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Protocols Frequently Asked Questions | Segment Documentation

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class="menu-item__body" data-ref="accordion[body]"> <li class="menu-item menu-item--green " data-accordion data-class-active="menu-item--active"> <a class="menu-item__link flex" href="/docs/guides/">An Introduction to Segment</a> </li> <li class="menu-item menu-item--green " data-accordion data-class-active="menu-item--active"> <a class="menu-item__link flex" href="/docs/guides/intro-impl/">For Developers</a> </li> <li class="menu-item menu-item--green " data-accordion data-class-active="menu-item--active"> <a class="menu-item__link flex" href="/docs/guides/intro-user/">For Data Users</a> </li> <li class="menu-item menu-item--green " data-accordion data-class-active="menu-item--active"> <a class="menu-item__link flex" href="/docs/guides/intro-admin/">For Workspace Admins</a> </li> <li class="menu-item menu-item--green " data-accordion data-class-active="menu-item--active"> <a class="menu-item__link flex" href="/docs/guides/filtering-data/">Filtering your Segment Data</a> </li> <li 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How-to Guides Index </a> </li> <li class="menu-item " data-accordion data-class-active="menu-item--active"> <a class="menu-item__link menu-item__link--icon flex" href="/docs/guides/how-to-guides/automated-multichannel-reengagement/"> Automating Multi-Channel Re-Engagement Campaigns </a> </li> <li class="menu-item " data-accordion data-class-active="menu-item--active"> <a class="menu-item__link menu-item__link--icon flex" href="/docs/guides/how-to-guides/collect-on-client-or-server/"> Collecting Data on the Client or Server </a> </li> <li class="menu-item " data-accordion data-class-active="menu-item--active"> <a class="menu-item__link menu-item__link--icon flex" href="/docs/guides/how-to-guides/collect-pageviews-serverside/"> Collecting Pageviews on the Server Side </a> </li> <li class="menu-item " data-accordion data-class-active="menu-item--active"> <a class="menu-item__link menu-item__link--icon flex" href="/docs/guides/how-to-guides/create-push-notification/"> Creating a Push 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href="/docs/guides/usage-and-billing/discounts-for-startups-npos/"> Discounts or Coupons </a> </li> <li class="menu-item " data-accordion data-class-active="menu-item--active"> <a class="menu-item__link menu-item__link--icon flex" href="/docs/guides/usage-and-billing/startup-program/"> Segment Startup Program </a> </li> </ul> </li> </ul> </li> <!-- faq.md - connections --> <li class="menu-item " data-accordion data-class-active="menu-item--active"> <button class="menu-item__link menu-item__link--highlight menu-item__link--icon flex flex--middle" data-ref="accordion[trigger]"> <span class="menu-item__icon flex__column"> <svg viewBox="0 0 22 22" fill="none" xmlns="http://www.w3.org/2000/svg"> <path d="M11 5.5c-3.05 0-5.5 2.45-5.5 5.5s2.45 5.5 5.5 5.5 5.5-2.45 5.5-5.5S14 5.5 11 5.5zm0 9.5c-2.2 0-4-1.8-4-4s1.8-4 4-4 4 1.8 4 4-1.8 4-4 4zM3 0C1.3 0 0 1.35 0 3s1.35 3 3 3 3-1.35 3-3-1.35-3-3-3zm0 4.5c-.85 0-1.5-.65-1.5-1.5S2.15 1.5 3 1.5s1.5.65 1.5 1.5S3.8 4.5 3 4.5zM3 16c-1.65 0-3 1.35-3 3s1.35 3 3 3 3-1.35 3-3-1.35-3-3-3zm0 4.5c-.85 0-1.5-.65-1.5-1.5s.65-1.5 1.5-1.5 1.5.65 1.5 1.5-.7 1.5-1.5 1.5zM19 16c-1.65 0-3 1.35-3 3s1.35 3 3 3 3-1.35 3-3-1.35-3-3-3zm0 4.5c-.85 0-1.5-.65-1.5-1.5s.65-1.5 1.5-1.5 1.5.65 1.5 1.5-.7 1.5-1.5 1.5zM19 0c-1.65 0-3 1.35-3 3s1.35 3 3 3 3-1.35 3-3-1.35-3-3-3zm0 4.5c-.85 0-1.5-.65-1.5-1.5s.65-1.5 1.5-1.5 1.5.65 1.5 1.5-.7 1.5-1.5 1.5z"/> <path fill-rule="evenodd" clip-rule="evenodd" d="M17.98 5.08l-3.1 3.1-1.06-1.06 3.1-3.1 1.06 1.06zM8.08 14.98l-3.05 3.05-1.06-1.06 3.05-3.05 1.06 1.06zM5.035 4.224l3.05 3.1-1.07 1.052-3.05-3.1 1.07-1.052zM14.726 13.965l3.05 3-1.052 1.07-3.05-3 1.052-1.07z" /> </svg> </span> <span class="flex__column">Connections</span> </button> <ul class="menu-item__body" data-ref="accordion[body]"> <li class="menu-item menu-item--green " data-accordion data-class-active="menu-item--active"> <a class="menu-item__link flex" href="/docs/connections/">Overview</a> </li> <li class="menu-item menu-item--gray " data-accordion data-class-active="menu-item--active"> <button class="menu-item__link flex flex--middle flex--justify" data-ref="accordion[trigger]"> <span class="flex__column"> The Segment Spec </span> <div class="menu-item__chevron flex__column flex__column--shrink"> <svg width="8" height="5" viewBox="0 0 8 5" fill="none" xmlns="http://www.w3.org/2000/svg"> <path fill-rule="evenodd" clip-rule="evenodd" d="M8 .5c0-.28-.22-.5-.5-.5h-7a.495.495 0 00-.37.83l3.5 4c.09.1.22.17.37.17s.28-.07.37-.17l3.5-4C7.95.74 8 .63 8 .5z"/> </svg> </div> </button> <ul class="menu-item__body menu-item__body--nested" data-ref="accordion[body]"> <li class="menu-item " data-accordion data-class-active="menu-item--active"> <a class="menu-item__link menu-item__link--icon flex" href="/docs/connections/spec/"> Spec Overview </a> </li> <li class="menu-item " data-accordion data-class-active="menu-item--active"> <a class="menu-item__link menu-item__link--icon flex" href="/docs/connections/spec/page/"> Spec: Page </a> </li> <li class="menu-item " data-accordion data-class-active="menu-item--active"> <a class="menu-item__link menu-item__link--icon flex" href="/docs/connections/spec/screen/"> Spec: Screen </a> </li> <li class="menu-item " data-accordion data-class-active="menu-item--active"> <a class="menu-item__link menu-item__link--icon flex" href="/docs/connections/spec/track/"> Spec: Track </a> </li> <li class="menu-item " data-accordion data-class-active="menu-item--active"> <a class="menu-item__link menu-item__link--icon flex" href="/docs/connections/spec/group/"> Spec: Group </a> </li> <li class="menu-item " data-accordion data-class-active="menu-item--active"> <a class="menu-item__link menu-item__link--icon flex" href="/docs/connections/spec/identify/"> Spec: Identify </a> </li> <li class="menu-item " data-accordion data-class-active="menu-item--active"> <a class="menu-item__link menu-item__link--icon flex" href="/docs/connections/spec/alias/"> Spec: Alias </a> </li> <li class="menu-item " data-accordion data-class-active="menu-item--active"> <a class="menu-item__link menu-item__link--icon flex" href="/docs/connections/spec/copilot/"> Spec: AI Copilot </a> </li> <li class="menu-item " data-accordion data-class-active="menu-item--active"> <a class="menu-item__link menu-item__link--icon flex" href="/docs/connections/spec/common/"> Spec: Common Fields </a> </li> <li class="menu-item " data-accordion data-class-active="menu-item--active"> <a class="menu-item__link menu-item__link--icon flex" href="/docs/connections/spec/mobile/"> Native Mobile Spec </a> </li> <li class="menu-item " data-accordion data-class-active="menu-item--active"> <a class="menu-item__link menu-item__link--icon flex" href="/docs/connections/spec/native-mobile-spec/"> What is the native mobile spec? </a> </li> <li class="menu-item " data-accordion data-class-active="menu-item--active"> <a class="menu-item__link menu-item__link--icon flex" href="/docs/connections/spec/mobile-packaging-sdks/"> Packaging SDKs for Mobile Destinations </a> </li> <li class="menu-item " data-accordion data-class-active="menu-item--active"> <a class="menu-item__link menu-item__link--icon flex" href="/docs/connections/spec/semantic/"> Spec: Semantic Events </a> </li> <li class="menu-item " data-accordion data-class-active="menu-item--active"> <a class="menu-item__link menu-item__link--icon flex" href="/docs/connections/spec/b2b-saas/"> Spec: B2B SaaS </a> </li> <li class="menu-item " data-accordion data-class-active="menu-item--active"> <a class="menu-item__link menu-item__link--icon flex" href="/docs/connections/spec/ecommerce/v2/"> Spec: Ecommerce Events </a> </li> <li class="menu-item " data-accordion data-class-active="menu-item--active"> <a class="menu-item__link menu-item__link--icon flex" href="/docs/connections/spec/ecommerce-tracking-plan/"> Ecommerce Tracking Plans </a> </li> <li class="menu-item " data-accordion data-class-active="menu-item--active"> <a class="menu-item__link menu-item__link--icon flex" href="/docs/connections/spec/video/"> Video Spec </a> </li> <li class="menu-item " data-accordion data-class-active="menu-item--active"> <a class="menu-item__link menu-item__link--icon flex" href="/docs/connections/spec/best-practices-identify/"> Best Practices for Identifying Users </a> </li> <li class="menu-item " data-accordion data-class-active="menu-item--active"> <a class="menu-item__link menu-item__link--icon flex" href="/docs/connections/spec/best-practices-event/"> Best Practices for Event Calls </a> </li> </ul> </li> <li class="menu-item menu-item--gray " data-accordion data-class-active="menu-item--active"> <button class="menu-item__link flex flex--middle flex--justify" data-ref="accordion[trigger]"> <span class="flex__column"> Sources </span> <div class="menu-item__chevron flex__column flex__column--shrink"> <svg width="8" height="5" viewBox="0 0 8 5" fill="none" xmlns="http://www.w3.org/2000/svg"> <path fill-rule="evenodd" clip-rule="evenodd" d="M8 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href="/docs/engage/journeys/send-data/"> Send Data to Destinations </a> </li> <li class="menu-item " data-accordion data-class-active="menu-item--active"> <a class="menu-item__link menu-item__link--icon flex" href="/docs/engage/journeys/journeys-analytics/"> Journeys Analytics </a> </li> <li class="menu-item " data-accordion data-class-active="menu-item--active"> <a class="menu-item__link menu-item__link--icon flex" href="/docs/engage/journeys/faq-best-practices/"> Journeys Best Practices and FAQ </a> </li> <li class="menu-item " data-accordion data-class-active="menu-item--active"> <a class="menu-item__link menu-item__link--icon flex" href="/docs/engage/journeys/use-cases/"> Example Journeys Use Cases </a> </li> <li class="menu-item " data-accordion data-class-active="menu-item--active"> <a class="menu-item__link menu-item__link--icon flex" href="/docs/engage/journeys/journeys-logic/"> Understand Journeys Logic </a> </li> <li class="menu-item " data-accordion 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data-class-active="menu-item--active"> <button class="menu-item__link flex flex--middle flex--justify" data-ref="accordion[trigger]"> <span class="flex__column"> Trait Activation </span> <div class="menu-item__chevron flex__column flex__column--shrink"> <svg width="8" height="5" viewBox="0 0 8 5" fill="none" xmlns="http://www.w3.org/2000/svg"> <path fill-rule="evenodd" clip-rule="evenodd" d="M8 .5c0-.28-.22-.5-.5-.5h-7a.495.495 0 00-.37.83l3.5 4c.09.1.22.17.37.17s.28-.07.37-.17l3.5-4C7.95.74 8 .63 8 .5z"/> </svg> </div> </button> <ul class="menu-item__body menu-item__body--nested" data-ref="accordion[body]"> <li class="menu-item " data-accordion data-class-active="menu-item--active"> <a class="menu-item__link menu-item__link--icon flex" href="/docs/engage/trait-activation/"> Trait Activation Overview </a> </li> <li class="menu-item " data-accordion data-class-active="menu-item--active"> <a class="menu-item__link menu-item__link--icon flex" href="/docs/engage/trait-activation/trait-enrichment/"> Trait Enrichment </a> </li> <li class="menu-item " data-accordion data-class-active="menu-item--active"> <a class="menu-item__link menu-item__link--icon flex" href="/docs/engage/trait-activation/id-sync/"> ID Sync </a> </li> </ul> </li> <li class="menu-item menu-item--green " data-accordion data-class-active="menu-item--active"> <a class="menu-item__link flex" href="/docs/engage/analytics/">Analytics Overview</a> </li> <li class="menu-item menu-item--green " data-accordion data-class-active="menu-item--active"> <a class="menu-item__link flex" href="/docs/engage/settings/">Engage Settings</a> </li> <li class="menu-item menu-item--green " data-accordion data-class-active="menu-item--active"> <a class="menu-item__link flex" href="/docs/engage/product-limits/">Engage Default Limits</a> </li> <li class="menu-item menu-item--green " data-accordion data-class-active="menu-item--active"> <a class="menu-item__link flex" 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12.808V3.3L8.25 0zM1.5 4.316v8.492a6.74 6.74 0 006.75 6.75c3.689 0 6.75-3.018 6.75-6.75V4.316l-6.75-2.7-6.75 2.7z" /> <path fill-rule="evenodd" clip-rule="evenodd" d="M16 10.058H1v-1.5h15v1.5z" /> </svg> </span> <span class="flex__column">Privacy</span> </button> <ul class="menu-item__body" data-ref="accordion[body]"> <li class="menu-item menu-item--green " data-accordion data-class-active="menu-item--active"> <a class="menu-item__link flex" href="/docs/privacy/">Privacy Overview</a> </li> <li class="menu-item menu-item--gray menu-item--active" data-accordion data-class-active="menu-item--active"> <button class="menu-item__link flex flex--middle flex--justify" data-ref="accordion[trigger]"> <span class="flex__column"> Privacy Portal </span> <div class="menu-item__chevron flex__column flex__column--shrink"> <svg width="8" height="5" viewBox="0 0 8 5" fill="none" xmlns="http://www.w3.org/2000/svg"> <path fill-rule="evenodd" clip-rule="evenodd" d="M8 .5c0-.28-.22-.5-.5-.5h-7a.495.495 0 00-.37.83l3.5 4c.09.1.22.17.37.17s.28-.07.37-.17l3.5-4C7.95.74 8 .63 8 .5z"/> </svg> </div> </button> <ul class="menu-item__body menu-item__body--nested" data-ref="accordion[body]"> <li class="menu-item " data-accordion data-class-active="menu-item--active"> <a class="menu-item__link menu-item__link--icon flex" href="/docs/privacy/portal/"> Detect PII </a> </li> <li class="menu-item " data-accordion data-class-active="menu-item--active"> <a class="menu-item__link menu-item__link--icon flex" href="/docs/privacy/data-controls/"> Data Controls and Alerts </a> </li> </ul> </li> <li class="menu-item menu-item--gray menu-item--active" data-accordion data-class-active="menu-item--active"> <button class="menu-item__link flex flex--middle flex--justify" data-ref="accordion[trigger]"> <span class="flex__column"> GDPR </span> <div class="menu-item__chevron flex__column flex__column--shrink"> <svg width="8" height="5" viewBox="0 0 8 5" fill="none" xmlns="http://www.w3.org/2000/svg"> <path 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flex__column flex__column--shrink"> <svg width="8" height="5" viewBox="0 0 8 5" fill="none" xmlns="http://www.w3.org/2000/svg"> <path fill-rule="evenodd" clip-rule="evenodd" d="M8 .5c0-.28-.22-.5-.5-.5h-7a.495.495 0 00-.37.83l3.5 4c.09.1.22.17.37.17s.28-.07.37-.17l3.5-4C7.95.74 8 .63 8 .5z"/> </svg> </div> </button> <ul class="menu-item__body menu-item__body--nested" data-ref="accordion[body]"> <li class="menu-item " data-accordion data-class-active="menu-item--active"> <a class="menu-item__link menu-item__link--icon flex" href="/docs/privacy/consent-management/"> Consent Management Overview </a> </li> <li class="menu-item " data-accordion data-class-active="menu-item--active"> <a class="menu-item__link menu-item__link--icon flex" href="/docs/privacy/consent-management/consent-in-segment-connections/"> Consent in Segment Connections </a> </li> <li class="menu-item " data-accordion data-class-active="menu-item--active"> <a class="menu-item__link menu-item__link--icon flex" href="/docs/privacy/consent-management/configure-consent-management/"> Configure Consent Management </a> </li> <li class="menu-item " data-accordion data-class-active="menu-item--active"> <a class="menu-item__link menu-item__link--icon flex" href="/docs/privacy/consent-management/consent-in-unify/"> Consent in Unify </a> </li> <li class="menu-item " data-accordion data-class-active="menu-item--active"> <a class="menu-item__link menu-item__link--icon flex" href="/docs/privacy/consent-management/consent-in-retl/"> Consent in Reverse ETL </a> </li> <li class="menu-item " data-accordion data-class-active="menu-item--active"> <a class="menu-item__link menu-item__link--icon flex" href="/docs/privacy/consent-management/consent-faq/"> Consent FAQs </a> </li> </ul> </li> <li class="menu-item menu-item--green " data-accordion data-class-active="menu-item--active"> <a class="menu-item__link flex" href="/docs/privacy/account-deletion/">Account & Data Deletion</a> </li> <li class="menu-item 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.96-.208 1.348-.558A1.88 1.88 0 005.4 15.85c0-1.036-.914-1.95-1.95-1.95zm-1.362-1.232c.448-.217.973-.268 1.362-.268 1.864 0 3.45 1.586 3.45 3.45a3.38 3.38 0 01-1.098 2.508c-.612.55-1.435.942-2.352.942A3.439 3.439 0 010 15.85c0-1.4.876-2.662 2.088-3.182zM18.05 13.9a1.95 1.95 0 100 3.9 1.95 1.95 0 000-3.9zm-3.45 1.95a3.45 3.45 0 116.9 0 3.45 3.45 0 01-6.9 0z" /> <path fill-rule="evenodd" clip-rule="evenodd" d="M8.75 4.423C5.465 5.336 3.1 8.299 3.1 11.8c0 .401.045.81.095 1.267l-1.49.166-.002-.018A12.79 12.79 0 011.6 11.8c0-4.199 2.836-7.736 6.75-8.823l.4 1.446zM5.602 17.442c1.373 1.236 3.197 2.008 5.148 2.008 1.999 0 3.774-.77 5.148-2.008l1.004 1.116c-1.626 1.462-3.75 2.392-6.152 2.392-2.349 0-4.525-.928-6.152-2.392l1.004-1.116zM18.35 11.8c0-3.276-2.046-6.054-4.963-7.148l.526-1.404c3.483 1.306 5.937 4.628 5.937 8.552 0 .492-.054.977-.103 1.415l-.002.018-1.49-.166c.05-.457.095-.866.095-1.267zM14.614 9.38l-4.012 5.732L6.97 11.48l1.06-1.06 2.368 2.368 2.988-4.268 1.228.86z" /> </svg> </span> <span class="flex__column">Protocols</span> </button> <ul class="menu-item__body" data-ref="accordion[body]"> <li class="menu-item menu-item--green " data-accordion data-class-active="menu-item--active"> <a class="menu-item__link flex" href="/docs/protocols/">Protocols Overview</a> </li> <li class="menu-item menu-item--gray " data-accordion data-class-active="menu-item--active"> <button class="menu-item__link flex flex--middle flex--justify" data-ref="accordion[trigger]"> <span class="flex__column"> Create a Tracking Plan </span> <div class="menu-item__chevron flex__column flex__column--shrink"> <svg width="8" height="5" viewBox="0 0 8 5" fill="none" xmlns="http://www.w3.org/2000/svg"> <path fill-rule="evenodd" clip-rule="evenodd" d="M8 .5c0-.28-.22-.5-.5-.5h-7a.495.495 0 00-.37.83l3.5 4c.09.1.22.17.37.17s.28-.07.37-.17l3.5-4C7.95.74 8 .63 8 .5z"/> </svg> </div> </button> <ul class="menu-item__body menu-item__body--nested" data-ref="accordion[body]"> <li class="menu-item " 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</button> <ul class="menu-item__body" data-ref="accordion[body]"> <li class="menu-item menu-item--green " data-accordion data-class-active="menu-item--active"> <a class="menu-item__link flex" href="/docs/guides/">An Introduction to Segment</a> </li> <li class="menu-item menu-item--green " data-accordion data-class-active="menu-item--active"> <a class="menu-item__link flex" href="/docs/guides/intro-impl/">For Developers</a> </li> <li class="menu-item menu-item--green " data-accordion data-class-active="menu-item--active"> <a class="menu-item__link flex" href="/docs/guides/intro-user/">For Data Users</a> </li> <li class="menu-item menu-item--green " data-accordion data-class-active="menu-item--active"> <a class="menu-item__link flex" href="/docs/guides/intro-admin/">For Workspace Admins</a> </li> <li class="menu-item menu-item--green " data-accordion data-class-active="menu-item--active"> <a class="menu-item__link flex" href="/docs/guides/filtering-data/">Filtering your Segment Data</a> </li> <li class="menu-item menu-item--green " data-accordion data-class-active="menu-item--active"> <a class="menu-item__link flex" href="/docs/guides/duplicate-data/">Handling Duplicate Data</a> </li> <li class="menu-item menu-item--green " data-accordion data-class-active="menu-item--active"> <a class="menu-item__link flex" href="/docs/guides/ignore-bots/">Internet Bots</a> </li> <li class="menu-item menu-item--green " data-accordion data-class-active="menu-item--active"> <a class="menu-item__link flex" href="/docs/guides/segment-vs-tag-managers/">Segment vs. Tag Managers</a> </li> <li class="menu-item menu-item--green " data-accordion data-class-active="menu-item--active"> <a class="menu-item__link flex" href="/docs/guides/what-is-replay/">Replay</a> </li> <li class="menu-item menu-item--green " data-accordion data-class-active="menu-item--active"> <a class="menu-item__link flex" href="/docs/guides/regional-segment/">Regional Segment</a> </li> <li class="menu-item menu-item--green " data-accordion data-class-active="menu-item--active"> <a class="menu-item__link flex" href="/docs/guides/audiences-and-journeys/">Audiences and Journeys</a> </li> <li class="menu-item menu-item--gray " data-accordion data-class-active="menu-item--active"> <button class="menu-item__link flex flex--middle flex--justify" data-ref="accordion[trigger]"> <span class="flex__column"> How-to Guides </span> <div class="menu-item__chevron flex__column flex__column--shrink"> <svg width="8" height="5" viewBox="0 0 8 5" fill="none" xmlns="http://www.w3.org/2000/svg"> <path fill-rule="evenodd" clip-rule="evenodd" d="M8 .5c0-.28-.22-.5-.5-.5h-7a.495.495 0 00-.37.83l3.5 4c.09.1.22.17.37.17s.28-.07.37-.17l3.5-4C7.95.74 8 .63 8 .5z"/> </svg> </div> </button> <ul class="menu-item__body menu-item__body--nested" data-ref="accordion[body]"> <li class="menu-item " data-accordion data-class-active="menu-item--active"> <a class="menu-item__link menu-item__link--icon flex" href="/docs/guides/how-to-guides/"> How-to Guides Index </a> </li> <li class="menu-item " data-accordion data-class-active="menu-item--active"> <a class="menu-item__link menu-item__link--icon flex" href="/docs/guides/how-to-guides/automated-multichannel-reengagement/"> Automating Multi-Channel Re-Engagement Campaigns </a> </li> <li class="menu-item " data-accordion data-class-active="menu-item--active"> <a class="menu-item__link menu-item__link--icon flex" href="/docs/guides/how-to-guides/collect-on-client-or-server/"> Collecting Data on the Client or Server </a> </li> <li class="menu-item " data-accordion data-class-active="menu-item--active"> <a class="menu-item__link menu-item__link--icon flex" href="/docs/guides/how-to-guides/collect-pageviews-serverside/"> Collecting Pageviews on the Server Side </a> </li> <li class="menu-item " data-accordion data-class-active="menu-item--active"> <a class="menu-item__link menu-item__link--icon flex" href="/docs/guides/how-to-guides/create-push-notification/"> Creating a Push Notification </a> </li> <li class="menu-item " data-accordion data-class-active="menu-item--active"> <a class="menu-item__link menu-item__link--icon flex" href="/docs/guides/how-to-guides/cross-channel-tracking/"> Tracking Customers Across Channels and Devices </a> </li> <li class="menu-item " data-accordion data-class-active="menu-item--active"> <a class="menu-item__link menu-item__link--icon flex" href="/docs/guides/how-to-guides/dynamic-coupon-program/"> Setting up a Dynamic Coupon Program to Reward Loyal Customers </a> </li> <li class="menu-item " data-accordion data-class-active="menu-item--active"> <a class="menu-item__link menu-item__link--icon flex" href="/docs/guides/how-to-guides/forecast-with-sql/"> Forecasting LTV with SQL and Excel for E-Commerce </a> </li> <li class="menu-item " data-accordion data-class-active="menu-item--active"> <a class="menu-item__link menu-item__link--icon flex" href="/docs/guides/how-to-guides/import-historical-data/"> Importing Historical Data </a> </li> <li class="menu-item " data-accordion data-class-active="menu-item--active"> <a class="menu-item__link menu-item__link--icon flex" href="/docs/guides/how-to-guides/join-user-profiles/"> Joining User Profiles </a> </li> <li class="menu-item " data-accordion data-class-active="menu-item--active"> <a class="menu-item__link menu-item__link--icon flex" href="/docs/guides/how-to-guides/measure-advertising-funnel/"> Measuring Your Advertising Funnel </a> </li> <li class="menu-item " data-accordion data-class-active="menu-item--active"> <a class="menu-item__link menu-item__link--icon flex" href="/docs/guides/how-to-guides/measure-marketing-roi/"> Measuring the ROI of Your Marketing Campaigns </a> </li> <li class="menu-item " data-accordion data-class-active="menu-item--active"> <a class="menu-item__link menu-item__link--icon flex" href="/docs/guides/how-to-guides/migrate-from-other-tools/"> Migrating Code From Other Analytics Tools </a> </li> <li class="menu-item " data-accordion data-class-active="menu-item--active"> <a class="menu-item__link menu-item__link--icon flex" href="/docs/guides/how-to-guides/segment-and-attribution/"> Segment's Role in Attribution </a> </li> <li class="menu-item " data-accordion data-class-active="menu-item--active"> <a class="menu-item__link menu-item__link--icon flex" href="/docs/guides/how-to-guides/set-up-notifications-alerts/"> Setting Up Event-Triggered Notifications or Alerts </a> </li> </ul> </li> <li class="menu-item menu-item--gray " data-accordion data-class-active="menu-item--active"> <button class="menu-item__link flex flex--middle flex--justify" data-ref="accordion[trigger]"> <span class="flex__column"> Usage and Billing </span> <div class="menu-item__chevron flex__column flex__column--shrink"> <svg width="8" height="5" viewBox="0 0 8 5" fill="none" xmlns="http://www.w3.org/2000/svg"> <path fill-rule="evenodd" clip-rule="evenodd" d="M8 .5c0-.28-.22-.5-.5-.5h-7a.495.495 0 00-.37.83l3.5 4c.09.1.22.17.37.17s.28-.07.37-.17l3.5-4C7.95.74 8 .63 8 .5z"/> </svg> </div> </button> <ul class="menu-item__body menu-item__body--nested" data-ref="accordion[body]"> <li class="menu-item " data-accordion data-class-active="menu-item--active"> <a class="menu-item__link menu-item__link--icon flex" href="/docs/guides/usage-and-billing/account-management/"> Account Management </a> </li> <li class="menu-item " data-accordion data-class-active="menu-item--active"> <a class="menu-item__link menu-item__link--icon flex" href="/docs/guides/usage-and-billing/billing/"> Billing and Account FAQs </a> </li> <li class="menu-item " data-accordion data-class-active="menu-item--active"> <a class="menu-item__link menu-item__link--icon flex" href="/docs/guides/usage-and-billing/mtus-and-throughput/"> MTUs, Throughput and Billing </a> </li> <li class="menu-item " data-accordion data-class-active="menu-item--active"> <a class="menu-item__link menu-item__link--icon flex" href="/docs/guides/usage-and-billing/discounts-for-startups-npos/"> Discounts or Coupons </a> </li> <li class="menu-item " data-accordion data-class-active="menu-item--active"> <a class="menu-item__link menu-item__link--icon flex" href="/docs/guides/usage-and-billing/startup-program/"> Segment Startup Program </a> </li> </ul> </li> </ul> </li> <!-- 01-what-is-segment.md - connections --> <li class="menu-item " data-accordion data-class-active="menu-item--active"> <button class="menu-item__link menu-item__link--highlight menu-item__link--icon flex flex--middle" data-ref="accordion[trigger]"> <span class="menu-item__icon flex__column"> <svg viewBox="0 0 22 22" fill="none" xmlns="http://www.w3.org/2000/svg"> <path d="M11 5.5c-3.05 0-5.5 2.45-5.5 5.5s2.45 5.5 5.5 5.5 5.5-2.45 5.5-5.5S14 5.5 11 5.5zm0 9.5c-2.2 0-4-1.8-4-4s1.8-4 4-4 4 1.8 4 4-1.8 4-4 4zM3 0C1.3 0 0 1.35 0 3s1.35 3 3 3 3-1.35 3-3-1.35-3-3-3zm0 4.5c-.85 0-1.5-.65-1.5-1.5S2.15 1.5 3 1.5s1.5.65 1.5 1.5S3.8 4.5 3 4.5zM3 16c-1.65 0-3 1.35-3 3s1.35 3 3 3 3-1.35 3-3-1.35-3-3-3zm0 4.5c-.85 0-1.5-.65-1.5-1.5s.65-1.5 1.5-1.5 1.5.65 1.5 1.5-.7 1.5-1.5 1.5zM19 16c-1.65 0-3 1.35-3 3s1.35 3 3 3 3-1.35 3-3-1.35-3-3-3zm0 4.5c-.85 0-1.5-.65-1.5-1.5s.65-1.5 1.5-1.5 1.5.65 1.5 1.5-.7 1.5-1.5 1.5zM19 0c-1.65 0-3 1.35-3 3s1.35 3 3 3 3-1.35 3-3-1.35-3-3-3zm0 4.5c-.85 0-1.5-.65-1.5-1.5s.65-1.5 1.5-1.5 1.5.65 1.5 1.5-.7 1.5-1.5 1.5z"/> <path fill-rule="evenodd" clip-rule="evenodd" d="M17.98 5.08l-3.1 3.1-1.06-1.06 3.1-3.1 1.06 1.06zM8.08 14.98l-3.05 3.05-1.06-1.06 3.05-3.05 1.06 1.06zM5.035 4.224l3.05 3.1-1.07 1.052-3.05-3.1 1.07-1.052zM14.726 13.965l3.05 3-1.052 1.07-3.05-3 1.052-1.07z" /> </svg> </span> <span class="flex__column">Connections</span> </button> <ul class="menu-item__body" data-ref="accordion[body]"> <li class="menu-item menu-item--green " data-accordion data-class-active="menu-item--active"> <a class="menu-item__link flex" href="/docs/connections/">Overview</a> </li> <li class="menu-item menu-item--gray " data-accordion data-class-active="menu-item--active"> <button class="menu-item__link flex flex--middle flex--justify" data-ref="accordion[trigger]"> <span class="flex__column"> The Segment Spec </span> <div class="menu-item__chevron flex__column flex__column--shrink"> <svg width="8" height="5" viewBox="0 0 8 5" fill="none" xmlns="http://www.w3.org/2000/svg"> <path fill-rule="evenodd" clip-rule="evenodd" d="M8 .5c0-.28-.22-.5-.5-.5h-7a.495.495 0 00-.37.83l3.5 4c.09.1.22.17.37.17s.28-.07.37-.17l3.5-4C7.95.74 8 .63 8 .5z"/> </svg> </div> </button> <ul class="menu-item__body menu-item__body--nested" data-ref="accordion[body]"> <li class="menu-item " data-accordion data-class-active="menu-item--active"> <a class="menu-item__link menu-item__link--icon flex" href="/docs/connections/spec/"> Spec Overview </a> </li> <li class="menu-item " data-accordion data-class-active="menu-item--active"> <a class="menu-item__link menu-item__link--icon flex" href="/docs/connections/spec/page/"> Spec: Page </a> </li> <li class="menu-item " data-accordion data-class-active="menu-item--active"> <a class="menu-item__link menu-item__link--icon flex" href="/docs/connections/spec/screen/"> Spec: Screen </a> </li> <li class="menu-item " data-accordion data-class-active="menu-item--active"> <a class="menu-item__link menu-item__link--icon flex" href="/docs/connections/spec/track/"> Spec: Track </a> </li> <li class="menu-item " data-accordion data-class-active="menu-item--active"> <a class="menu-item__link menu-item__link--icon flex" href="/docs/connections/spec/group/"> Spec: Group </a> </li> <li class="menu-item " data-accordion data-class-active="menu-item--active"> <a class="menu-item__link menu-item__link--icon flex" href="/docs/connections/spec/identify/"> Spec: Identify </a> </li> <li class="menu-item " data-accordion data-class-active="menu-item--active"> <a class="menu-item__link menu-item__link--icon flex" href="/docs/connections/spec/alias/"> Spec: Alias </a> </li> <li class="menu-item " data-accordion data-class-active="menu-item--active"> <a class="menu-item__link menu-item__link--icon flex" href="/docs/connections/spec/copilot/"> Spec: AI Copilot </a> </li> <li class="menu-item " data-accordion data-class-active="menu-item--active"> <a class="menu-item__link menu-item__link--icon flex" href="/docs/connections/spec/common/"> Spec: Common Fields </a> </li> <li class="menu-item " data-accordion data-class-active="menu-item--active"> <a class="menu-item__link menu-item__link--icon flex" href="/docs/connections/spec/mobile/"> Native Mobile Spec </a> </li> <li class="menu-item " data-accordion data-class-active="menu-item--active"> <a class="menu-item__link menu-item__link--icon flex" href="/docs/connections/spec/native-mobile-spec/"> What is the native mobile spec? </a> </li> <li class="menu-item " data-accordion data-class-active="menu-item--active"> <a class="menu-item__link menu-item__link--icon flex" href="/docs/connections/spec/mobile-packaging-sdks/"> Packaging SDKs for Mobile Destinations </a> </li> <li class="menu-item " data-accordion data-class-active="menu-item--active"> <a class="menu-item__link menu-item__link--icon flex" href="/docs/connections/spec/semantic/"> Spec: Semantic Events </a> </li> <li class="menu-item " data-accordion data-class-active="menu-item--active"> <a class="menu-item__link menu-item__link--icon flex" href="/docs/connections/spec/b2b-saas/"> Spec: B2B SaaS </a> </li> <li class="menu-item " data-accordion data-class-active="menu-item--active"> <a class="menu-item__link menu-item__link--icon flex" href="/docs/connections/spec/ecommerce/v2/"> Spec: Ecommerce Events </a> </li> <li class="menu-item " data-accordion data-class-active="menu-item--active"> <a class="menu-item__link menu-item__link--icon flex" href="/docs/connections/spec/ecommerce-tracking-plan/"> Ecommerce Tracking Plans </a> </li> <li class="menu-item " data-accordion data-class-active="menu-item--active"> <a class="menu-item__link menu-item__link--icon flex" href="/docs/connections/spec/video/"> Video Spec </a> </li> <li class="menu-item " data-accordion data-class-active="menu-item--active"> <a class="menu-item__link menu-item__link--icon flex" href="/docs/connections/spec/best-practices-identify/"> Best Practices for Identifying Users </a> </li> <li class="menu-item " data-accordion data-class-active="menu-item--active"> <a class="menu-item__link menu-item__link--icon flex" href="/docs/connections/spec/best-practices-event/"> Best Practices for Event Calls </a> </li> </ul> </li> <li class="menu-item menu-item--gray " data-accordion data-class-active="menu-item--active"> <button class="menu-item__link flex flex--middle flex--justify" data-ref="accordion[trigger]"> <span class="flex__column"> Sources </span> <div class="menu-item__chevron flex__column flex__column--shrink"> <svg width="8" height="5" viewBox="0 0 8 5" fill="none" xmlns="http://www.w3.org/2000/svg"> <path fill-rule="evenodd" clip-rule="evenodd" d="M8 .5c0-.28-.22-.5-.5-.5h-7a.495.495 0 00-.37.83l3.5 4c.09.1.22.17.37.17s.28-.07.37-.17l3.5-4C7.95.74 8 .63 8 .5z"/> </svg> </div> </button> <ul class="menu-item__body menu-item__body--nested" data-ref="accordion[body]"> <li class="menu-item " data-accordion data-class-active="menu-item--active"> <a class="menu-item__link menu-item__link--icon flex" href="/docs/connections/sources/"> Sources Overview </a> </li> <li class="menu-item " data-accordion data-class-active="menu-item--active"> <a class="menu-item__link menu-item__link--icon flex" href="/docs/connections/sources/catalog/"> <div class="menu-item__icon menu-item__icon--small flex__column"> <svg viewBox="0 0 16 16" fill="none" xmlns="http://www.w3.org/2000/svg"> <path fill-rule="evenodd" clip-rule="evenodd" d="M14 3c0-.55-.45-1-1-1H3c-.55 0-1 .45-1 1v1h12V3zm-2-3H4c-.55 0-1 .45-1 1h10c0-.55-.45-1-1-1zm3 5H1c-.55 0-1 .45-1 1v9c0 .55.45 1 1 1h14c.55 0 1-.45 1-1V6c0-.55-.45-1-1-1zm-3 6c0 .55-.45 1-1 1H5c-.55 0-1-.45-1-1V9h1v2h6V9h1v2z"/> </svg> </div> Sources Catalog </a> </li> <li class="menu-item " data-accordion data-class-active="menu-item--active"> <a class="menu-item__link menu-item__link--icon flex" href="/docs/connections/sources/about-cloud-sources/"> Cloud Sources </a> </li> <li class="menu-item " data-accordion data-class-active="menu-item--active"> <a class="menu-item__link menu-item__link--icon flex" href="/docs/connections/sources/debugger/"> Source Debugger </a> </li> <li class="menu-item " data-accordion data-class-active="menu-item--active"> <a class="menu-item__link menu-item__link--icon flex" href="/docs/connections/sources/custom-domain/"> Segment-Managed Custom Domain </a> </li> <li class="menu-item " data-accordion data-class-active="menu-item--active"> <a class="menu-item__link menu-item__link--icon flex" href="/docs/connections/sources/catalog/libraries/website/javascript/custom-proxy/"> Self-Managed Custom Proxy </a> </li> <li class="menu-item " data-accordion data-class-active="menu-item--active"> <a class="menu-item__link menu-item__link--icon flex" href="/docs/connections/sources/visual-tagger/"> Visual Tagger </a> </li> <li class="menu-item " data-accordion data-class-active="menu-item--active"> <button class="menu-item__link flex flex--middle flex--justify" data-ref="accordion[trigger]"> <span class="flex__column"> Schema </span> <div class="menu-item__chevron flex__column flex__column--shrink"> <svg width="8" height="5" viewBox="0 0 8 5" fill="none" xmlns="http://www.w3.org/2000/svg"> <path fill-rule="evenodd" clip-rule="evenodd" d="M8 .5c0-.28-.22-.5-.5-.5h-7a.495.495 0 00-.37.83l3.5 4c.09.1.22.17.37.17s.28-.07.37-.17l3.5-4C7.95.74 8 .63 8 .5z"/> </svg> </div> </button> <ul class="menu-item__body menu-item__body--nested" data-ref="accordion[body]"> <li class="menu-item"> <a class="menu-item__link flex" href="/docs/connections/sources/schema//">Schema Controls</a> </li> <li class="menu-item"> <a class="menu-item__link flex" href="/docs/connections/sources/schema/destination-data-control/">Using Schema Controls</a> </li> <li class="menu-item"> <a class="menu-item__link flex" href="/docs/connections/sources/schema/schema-unique-limits/">Schema Unique Limits</a> </li> </ul> </li> </ul> </li> <li class="menu-item menu-item--gray " data-accordion data-class-active="menu-item--active"> <button class="menu-item__link flex flex--middle flex--justify" data-ref="accordion[trigger]"> <span class="flex__column"> Destinations </span> <div class="menu-item__chevron flex__column flex__column--shrink"> <svg width="8" height="5" viewBox="0 0 8 5" fill="none" xmlns="http://www.w3.org/2000/svg"> <path fill-rule="evenodd" clip-rule="evenodd" d="M8 .5c0-.28-.22-.5-.5-.5h-7a.495.495 0 00-.37.83l3.5 4c.09.1.22.17.37.17s.28-.07.37-.17l3.5-4C7.95.74 8 .63 8 .5z"/> </svg> </div> </button> <ul class="menu-item__body menu-item__body--nested" data-ref="accordion[body]"> <li class="menu-item " data-accordion 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001.5 15.85c0 1.086.864 1.95 1.95 1.95.483 0 .96-.208 1.348-.558A1.88 1.88 0 005.4 15.85c0-1.036-.914-1.95-1.95-1.95zm-1.362-1.232c.448-.217.973-.268 1.362-.268 1.864 0 3.45 1.586 3.45 3.45a3.38 3.38 0 01-1.098 2.508c-.612.55-1.435.942-2.352.942A3.439 3.439 0 010 15.85c0-1.4.876-2.662 2.088-3.182zM18.05 13.9a1.95 1.95 0 100 3.9 1.95 1.95 0 000-3.9zm-3.45 1.95a3.45 3.45 0 116.9 0 3.45 3.45 0 01-6.9 0z" /> <path fill-rule="evenodd" clip-rule="evenodd" d="M8.75 4.423C5.465 5.336 3.1 8.299 3.1 11.8c0 .401.045.81.095 1.267l-1.49.166-.002-.018A12.79 12.79 0 011.6 11.8c0-4.199 2.836-7.736 6.75-8.823l.4 1.446zM5.602 17.442c1.373 1.236 3.197 2.008 5.148 2.008 1.999 0 3.774-.77 5.148-2.008l1.004 1.116c-1.626 1.462-3.75 2.392-6.152 2.392-2.349 0-4.525-.928-6.152-2.392l1.004-1.116zM18.35 11.8c0-3.276-2.046-6.054-4.963-7.148l.526-1.404c3.483 1.306 5.937 4.628 5.937 8.552 0 .492-.054.977-.103 1.415l-.002.018-1.49-.166c.05-.457.095-.866.095-1.267zM14.614 9.38l-4.012 5.732L6.97 11.48l1.06-1.06 2.368 2.368 2.988-4.268 1.228.86z" /> </svg> </span> <span class="flex__column">Protocols</span> </button> <ul class="menu-item__body" data-ref="accordion[body]"> <li class="menu-item menu-item--green " data-accordion data-class-active="menu-item--active"> <a class="menu-item__link flex" href="/docs/protocols/">Protocols Overview</a> </li> <li class="menu-item menu-item--gray " data-accordion data-class-active="menu-item--active"> <button class="menu-item__link flex flex--middle flex--justify" data-ref="accordion[trigger]"> <span class="flex__column"> Create a Tracking Plan </span> <div class="menu-item__chevron flex__column flex__column--shrink"> <svg width="8" height="5" viewBox="0 0 8 5" fill="none" xmlns="http://www.w3.org/2000/svg"> <path fill-rule="evenodd" clip-rule="evenodd" d="M8 .5c0-.28-.22-.5-.5-.5h-7a.495.495 0 00-.37.83l3.5 4c.09.1.22.17.37.17s.28-.07.37-.17l3.5-4C7.95.74 8 .63 8 .5z"/> </svg> </div> </button> <ul class="menu-item__body menu-item__body--nested" 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flex__column--shrink"> <span class="badge badge--primary"> Business ✓ </span> </div> <div class="flex__column flex__column--shrink"> <span class="badge badge--none">+</span> </div> <div class="flex__column flex__column--shrink"> <span class="badge badge--engage"> Protocols ✓ </span> </div> <div class="flex__column flex__column--shrink" style="padding-top:0px"> <a class="recent-contributor__button" style="padding: 4px 10px;" href="#" data-popover-target="contributors">?</a> </div> </div> <div class="popover__body" data-popover-body="contributors"> <p style="font-size:12px">Protocols is available as an add-on for Business plans only. <br>See the <a href="https://segment.com/pricing">available plans</a>, or <a href="https://segment.com/help/contact/">contact Support</a>.</p></div> </div> <div class="mobile-menu-side"> <p class="destination-menu__title">On this page</p> <ul class="mobile-menu-side__list"> <li><a href="#protocols-notifications" class="mobile-menu-side__link">Protocols Notifications</a></li> <li><a href="#protocols-tracking-plan" class="mobile-menu-side__link">Protocols Tracking Plan</a></li> <li><a href="#protocols-validation" class="mobile-menu-side__link">Protocols Validation</a></li> <li><a href="#protocols-enforcement" class="mobile-menu-side__link">Protocols Enforcement</a></li> <li><a href="#protocols-transformations" class="mobile-menu-side__link">Protocols Transformations</a></li> </ul> <hr class="mobile-menu-side__divider"> </div> <div class="markdown" data-headings-anchors> <h2 id="protocols-notifications">Protocols Notifications</h2> <h3 id="how-can-i-subscribe-to-protocols-notifications">How can I subscribe to Protocols notifications?</h3> <p>You can subscribe to a variety of Protocols specific alerts through the workspace Activity Feed settings. To subscribe, visit your workspace <strong>Settings</strong> &gt; <strong>User Preferences</strong> &gt; <strong>Activity Notifications</strong> &gt; <strong>Protocols</strong>.</p> <h3 id="how-can-i-get-notified-when-someone-makes-a-change-to-my-tracking-plan">How can I get notified when someone makes a change to my tracking plan?</h3> <p>You can forward notifications from Protocols to a new Segment source, which can then send them to notification tools such as Slack webhook.</p> <p>You can also forward these Protocols alerts to any (cloud-mode) Segment destination that accepts Track calls, including data warehouses. Most customers record these activity feed events to a data warehouse for analysis.</p> <h3 id="how-do-i-get-notified-when-new-violations-are-generated-can-i-create-custom-violation-notifications">How do I get notified when new violations are generated? Can I create custom violation notifications?</h3> <p>You can enable <a href="/docs/protocols/validate/forward-violations/">violation event forwarding</a> to start delivering violations as Track calls to a Segment source. From there, you can forward the events to any Segment destination that accepts Track calls.</p> <p>You can also use the Slack Actions destination to set event triggers for context fields, meaning events with violations are sent as Track calls directly from the source.</p> <h2 id="protocols-tracking-plan">Protocols Tracking Plan</h2> <h3 id="what-is-the-segment-consent-preference-updated-event-and-who-added-it-to-my-tracking-plans">What is the Segment Consent Preference Updated event, and who added it to my Tracking Plans?</h3> <p><a href="/docs/privacy/consent-management">Consent Management</a> users see the <a href="/docs/privacy/consent-management/consent-in-unify/#segment-consent-preference-updated-event">Segment Consent Preference Updated</a> event automatically added to all existing Tracking Plans after they create their first consent category, or when they create a new Tracking Plan after configuring Consent Management. Segment recommends that you do not remove this event.</p> <h3 id="how-do-i-add-page-and-screen-events-to-my-tracking-plan">How do I add Page and Screen events to my Tracking Plan?</h3> <p>To consolidate the views in the Schema tab, Segment automatically converts <code class="language-plaintext highlighter-rouge">page</code> and <code class="language-plaintext highlighter-rouge">screen</code> calls into <code class="language-plaintext highlighter-rouge">Page Viewed</code> and <code class="language-plaintext highlighter-rouge">Screen Viewed</code> events that appear in the Schema Events view. Segment recommends adding a <code class="language-plaintext highlighter-rouge">Page Viewed</code> or <code class="language-plaintext highlighter-rouge">Screen Viewed</code> event to your Tracking Plan with any properties you want to validate against. At this time, to validate that a specific named page/screen (<code class="language-plaintext highlighter-rouge">analytics.page('Homepage') | analytics.screen('Home')</code>) has a specific set of required properties, you will need to use the <a href="/docs/protocols/tracking-plan/create/#edit-underlying-json-schema">JSON Schema</a>.</p> <h3 id="how-can-i-see-who-made-changes-to-my-tracking-plan">How can I see who made changes to my Tracking Plan?</h3> <p>Each Tracking Plan includes a Changelog, which shows which changes were made by which users. To view it, open a Tracking Plan, click the <strong>…</strong> button (also known as the dot-dot-dot, or ellipses menu) next to the Edit Tracking Plan button, and click <strong>View Changelog</strong>.</p> <h3 id="how-many-sources-can-i-connect-to-a-tracking-plan">How many Sources can I connect to a Tracking Plan?</h3> <p>The Tracking Plan to Source relationship is a one-to-many relationship. This means you can connect as many Sources to a Tracking Plan as you need. However Segment recommends connecting 1-3 Sources per Tracking Plan, because it’s rare to have more than three Sources that share an identical set of events, especially when tracking events across platforms. For example, many Segment mobile SDKs (iOS and Android) automatically collect events that would not make sense to collect in a web app. Segment doesn’t recommend including events in a Tracking Plan that would never be tracked in a Source.</p> <h3 id="can-i-duplicate-a-tracking-plan-in-the-segment-ui">Can I duplicate a Tracking Plan in the Segment UI?</h3> <p>You can duplicate Tracking Plans in the Segment web app by following the <a href="/docs/protocols/tracking-plan/create/#copy-a-tracking-plan">instructions to copy a tracking plan</a>. You can also use the <a href="/docs/protocols/apis-and-extensions/">Public API</a> to copy the underlying JSON schema from one Tracking Plan to another.</p> <h3 id="how-do-i-handle-versioning-with-mobile-apps">How do I handle versioning with mobile apps?</h3> <p>Segment currently supports the ability to <a href="/docs/protocols/tracking-plan/create/#tracking-plan-event-versioning">create multiple versions of an event</a> in a Tracking Plan. This is ideal for mobile apps, where a breaking change like adding a new required property to an event could cause all previous app versions on user devices to generate violations. You must manually add a <code class="language-plaintext highlighter-rouge">context.protocols.event_version</code> property to the specific track call so that Segment can correctly validate the event against the defined version. Learn more in the <a href="/docs/protocols/tracking-plan/create/#tracking-plan-event-versioning">Tracking Plan event versioning documentation</a>.</p> <h3 id="how-do-i-handle-null-property-values">How do I handle null property values?</h3> <p>In the Tracking Plan editor, click on the data type dropdown for a given property and toggle “Allow Null Values”. Enabling null values means only <code class="language-plaintext highlighter-rouge">null</code> values will be accepted for that property.</p> <h3 id="can-i-group-specific-events-in-a-tracking-plan">Can I group specific events in a Tracking Plan?</h3> <p>Yes. <a href="/docs/protocols/tracking-plan/create/#add-a-label">Tracking Plan Labels</a> are an excellent way to organize events in a Tracking Plan by priority, platform, product, or similar metadata for each event.</p> <h3 id="how-do-i-send-someone-a-specific-event-or-group-of-events-to-implement">How do I send someone a specific event or group of events to implement?</h3> <p>You can search in a Tracking Plan to find a specific event, and then copy the URL for the search results page and share it. You can also filter by label to share a group of events. The person you send the URL to must have access to the Workspace and tracking plan to see the results page. (See <a href="/docs/segment-app/iam/">the Access Management documentation</a> for more details.)</p> <h3 id="can-i-create-a-master-tracking-plan-that-supersedes-all-other-tracking-plans">Can I create a master Tracking Plan that supersedes all other Tracking Plans?</h3> <p>Yes. <a href="/docs/protocols/tracking-plan/libraries/">Tracking Plan Libraries</a> makes it easy to create groups of events or properties that can be easily imported into multiple Tracking plans.</p> <h3 id="can-i-copy-a-tracking-plan-into-a-library">Can I copy a Tracking Plan into a library?</h3> <p>No. Unfortunately it’s not yet possible to automatically transfer events from a Tracking Plan to Libraries. To import events into a new event library, import them directly from a source.</p> <h3 id="can-i-transfer-a-tracking-plan-between-production-and-staging-environments">Can I transfer a Tracking Plan between production and staging environments?</h3> <p>Yes. Using the <a href="/docs/protocols/apis-and-extensions/">Public API</a>, you can copy the underlying JSON schema from a Tracking Plan in one Workspace to a Tracking Plan in another Workspace.</p> <p>If you <a href="/docs/protocols/enforce/schema-configuration">discarded events</a> as a part of your original Tracking Plan, you must connect to the same Source and configure identical Schema Controls in your other Workspace so that blocked events behave as expected.</p> <h3 id="can-i-connect-a-source-to-more-than-one-tracking-plan">Can I connect a Source to more than one Tracking Plan?</h3> <p>Unfortunately, Sources cannot be connected to more than one Tracking Plan. If you were able to connect more than one Tracking Plan to a Source, it could create conflict if events overlapped.</p> <h3 id="how-do-tracking-plans-work">How do Tracking Plans work?</h3> <p>Segment’s code uses built-in logic to verify if an event exists in the Tracking Plan. If an event does not exist, it will follow the configuration the <a href="/docs/protocols/enforce/schema-configuration/">Schema Configuration settings</a> for each source connected to the Tracking Plan.</p> <h3 id="why-are-my-unplanned-properties-still-getting-sent-to-my-destinations-even-though-ive-set-the-dropdown-to-omit-properties">Why are my unplanned properties still getting sent to my destinations even though I’ve set the dropdown to “Omit Properties”?</h3> <p>Unplanned property omission is only supported for cloud-mode destinations. Unplanned properties will not be omitted when they’re sent to device-mode destinations.</p> <h3 id="why-do-i-have-two-different-tracking-plan-ids">Why do I have two different Tracking Plan IDs?</h3> <p>When you access a Tracking Plan, you’ll come across two IDs: <code class="language-plaintext highlighter-rouge">tp_</code> and <code class="language-plaintext highlighter-rouge">rs_</code>. Segment uses the two IDs to identify your Tracking Plan in the two APIs you can use to manage your workspace: the <a href="/docs/api/public-api/">Public API</a> and the <a href="/docs/api/config-api/">Config API</a>.</p> <p>To view the two IDs for your Tracking Plan, navigate to the Tracking Plan you’d like to view the ID for and select the dropdown next to <strong>Tracking Plan ID</strong>.</p> <p>If you’re using the Public API, you’ll need the ID that starts with <code class="language-plaintext highlighter-rouge">tp_</code>.</p> <p>If you’re using the Config API, you’ll need the ID that starts with <code class="language-plaintext highlighter-rouge">rs</code>.</p> <h3 id="how-do-i-import-events-from-a-source-schema-into-a-tracking-plan">How do I import events from a Source Schema into a Tracking Plan?</h3> <p>When you first create your Tracking Plan, you can add events from your Source Schema by selecting the <strong>Import events from Source</strong> button on the Tracking Plan editor page. You can manually add these events after you’ve connected your Source Schema to your Tracking Plan by clicking the (+) next to the event on your Source Schema page.</p> <h3 id="can-i-import-events-from-my-source-schema-into-a-tracking-plan">Can I import events from my Source Schema into a Tracking Plan?</h3> <p>When you initially create your Tracking Plan, you can import events into it from a Source Schema. Manually add these events by clicking the the (+) next to the event in your Source Schema page after connecting your Tracking Plan.</p> <h3 id="can-i-recover-a-tracking-plan-that-was-deleted">Can I recover a Tracking Plan that was deleted?</h3> <p>You cannot recover a deleted Tracking Plan and Segment cannot recover it on your behalf. Please delete Tracking Plans with caution.</p> <h2 id="protocols-validation">Protocols Validation</h2> <h3 id="what-is-the-difference-between-violations-emails-and-the-violations-page-in-the-segment-ui">What is the difference between Violations Emails and the Violations page in the Segment UI?</h3> <p><strong>Violations Daily Digest</strong> The Violations Daily Digest is a great way to keep informed of new violations that might be easy to overlook on the Protocols Violations page. The digest sends one email digest per source, every day at approximately 12AM EST. You cannot currently opt in or out of specific sources.</p> <p>The digest contains all violations for that source that are <em>unique</em> in the previous 48 hours. For example, if an event <code class="language-plaintext highlighter-rouge">testEvent</code> had violations on the first day of the month, then those violations won’t appear in the digest until the third of the month.</p> <p>The email includes information about the violation to help you track down its source and correct it. It includes the event name and property name fields, the violation type, the number of times that specific type of violation was seen, and the last time it was seen.</p> <p><strong>Protocols Violations Page</strong> The Protocols Violations page shows a live count for violations. You can adjust the timeframe to show violations in the last hour, the last 24 hours, or the last seven days.</p> <p>You might see a difference between the count on the Violations page and the count in the Violations email digests. This can happen due to differences between the time periods available (24 hours in in the live page, 48 hours in the daily digest email), and the fact that the digest only shows <em>unique</em> violations. The fields displayed on the Violations page are more detailed than those included in the email digest.</p> <h3 id="why-do-i-see-root-listed-on-my-violations-page">Why do I see root listed on my Violations page?</h3> <p>You may see violations related to (root). For example:</p> <div class="language-js highlighter-rouge"><div class="highlight"><pre class="highlight"><code><span class="p">(</span><span class="nx">root</span><span class="p">)</span> <span class="nx">Must</span> <span class="nx">validate</span> <span class="nx">all</span> <span class="nx">the</span> <span class="nx">schemas</span> <span class="c1">// Or</span> <span class="p">(</span><span class="nx">root</span><span class="p">)</span> <span class="nx">Must</span> <span class="nx">validate</span> <span class="dl">"</span><span class="s2">then</span><span class="dl">"</span> <span class="k">as</span> <span class="dl">"</span><span class="s2">if</span><span class="dl">"</span> <span class="nx">was</span> <span class="nx">valid</span> </code></pre></div></div> <p>These violations are related to your common JSON Schema if you’ve applied custom rules. In this instance (root), refers to the top level of the JSON object (Segment event).</p> <h2 id="protocols-enforcement">Protocols Enforcement</h2> <h3 id="why-cant-i-use-the-schema-to-filter-my-events">Why can’t I use the Schema to filter my events?</h3> <p>The schema functionality is a <em>reactive</em> way to clean up your data, where the Tracking Plan functionality is a <em>proactive</em>, intentional way to clean and unify all future data. Segment has found that the best data driven companies invest the time required to build strong processes and controls around their data. The investment pays off exponentially.</p> <p>That being said, there are plenty of scenarios where the reactive Schema functionality solves immediate needs for customers. Often times, customers will use both Schema Controls and Tracking Plan functionality across their Segment Sources. For smaller volume Sources with less important data, the Schema functionality often works perfectly.</p> <h3 id="if-i-enable-blocking-what-happens-to-the-blocked-events-are-events-just-blocked-from-specific-destinations-or-the-entire-segment-pipeline">If I enable blocking, what happens to the blocked events? Are events just blocked from specific Destinations or the entire Segment pipeline?</h3> <p>Blocked events are blocked from sending to all Segment Destinations, including warehouses and streaming Destinations. When an Event is blocked using a Tracking Plan, it does not count towards your MTU limit. They will, however, count toward your MTU limit if you enable <a href="/docs/protocols/enforce/forward-blocked-events/">blocked event forwarding</a> in your Source settings.</p> <h3 id="why-am-i-seeing-unplanned-propertiestraits-in-the-payload-when-violations-are-triggered-despite-using-schema-controls-to-omit-them">Why am I seeing unplanned properties/traits in the payload when violations are triggered, despite using schema controls to omit them?</h3> <p>If you’re seeing unplanned properties/traits in your payload despite using Schema Controls, you might want to select a new degree of blocking controls.</p> <p>Segment’s <a href="docs/connections/sources/schema/destination-data-control/">Schema Controls</a> provide three options to omit properties/traits. Select the one that aligns with your requirements:</p> <ol> <li><strong>Standard Schema Controls/”Unplanned Properties/Traits”</strong>: Segment checks the names of incoming properties/traits against your Tracking Plan.</li> <li><strong>Standard Schema Controls/”JSON Schema Violations”</strong>: Segment checks the names and evaluates the values of properties/traits. This is useful if you’ve specified a pattern or a list of acceptable values in the <a href="/docs/protocols/tracking-plan/create/#edit-underlying-json-schema">JSON schema</a> for each Track event listed in the Tracking Plan.</li> <li><strong>Advanced Blocking Controls/”Common JSON Schema Violations”</strong>: Segment evaluates incoming events thoroughly, including event names, context field names and values, and the names and values of properties/traits, against the <a href="/docs/protocols/tracking-plan/create/#common-json-schema">Common JSON schema</a> in your Tracking Plan.</li> </ol> <h3 id="why-am-i-still-seeing-unplanned-properties-in-my-source-schema-when-ive-added-the-properties-to-a-new-version-of-my-tracking-plan">Why am I still seeing unplanned properties in my Source Schema when I’ve added the properties to a new version of my Tracking Plan?</h3> <p>The source schema only validates events against the oldest event version in a Tracking Plan. If, for example, you have a version 1 and version 2 of your Tracking Plan, the schema only checks against version 1 of your Tracking Plan.</p> <h3 id="do-blocked-and-discarded-events-count-towards-my-mtu-counts">Do blocked and discarded events count towards my MTU counts?</h3> <p>Blocking events within a <a href="/docs/connections/sources/schema/">Source Schema</a> or <a href="/docs/protocols/tracking-plan/create/">Tracking Plan</a> excludes them from API call and MTU calculations, as the events are discarded before they reach the pipeline that Segment uses for calculations.</p> <h3 id="do-warehouse-connectors-use-the-data-type-definitions-when-creating-a-warehouse-schema">Do warehouse connectors use the data type definitions when creating a warehouse schema?</h3> <p>Warehouse connectors don’t use data type definitions for schema creation. The <a href="/docs/connections/storage/warehouses/schema/#data-types">data types</a> for columns are inferred from the first event that comes in from the source.</p> <h2 id="protocols-transformations">Protocols Transformations</h2> <h3 id="do-transformations-work-with-segment-replays">Do transformations work with Segment replays?</h3> <p>If you create a destination scoped transformation and request a replay for that destination, the transformation will transform events into the destination. Segment doesn’t recommended requesting a replay to resend events to a destination as that will likely result in duplicate events in the destination.</p> <h3 id="why-cant-i-create-multiple-transformations-of-the-same-type-for-the-same-event">Why can’t I create multiple transformations of the same type for the same event?</h3> <p>To reduce the risk of creating circular and conflicting transformations, Segment only allows a single transformation to be created for each distinct source, event, destination and type pairing. That means you cannot create two <strong>Rename track event</strong> transformations for a <code class="language-plaintext highlighter-rouge">order_completed</code> event. This eliminates the possibility of different stakeholders creating conflicting transformations to satisfy their own needs. It also simplifies the Transformations list view, making it much easier to sort and filter by source, event, destination, etc.</p> <h3 id="why-cant-i-select-multiple-events-or-destinations-in-a-single-transformation">Why can’t I select multiple events or destinations in a single transformation?</h3> <p>In early transformations prototypes, Segment allowed users to select multiple events and destinations for a single transformation rule. Segment realized, however, that this created a structure that was impossible to scale, and likely to generate unintended consequences. For example, if Segment allows multiple track events to be selected for a property name change, it’d be possible to create conflicting changes. Instead, by enforcing a single event, Segment can check to see if a transformation rule exists and smartly link you to that rule using a warning.</p> <h3 id="what-permissions-are-required-to-create-and-edit-transformations">What permissions are required to create and edit transformations?</h3> <p>Only workspace admins are allowed to create transformations.</p> <h3 id="what-permissions-are-required-to-view-transformations">What permissions are required to view transformations?</h3> <p>All users with Protocols admin or read-only permissions can view transformations.</p> <h3 id="why-cant-segment-support-transformations-for-device-mode-destinations">Why can’t Segment support transformations for device-mode destinations?</h3> <p>Transformations introduce advanced logic that at scale may impact performance of client-side libraries. If you are interested in testing new functionality which supports device-mode destination transformations in analytics.js, contact your account rep.</p> <h3 id="are-destination-filters-applied-before-or-after-my-protocols-transformations">Are Destination Filters applied before or after my Protocols Transformations?</h3> <p>That depends. If you are working with source-level Transformations, the Protocols conversion will come first. If you are dealing with a destination scoped transformation (which is set to only impact data going to a specific destination), Destination Filters will be applied prior to Protocols Transformations.</p> <h3 id="why-do-i-need-protocols-to-use-transformations">Why do I need Protocols to use transformations?</h3> <p>Transformations are but one tool among many to help you improve data quality. Segment highly recommends that all customers interested in improving data quality start with a well defined Tracking Plan. The Tracking Plan serves as a roadmap for how you want to collect data. Without a clear roadmap, it’s nearly impossible to build alignment around how transformations should be used to improve data quality, leading to more data quality issues than it solves.</p> <h3 id="are-transformations-applied-when-using-the-event-tester">Are transformations applied when using the Event Tester?</h3> <p>Transformations are not applied to events sent through the <a href="/docs/connections/test-connections/">Event Tester</a>. The Event Tester operates independently from the Segment pipeline, focusing solely on testing specific connections to a destination. For a transformation to take effect, the event must be processed through the Segment pipeline.</p> <h3 id="why-am-i-getting-the-error-rules-must-contain-less-than-or-equal-to-200-items-when-using-the-public-api-can-i-increase-this-limit">Why am I getting the error “rules must contain less than or equal to 200 items” when using the Public API? 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