > 2d
Stats =0
Last contacted > 2d
Share alert = 0
Free_trial end date ≤ 3d
Consumed_quota >0
Signed up = 14d
free_trial = false
Referral
Patricia
sent invite = 0
NPS ≥9
User based event
nurturing email sent
French
Spanish
English
German
condition
In app message
Trial
Churn
Paid
Free
Complete signup
Patricia
Tip : Create Alerts
sender language based
NPS Survey #1
Guillaume
NPS Score ≥9
reason = expensive
Mobile Apps
Nicolas
Team & tasks
sender language based
Free_trial = true
Last seen >4d
last contacted >1d
How is it going ?
Jordan / Vincent
Vertical success
stories
Decrease noise :
block sources
hit quota : 2x
Last contacted ≥7d
Tag based blog posts
Last contacted >2d
Mobile app = 0
Desktop Apps
Nicolas
Last contacted > 2d
Desktop app = 0
Extend your free trial
Jordan
NPS Score ≥6≤8
reason = upgrade later
Last contacted > 2d
Created a team = 0
Last contacted > 2d
Bulk edit = 0
Upgrade ?
Last contacted ≥7d
read blog post = false
Last contacted ≥7d
Read success story = false
per job position
Signed up ≥ 7d
VIP = false
Renew Failed
Write a review
Patricia
Referral ≥2
NPS Score ≥9
You are missing out
on paid features
Vincent
signed up > 30d
used mention ≥15
Check out your
mentions
Trial expired =1d
NPS score = false
Trial expired = 5d
NPS score ≤6
New feature :
Analytics
New feature : Reorder
New feature : Bulk edit
New feature :
Geofiltering
New feature : Zendesk
Best practice : how
"marketers" are using
mention
People have been
talking about you
Success Champion
sender language based
Welcome email
Mat
Tip: Social accounts
sender language based
Tip : Statistics
sender language based
Tip : Share an alert
sender language based
Bulk edit
sender language based
Trial expiring
Jordan / Vincent
Trial expired
Mention
VIP Welcome email
Jordan / Vincent
VIP checking again
Jordan / Vincent
Churn Prevention
do you need help ?
Last seen ≥1w
last seen ≥1w
per job position
expired = 5d
used feature = no
Notification emails :
Change frequency
ratio read / time <1
Last contacted ≥7d
Make the most
Patricia
Maximise you plan
In-App NPS
Last contacted ≥ 2d
Consumed_quota = 0
Quota limit reached
Horray ! First mention
Patricia
Consumed_quota >1
5/5, you’re the best !
Patricia
Monitoring expert
Patricia
Alert ≥1
Shared alert = true
social account >1
Team player
Patricia
alert company = true
alert competitor = true
alert name = true
curated mention = true
Crazy customer used ALL features
upgraded from free
>12500 mentions in one week
Renew Failed
Mat
Too many mentions ?
Patricia
No mentions ?
Patricia
Created
Alert
Got
Mentions
Added
Social
Acct
Invited
team
member
Trial
expired
Answered
NPS
Survey
NPS Survey #2
Guillaume
#Segment101
@GuillaumeCabane
Extremely targeted nurturing emails
The fake reply
Create lead
Data push via email
Sync lead
ownership
Extremely targeted nurturing emails
I looked at your account
Dozen more ideas we are working on
• Tie your Signup form into Augur, send the data back to segment.
=> more data, less required fields
• Use Segment to measure and store the engagement on your
email … measured in seconds
• Build a retargeting campaign that starts when your users stop
opening your emails
• Handle A/B testing variations globally with a bucket trait
…..
#Segment101
@GuillaumeCabane
Thanks !
My name is Guillaume Cabane
@guillaumecabane OR guillaumecabane@mention.com
JOBS
> mention.workable.com
Backend Developer
UI Designer

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Rock Your Analytics and Tracking with Segment.io

  • 1. Rock your analytics and tracking with Segment Guillaume Cabane - Head of Marketing @ Mention @guillaumecabane #Segment101
  • 2. Board meeting 28 August 2014 22 What were you doing yesterday? We did a team building
  • 3. Board meeting 28 August 2014 33 What were you doing yesterday? We did a team building
  • 4. Board meeting 28 August 2014 44 What were you doing yesterday? We did a team building
  • 5. 5 1 A bit about analytics 2 What’s that Segment thing ? 3 Tracking with Segment 101 4 Getting nerdy with Segment data and other GrowthHacks PITCH Rock your analytics and tracking with Segment #Segment101 @GuillaumeCabane
  • 6. Board meeting 28 August 2014 66 Head of Growth Marketing @Mention | Ex-Apple | Mentor at @numaparis. Doing Internet stuff since 97', still not billionaire but working on it! #Pastafarian Who am I ? #Segment101 @GuillaumeCabane
  • 7. 7 1 Not a freelance or agency = Nothing to sell 2 But passionate about analytics 3 Not a dev but a marketer = everything shown afterwards is understandable by anyone #Segment101 @GuillaumeCabane
  • 8. 8 Missing a mention logo on this slide
  • 9. 9 A bit about analytics #Segment101 @GuillaumeCabane
  • 10. Board meeting 28 August 2014 1010 // quantum physics and analytics Measuring is the new seeing #Segment101 @GuillaumeCabane
  • 11. Board meeting 28 August 2014 1111 Your business is the same : as long as you can’t measure it, it may very well not exist #Segment101 @GuillaumeCabane
  • 12. Board meeting 28 August 2014 1212 I hope that was clear. #Segment101 @GuillaumeCabane
  • 13. 1313 Follow-up E-mails Display survey in-app for 5 days Full Integration Full Integration Full Integration Send survey data Get customer data #Segment101 @GuillaumeCabane
  • 14. User centric vs. session centric Aliasing anonymous visitors #Segment101 @GuillaumeCabane
  • 15. 1515
  • 16. 16 What’s that segment thing ? #Segment101 @GuillaumeCabane
  • 17. 1717 All of your tools run on the same data. So why would you track it over and over? _kmq.push([‘record’, ‘Purchased Item’, { revenue : 9.95 }]); _gaq.push([‘_trackEvent’, ‘All’, ‘Purchased Item’]); mixpanel.track(‘Purchased Item’, { revenue : 9.95 }); _cio.track(‘Purchased Item’, { revenue : 9.95 }); olark(‘api.chat.sendNotificationToOperator’, { body : ‘Visitor purchased an item.’ }); #Segment101 @GuillaumeCabane
  • 18. Board meeting 28 August 2014 1818 There is a better way. Replace your tracking with a single, simple API. #Segment101 @GuillaumeCabane
  • 19. Board meeting 28 August 2014 1919 There is a better way. Install new tools with the flip of a switch. #Segment101 @GuillaumeCabane
  • 20. Board meeting 28 August 2014 2020 Activate any integration in seconds A single hub to collect, transform and route your data. #Segment101 @GuillaumeCabane
  • 21. Board meeting 28 August 2014 2121 What is Segment? A single hub to collect, transform and route your data. Segment collects the master copy of data and transforms it for each app. 11 libraries : - Browser - Mobile - Server-side > 150 integrations, and counting #Segment101 @GuillaumeCabane
  • 22. Board meeting 28 August 2014 2222 Server-side #Segment101 @GuillaumeCabane
  • 23. Board meeting 28 August 2014 2323 Browser #Segment101 @GuillaumeCabane
  • 24. Board meeting 28 August 2014 2424 Mobile #Segment101 @GuillaumeCabane
  • 25. Board meeting 28 August 2014 2525 Plugins #Segment101 @GuillaumeCabane
  • 26. Board meeting 28 August 2014 2626 What does it cover? Analytics #Segment101 @GuillaumeCabane
  • 27. Board meeting 28 August 2014 2727 What does it cover? Advertising #Segment101 @GuillaumeCabane
  • 28. Board meeting 28 August 2014 2828 What does it cover? Customer Support #Segment101 @GuillaumeCabane
  • 29. 29 So what is it great at ? • Integrate once, ensure you can use any tool. • Activate one or multiple tools at no (dev) cost, trial it with actual data. • Go beyond analytics with other tools • Get homogenous data regardless of the app used • Bidirectional data flow • Debug your product • Identify potential Sales (quality) • Nurturing (quantity) • Support • Free to use for developers / small projects #Segment101 @GuillaumeCabane
  • 30. Board meeting 28 August 2014 3030 What is it not ? An analytics tool A competitor of GA, Kiss or others There is no data analysis whatsoever It’s not a tag manager either #Segment101 @GuillaumeCabane
  • 31. 3131 How does it work? All of your tools run on the same data. Identify Who are your users? Track What are they doing? Page Where are they doing it? #Segment101 @GuillaumeCabane
  • 32. Board meeting 28 August 2014 3232 Event properties People complete events, and those events have properties : « Clicked signup ? » « Clicked red signup button ? » « Signed up with email on red signup button top of page » #Segment101 @GuillaumeCabane
  • 33. Board meeting 28 August 2014 3333 Signed up : Signup button color : red Signup button location : top Event properties People do events, and those events have properties : Event name property name Event value #Segment101 @GuillaumeCabane
  • 34. Board meeting 28 August 2014 3434 Event properties Don’t do this : #Segment101 @GuillaumeCabane
  • 35. Board meeting 28 August 2014 3535 Event properties It will be (almost) impossible to analyze in analytics tools #Segment101 @GuillaumeCabane
  • 36. Board meeting 28 August 2014 3636 Event properties Use a single event with multiple properties #Segment101 @GuillaumeCabane
  • 38. Board meeting 28 August 2014 3838 Tracking plan #Segment101 @GuillaumeCabane
  • 39. Board meeting 28 August 2014 3939 Tracking plan #Segment101 @GuillaumeCabane
  • 40. Board meeting 28 August 2014 4040 Tracking plan #Segment101 @GuillaumeCabane
  • 41. Board meeting 28 August 2014 4141 Debugger
  • 42. Board meeting 28 August 2014 4242 Debugger #Segment101 @GuillaumeCabane
  • 43. 43 1 Data storage and access is out of this league (>75K$ per year) for Amazon Redshift 2 Not all integrations are mapped in full, many have a partial mapping 3 Not all integration options are available 4 Specs / Mapping is being set, with no easy way to follow it Some issues however #Segment101 @GuillaumeCabane
  • 44. Board meeting 28 August 2014 4444 Are there competitors ? There’s an opensource version of segment : analytics.js But also : #Segment101 @GuillaumeCabane
  • 45. 45 Tracking with segment 101 #Segment101 @GuillaumeCabane
  • 46. It’s KPIs you want, not events It’s people you want, not hits #Segment101 @GuillaumeCabane
  • 47. Board meeting 28 August 2014 4747 KPI # Event A ÷ Event B Top to bottom implementation Start with the KPIs you want to track. Then find what events you need to calculate them. #Segment101 @GuillaumeCabane
  • 48. Board meeting 28 August 2014 4848 Top to bottom implementation Start with the KPIs you want to track. Then find what events you need to calculate them. Signup rate # Signups ÷ # Visits #Segment101 @GuillaumeCabane
  • 49. Board meeting 28 August 2014 4949 Start small Whatever your size, start with 3 to 5 KPIs. Make them work, then based on your specific needs, add KPIS. #Segment101 @GuillaumeCabane
  • 50. Board meeting 28 August 2014 5050 Bootstrap Startup Growth Acquisition Signups Signup rate CAC Activation Activation rate Engagement score Retention - Retention rate NPS Score Referral - Viral coef Revenue Conversion Upgrade rate Time to upgrade, ARPA, CLTV, Churn >> Events Signed up, Converted Visits, Feature X used, Signed in, Invite sent Ad campaign hit, Feature X activated, NPS survey answered, Downgraded 3 step method : SaaS KPIs
  • 51.
  • 52. Board meeting 28 August 2014 5252 Next : naming convention Don’t do this Looking for the right Email sent event? #Segment101 @GuillaumeCabane
  • 53. Board meeting 28 August 2014 5353 Naming convention : share the rules #Segment101 @GuillaumeCabane
  • 54. Object Action Naming convention : Best practices #Segment101 @GuillaumeCabane
  • 55. Subscription Started Naming convention : Best practices #Segment101 @GuillaumeCabane
  • 56. Tracking plan : Spreadsheet #Segment101 @GuillaumeCabane
  • 57. Visited Site Viewed Success Stories Category Viewed Pricing Viewed Blog Category : tech | social | Viewed Features Viewed Signup Signup page version : XX Started SignUp Started Signup location : url Signup type : email | twitter | facebook | Clicked Signup Button Signup Button page : HomePage | pricing Signup button location : slider Signup Button Color : Red | Green Signup Button Message : "Sign Up" Viewed HomePage Clicked PremiumPlan Plan type : starter | growth | company | free Signed Up Signup type : email | twitter | fb ... Signup platform : IOS, Chrome... Started FreeTrial freetrial type : 14 Viewed welcome popup version : Invited who ? : Viewed Alert Creation version : Created Alert Query : text value Nb of KW : numerical value Used of boolean : yes | no Languages : FR | ES | EN Alert name Activation zone : Viewed social account Added a social account social account type : twitter | fb ... Viewed statistics Filtered statistics Time filter : yes | no Advanced filter : yes | no Exported Analytics Filtered view : analytics export type : pdf Exported Mentions Filtered view : mentions export type : csv | tsv | excel | pdf Retention zone : customer gets value Email Notification Sent number of mentions Opened Email notification number of mentions : open time : in seconds Viewed Redirector Viewed detailed Analytics location behavior Curated Mentions Number of mentions curated : Curation type : deleted | Spam ... mobile gesture: special | standard Curated Source Source curation action : blocked | priority | Follow | unfollow Revenue zone : we get value Acquisition zone : Ad Campaign hit Social hit Viewed Share Alert Shared an Alert Shared Alert with : test@test.com Shared Alert mode : team | email Viewed Referral Page Referred Refer type : email, twitter, linkedin Referral Accepted Mentions gained Referral email sent Mentions gained Viewed Referral Email Referral zone Viewed Shared Alert Email Accepted Shared Alert Share mode : in team | read only Shared Alert from : test@test.com Viewed Block Screen block screen type : Quota | Stats . ? overquota ratio ? Viewed Quota Page Over quota : Yes | No Quota exceeded : Mentions | Alerts | Users Clicked Change Plan Viewed Billing ALL fields required Push data as it arrives Selected a Plan Plan selected : Growth | Enterprise | Free Plan value : $$ Viewed Pricing Page (inApp) PricingPage location : inApp Quota exceeded : Mentions | Alerts | Users Should this be an event separated from the "public pricing" ? Selected a Payment Method Payment methode type : CreditCard | Wire Potential Revenue : $$ Changed plan duration Selected duration : Annual | Monthly Submitted Credit Card payment Credit Card type : Amex, Visa.. Credit Card processor : Stripe Upgraded Plan type : Starter | Growth | Plan Value : $$ Renewal type : yearly | Monthly Clicked Search bar Did Search Type : KW / Filtered Filtered : yes | no KW : yes | no Propreties to rework here Service side data (probably in identify) : Nb of alerts blocked Nb of alerts created Nb of alerts deleted Deleted account Downgraded to free usertype : admin | ... Customer Charged Revenue : $$ Green = user action on Page Use the track method Blue = Page view In segment this is the Page method Do not pass the "viewed" but name the page. For mobile use the screen method Red = server side event Logged In Sign in type : email | twitter | fb ... Viewed Alert number of mentions : Alert name : Alert ID Alert number Viewed Mention Mention type : twitter | facebook ... Reacted to Mention Reaction type : Reply | Retweet | Share | Email | Buffer Changed tonality Auto tonality : Neutral | Positive .. Manual tonality : Neutral | Positive .. Viewed Welcome Screen Last screen : 1 | 2 | 3 | 4 | 5 Signed In Signin type : email | twitter | fb ... Deleted account Signed in Signin type : email | twitter | fb ... Viewed my profile Viewed Manage my alerts Viewed settings Clicked edit alert parametersDeleted alert Viewed Alert settings Viewed manage notifications Page category : user settings User Settings Edited Alert Query : text value Nb of KW : numerical value Used of boolean : yes | no Languages : FR | ES | EN Frequency : daily | Weekly Viewed my team Mobile Desktop } When event is present on both platforms, no bullet is shown Shared Mention Share method : Deleted from team who ? Changed user rights who ? : rights change : Gived access to socal accounts who ? Viewed Billing Viewed Quota / Plan trigger n times the propriety Clicked email notification Received Shared Alert Viewed feature discovery completion ratio : Clicked on {{feature}} Viewed Build team Downgraded Viewed Downgrade popup Viewed tasks Created a task Task type : read Advanced filter : yes | no Tracking plan : Visual Layout
  • 58. Tracking plan : The Segment feature #Segment101 @GuillaumeCabane
  • 59. Tracking plan : The Segment feature #Segment101 @GuillaumeCabane
  • 60. Mobile & Webapps Using identify correctly, you will have a cross-device view of your user. For that to work, it’s crucially important to have the same naming convention across all your apps #Segment101 @GuillaumeCabane
  • 61. Mobile & Webapps Best practice : same naming, different projects Mobile Project Segment organization Webapp Project Backend Project Event name : « Signed up » Mobile integrations Webapp integrations Backend integrations This gives you the flexibility to separate OR regroup events at will, debug much easier, activate integrations per device #Segment101 @GuillaumeCabane
  • 62. Server-side vs client-side tracking Server-side Data is always clean & complete Multiple routes to an event are easy to handle Not all events happen client-ide : billing Client-side Some actions are more easily tracked client-side (button clicks) #Segment101 @GuillaumeCabane
  • 63. Standard traits & semantic events Segment is moving towards a larger and larger set of standard traits, events & properties. Using their naming schema for these elements means they will be correctly mapped in the integrations. • A/B Testing • Ecommerce • Email • Live Chat #Segment101 @GuillaumeCabane
  • 64. Standard traits & semantic events The most important one is the transaction event, called « Completed order », with it’s « revenue » property. This will be recognized by Google Analytics, Kissmetrics and all other revenue tracking tools. #Segment101 @GuillaumeCabane
  • 65. Usual Pitfalls • Start from your interface • Track everything • Bad or no naming convention • Using non standard events and properties • Aliasing issues Too often I see people doing bottom to top implementations, stop in the middle, and have nothing. #Segment101 @GuillaumeCabane
  • 66. 66 Objections I don’t have the time to do this ! >> Data not captured is lost forever. Start now. Why not do it In-house ? >> OK if you are a genius or your time is worthless. In all other cases, rethink your priorities. #Segment101 @GuillaumeCabane
  • 67. Getting nerdy with Segment : GrowthHacks As a marketer, Segment is my ultimate GrowthHack #Segment101 @GuillaumeCabane
  • 68. 68 Old marketing is about creating a difference between real and perceived value of your product, the difference being your margin. Growth Marketing is about creating a difference between the real and perceived time spent on a customer’s account, the difference being your margin Automation and scalability is what defines Growth Marketing #Segment101 @GuillaumeCabane
  • 69. Segment helps you capture tons of data on your customer #Segment101 @GuillaumeCabane
  • 70. What can a growth hacker do with such data ? #Segment101 @GuillaumeCabane
  • 71. Measure the ROI per property Move from immediate measurement of CAC to a cohort based analysis NPS Score
  • 72. Capture third party data Segment is made to receive data from your app and send it to integrations. But some of your customer actions don’t happen in your app : Email actions, input in your CRM, Webinars… #Segment101 @GuillaumeCabane
  • 73. Third party tool API call Webhook Capture third party data Webhook listener #Segment101 @GuillaumeCabane
  • 74. API call Webhook Capture third party data Webhook listener #Segment101 @GuillaumeCabane
  • 75. Third party tool Webhook Native API integration Capture third party data Webhook listener API call #Segment101 @GuillaumeCabane
  • 76. Bidirectional data flow Spin the wheel of data ! Third party tool Webhook Native API integration Webhook listener API call Customer action synced back #Segment101 @GuillaumeCabane
  • 77. Reminder E-mails Display survey in-app for 5 days Full Integration Full Integration Full Integration Send survey data Get customer data #Segment101 @GuillaumeCabane
  • 78. Extremely targeted nurturing emails Signed up VIP = true Signed up = 2d Free = true Sessions ≥15 Vip = true Signed up = 9days freetrial= true last seen ≥ 16d No plan yet = true Signed up = 1d PAID Product improvements Solene Premium Stats upgraded > 10d Stats = 0 sessions >10 plan = company or growth Not emailed ≥1d created alert = 0 Last contacted > 2d plugin social ac =0 Last contacted > 2d Stats =0 Last contacted > 2d Share alert = 0 Free_trial end date ≤ 3d Consumed_quota >0 Signed up = 14d free_trial = false Referral Patricia sent invite = 0 NPS ≥9 User based event nurturing email sent French Spanish English German condition In app message Trial Churn Paid Free Complete signup Patricia Tip : Create Alerts sender language based NPS Survey #1 Guillaume NPS Score ≥9 reason = expensive Mobile Apps Nicolas Team & tasks sender language based Free_trial = true Last seen >4d last contacted >1d How is it going ? Jordan / Vincent Vertical success stories Decrease noise : block sources hit quota : 2x Last contacted ≥7d Tag based blog posts Last contacted >2d Mobile app = 0 Desktop Apps Nicolas Last contacted > 2d Desktop app = 0 Extend your free trial Jordan NPS Score ≥6≤8 reason = upgrade later Last contacted > 2d Created a team = 0 Last contacted > 2d Bulk edit = 0 Upgrade ? Last contacted ≥7d read blog post = false Last contacted ≥7d Read success story = false per job position Signed up ≥ 7d VIP = false Renew Failed Write a review Patricia Referral ≥2 NPS Score ≥9 You are missing out on paid features Vincent signed up > 30d used mention ≥15 Check out your mentions Trial expired =1d NPS score = false Trial expired = 5d NPS score ≤6 New feature : Analytics New feature : Reorder New feature : Bulk edit New feature : Geofiltering New feature : Zendesk Best practice : how "marketers" are using mention People have been talking about you Success Champion sender language based Welcome email Mat Tip: Social accounts sender language based Tip : Statistics sender language based Tip : Share an alert sender language based Bulk edit sender language based Trial expiring Jordan / Vincent Trial expired Mention VIP Welcome email Jordan / Vincent VIP checking again Jordan / Vincent Churn Prevention do you need help ? Last seen ≥1w last seen ≥1w per job position expired = 5d used feature = no Notification emails : Change frequency ratio read / time <1 Last contacted ≥7d Make the most Patricia Maximise you plan In-App NPS Last contacted ≥ 2d Consumed_quota = 0 Quota limit reached Horray ! First mention Patricia Consumed_quota >1 5/5, you’re the best ! Patricia Monitoring expert Patricia Alert ≥1 Shared alert = true social account >1 Team player Patricia alert company = true alert competitor = true alert name = true curated mention = true Crazy customer used ALL features upgraded from free >12500 mentions in one week Renew Failed Mat Too many mentions ? Patricia No mentions ? Patricia Created Alert Got Mentions Added Social Acct Invited team member Trial expired Answered NPS Survey NPS Survey #2 Guillaume #Segment101 @GuillaumeCabane
  • 79. Extremely targeted nurturing emails The fake reply Create lead Data push via email Sync lead ownership
  • 80. Extremely targeted nurturing emails I looked at your account
  • 81. Dozen more ideas we are working on • Tie your Signup form into Augur, send the data back to segment. => more data, less required fields • Use Segment to measure and store the engagement on your email … measured in seconds • Build a retargeting campaign that starts when your users stop opening your emails • Handle A/B testing variations globally with a bucket trait ….. #Segment101 @GuillaumeCabane
  • 82. Thanks ! My name is Guillaume Cabane @guillaumecabane OR guillaumecabane@mention.com JOBS > mention.workable.com Backend Developer UI Designer