Drag and Drop Editor | Segment Documentation

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18V3.75l.15-.2.6.45-.6-.45v-.001l.002-.001.002-.003.006-.009.02-.025.067-.081c.056-.067.137-.16.243-.27.212-.22.523-.513.935-.823A8.473 8.473 0 0114.377.76c1.603-.267 2.832-.137 3.68.075.423.106.748.23.974.335a3.608 3.608 0 01.37.196l.008.005.004.003.002.001.001.001L19 2zm-8.358 16.388z"/> <path fill-rule="evenodd" clip-rule="evenodd" d="M2.307 2.29c.652-.163 1.673-.283 3.07-.05a6.973 6.973 0 013.048 1.297 6.235 6.235 0 01.825.739v11.74c-.821-.72-2.03-1.49-3.627-1.756-1.56-.26-2.748-.263-3.56-.195-.112.01-.216.02-.313.031V11H.25v5.04l.983-.327h.001l.032-.01c.033-.008.09-.023.168-.04.158-.032.41-.074.753-.103.688-.057 1.75-.06 3.19.18 1.316.22 2.313.879 2.991 1.5.338.31.591.606.758.82a4.86 4.86 0 01.224.314l.007.012h.001L10.75 18V3.75l-.15-.2L10 4l.6-.45v-.001l-.002-.001-.002-.003-.007-.009-.019-.025a5.64 5.64 0 00-.31-.351 7.734 7.734 0 00-.935-.823A8.473 8.473 0 005.623.76C4.02.493 2.791.623 1.943.835a5.61 5.61 0 00-.974.335 3.626 3.626 0 00-.37.196l-.008.005-.004.003-.002.001S.584 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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 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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 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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 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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" 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00-.37.196l-.008.005-.004.003-.002.001S.584 1.376 1 2l-.416-.624-.334.223V5h1.5V2.467c.141-.056.327-.12.557-.177zm-.898.339l.001-.001H1.41zm7.95 15.76z"/> <path fill-rule="evenodd" clip-rule="evenodd" d="M18.75 14.844v5.006l-8.843-1.106.186-1.488 7.157.894v-3.306h1.5z" /> <path fill-rule="evenodd" clip-rule="evenodd" d="M2.75 18.29V15h-1.5v5.022l8.857-1.28-.214-1.484L2.75 18.29z" /> </svg> </span> <span class="flex__column">Guides</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/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> </ul> </li> </ul> </li>  <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" 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class="mobile-menu-side"> <p class="destination-menu__title">On this page</p> <ul class="mobile-menu-side__list"> <li><a href="#left-sidebar" class="mobile-menu-side__link">Left sidebar</a></li> <li><a href="#email-canvas" class="mobile-menu-side__link">Email canvas</a></li> <li><a href="#design-for-desktop-or-mobile" class="mobile-menu-side__link">Design for desktop or mobile</a></li> <li><a href="#add-content-modules" class="mobile-menu-side__link">Add content modules</a></li> <li><a href="#add-blank-columns-or-predefined-content-blocks" class="mobile-menu-side__link">Add blank columns or predefined content blocks</a></li> <li><a href="#email-body-attributes" class="mobile-menu-side__link">Email body attributes</a></li> <li><a href="#add-an-image" class="mobile-menu-side__link">Add an image</a></li> <li><a href="#upload-an-image" class="mobile-menu-side__link">Upload an image</a></li> <li><a href="#link-actions" class="mobile-menu-side__link">Link actions</a></li> <li><a href="#add-unsubscribe-links" class="mobile-menu-side__link">Add unsubscribe links</a></li> <li><a href="#add-a-manage-preference-link" class="mobile-menu-side__link">Add a manage preference link</a></li> <li><a href="#personalize-with-merge-tags" class="mobile-menu-side__link">Personalize with merge tags</a></li> <li><a href="#content-validation" class="mobile-menu-side__link">Content validation</a></li> <li><a href="#save-the-template" class="mobile-menu-side__link">Save the template</a></li> <li><a href="#next-steps" class="mobile-menu-side__link">Next steps</a></li> </ul> <hr class="mobile-menu-side__divider"> </div> <div class="markdown" data-headings-anchors> <div class="premonition info"><div class="fa fa-info-circle"></div><div class="content"><p>Engage Premier entered an End of Sale (EOS) period effective June 10, 2024. Existing Segment customers will continue to have access and support to Engage Premier until an end-of-life (EOL) date is announced. We recommend exploring the following pages in preparation of a migration or future MCM needs:</p> <p><a href="https://www.twilio.com/en-us/sendgrid/marketing-campaigns">Twilio Marketing Campaigns</a></p> <p>Preferred ISV Partners:</p> <p><a href="https://www.twilio.com/en-us/blog/airship-integrated-customer-experience" target="_blank">Airship Blog</a> <br /> <a href="https://www.twilio.com/en-us/blog/bloomreach-ecommerce-personalization" target="_blank">Bloomreach Blog</a> <br /> <a href="https://www.twilio.com/en-us/blog/braze-conversational-marketing-campaigns" target="_blank">Braze Blog</a> <br /> <a href="https://www.twilio.com/en-us/blog/insider-cross-channel-customer-experience" target="_blank">Insider Blog</a> <br /> <a href="https://www.twilio.com/en-us/blog/klaviyo-powering-smarter-digital-relationships" target="_blank">Klaviyo Blog</a> <br /> <a href="/docs/engage/quickstart/">Twilio Engage Foundations Documentation</a> <br /></p> </div></div> <p>Use Twilio Engage to build email templates with a <em>what you see is what you get</em> (WYSIWYG) Drag and Drop Editor. Use drag and drop tools to design the template layout and include user profile traits to personalize the message for each recipient.</p> <p>You can navigate to the Drag and Drop Editor from the <strong>Select Editor</strong> screen:</p> <ul> <li>When you build a new email template or edit an existing one.</li> <li>From a Send Email step in a Journey.</li> </ul> <p>From the <strong>Select Editor</strong> screen, select <strong>Drag and Drop Editor</strong> and click <strong>Build Email</strong>.</p> <p>The Drag and Drop Editor consists of a <a href="#left-sidebar">left sidebar</a> with design modules and an <a href="#email-canvas">email canvas</a>.</p> <h2 id="left-sidebar">Left sidebar</h2> <p>The left sidebar contains the following tools:</p> <ul> <li><a href="#add-content-modules">Content</a></li> <li><a href="#add-blank-columns-or-predefined-content-blocks">Blocks</a></li> <li><a href="#email-body-attributes">Body</a></li> <li><a href="#add-an-image">Images</a></li> <li><a href="#upload-an-image">Uploads</a></li> </ul> <p>Click and drag the tools you want to use from the left sidebar in the email canvas.</p> <h2 id="email-canvas">Email canvas</h2> <p>Use the canvas to organize and preview the email template for both desktop and mobile. Drag and drop content modules from the sidebar into the canvas and arrange the layout as desired.</p> <p>Select content in the canvas and return to the left sidebar to set properties for the selected content.</p> <h2 id="design-for-desktop-or-mobile">Design for desktop or mobile</h2> <p>Navigate between desktop or mobile to design the email template for both formats. Toggle between desktop or mobile in the left sidebar or use the buttons in the bottom right corner of the email canvas.</p> <div class="premonition info"><div class="fa fa-info-circle"></div><div class="content"><p>Mobile view doesn’t contain all design options that are available for desktop. For example, upload image capabilities are only available when you edit for desktop. However, content that you add for desktop will also display for mobile devices by default. See <a href="#add-content-modules">content modules</a> for more on content that’s only available to edit for desktop.</p> </div></div> <h3 id="responsive-design">Responsive design</h3> <p>Use responsive design settings in the sidebar to hide specific content for either desktop or mobile.</p> <h2 id="add-content-modules">Add content modules</h2> <p>Select from the following content modules:</p> <table> <thead> <tr> <th>Module</th> <th> </th> <th>Description</th> </tr> </thead> <tbody> <tr> <td>Columns</td> <td> </td> <td>Adds columns to the email body. After you place a column in the email canvas, use the left sidebar to set column and row properties, as well as responsive design settings. <br /><br /> Columns allow you to organize the email layout by adding sections to drop other content modules in, such as buttons or images.</td> </tr> <tr> <td>Button</td> <td> </td> <td>Use this tool to add a button to the canvas, then edit button properties in the sidebar: <br /><br /> <strong>Action</strong>: Use the Action Type dropdown menu to select the action that occurs when the button is clicked. Learn more about <a href="#link-actions">link actions</a>. <br /> Action properties can only be set when you edit for desktop. <br /><br /> <strong>Button Options</strong>: Select button text and background color along with the width and alignment. <br /><br /> <strong>Spacing</strong>: Set spacing and border attributes for the button. <br /><br /> <strong>General</strong>: Adjust the container padding to determine the amount of space between the button and column border. <br /><br /> <strong>Responsive Design</strong>: Hide the selected button for desktop and mobile.</td> </tr> <tr> <td>Divider</td> <td> </td> <td>The divider separates columns, rows, or content in the email with a visible divider line.</td> </tr> <tr> <td>Heading</td> <td> </td> <td>Adds heading text to the email. Set text properties, add <a href="#link-actions">actionable links</a>, and personalize the text with <a href="#personalize-with-merge-tags">merge tags</a>.</td> </tr> <tr> <td>HTML</td> <td> </td> <td>Use this tool to add HTML to the email body. Note that you can only add HTML when you edit for desktop.</td> </tr> <tr> <td>Image</td> <td> </td> <td>Adds an image. You can format <a href="#add-an-image">image properties</a> and <a href="#link-actions">add a link</a>. Image uploads are only available when you edit for desktop.</td> </tr> <tr> <td>Menu</td> <td> </td> <td>Adds a responsive menu to the email. After you add a menu to the canvas, edit the following properties: <br /><br /> <strong>Menu Items</strong> (desktop only)<br />To add menu options: <br />1. Click <strong>Add New Item</strong>. <br />2. Enter the menu text. <br />3. Select the <a href="#link-actions">action type</a> that occurs when you click on the menu option. <br /><br /> <strong>Styles</strong>: Menu style for font, layout, padding, and more. <br /><br /> <strong>General</strong>: Properties for the menu container padding. <br /><br /> <strong>Responsive Design</strong>: Hide the selected menu for desktop or mobile.</td> </tr> <tr> <td>Text</td> <td> </td> <td>Adds a text section to the email. Set text properties and include actionable links. Add <a href="#personalize-with-merge-tags">merge tags</a> to personalize the email with user profile traits.</td> </tr> </tbody> </table> <h2 id="add-blank-columns-or-predefined-content-blocks">Add blank columns or predefined content blocks</h2> <p>Use the Blocks tool to add both blank columns and pre-existing content blocks to the email. Drag empty column blocks in the canvas to organize the layout, then drag and drop <a href="#add-content-modules">content tools</a> inside the column blocks.</p> <p>Predefined content blocks allow you to add content such as:</p> <ul> <li>Unsubscribe blocks</li> <li>Heading blocks</li> <li>Image blocks</li> <li>Saved blocks</li> </ul> <h2 id="email-body-attributes">Email body attributes</h2> <p>Use the body tool to apply general style and link attributes to the entire email canvas.</p> <p>Email body attributes include:</p> <ul> <li>Text and background color</li> <li>Content width and alignment</li> <li>Font family</li> <li>Link color and underline</li> </ul> <div class="premonition info"><div class="fa fa-info-circle"></div><div class="content"><p>To modify style attributes for specific content in the email, select a content block in the canvas and edit attributes in the left sidebar.</p> </div></div> <h2 id="add-an-image">Add an image</h2> <p>Use the images tool to add images to your email. Scroll through available images in the left sidebar or use the search tool.</p> <p>Select and drag and image into the canvas, then return to the sidebar to set image properties:</p> <table> <thead> <tr> <th>Image Property</th> <th> </th> <th>Description</th> </tr> </thead> <tbody> <tr> <td>Image</td> <td> </td> <td>Upload a new image (up to 10 MB), add an image url, and adjust the image width. You can also add alternate text to display with the image.</td> </tr> <tr> <td>Action</td> <td> </td> <td>Use the image link drop-down menu to select <a href="#link-actions">link actions</a> that occur when a recipient clicks on an image.</td> </tr> <tr> <td>General</td> <td> </td> <td>Adjust container padding, which determines the amount of space between the image and column border.</td> </tr> <tr> <td>Responsive Design</td> <td> </td> <td>Hide selected images for an email viewed on either desktop or mobile.</td> </tr> </tbody> </table> <h2 id="upload-an-image">Upload an image</h2> <p>Use the Uploads tool to upload an image for the email template. Click <strong>Upload Image</strong> to select an image stored locally or drag and drop images in the sidebar dropzone.</p> <div class="premonition info"><div class="fa fa-info-circle"></div><div class="content"><p>The maximum image file size you can upload is 10 MB.</p> </div></div> <h2 id="link-actions">Link actions</h2> <p>Use the <strong>Action Type</strong> drop down menu in the sidebar to select the action that occurs when a recipient clicks on the link, button, or image in the email template.</p> <p>Select from the following link actions:</p> <ul> <li><strong>Open Website</strong>: Directs you to a website. Enter a URL and choose to open the website in the same tab or a new one.</li> <li><strong>Send Email</strong>: Sends an email based on the email recipient, subject, and body you enter.</li> <li><strong>Call Phone Number</strong>: Makes a phone call to the number you enter.</li> <li><strong>Send SMS</strong>: Sends an SMS message to the phone number you enter.</li> </ul> <h2 id="add-unsubscribe-links">Add unsubscribe links</h2> <p>It’s always best practice to include an unsubscribe link in the emails you build. Engage adds an unsubscribe link to templates, which you can edit at any time. For more on email unsubscribe links, view SendGrid’s <a href="https://sendgrid.com/blog/managing-your-marketing-email-unsubscribes/" target="blank">best practices</a>.</p> <p>Add an unsubscribe link as a button:</p> <ol> <li>Select the button in the email canvas and navigate to Action settings in the left sidebar.</li> <li>Set Action Type to <strong>Open Website</strong>.</li> <li>Click <strong>Special Links > Unsubscribe</strong>.</li> </ol> <p>Add an unsubscribe link to text:</p> <ol> <li>Select the text that you want to convert to an unsubscribe link.</li> <li>Click the link icon in the text toolbar.</li> <li>In the Insert/Edit link window, set Action Type to <strong>Open Website</strong>.</li> <li>Click <strong>Special Links > Unsubscribe</strong>, then click <strong>Save</strong>.</li> </ol> <p>You can alternatively add a <a href="#add-blank-columns-or-predefined-content-blocks">predefined unsubscribe</a> link content block.</p> <h2 id="add-a-manage-preference-link">Add a manage preference link</h2> <p>Engage also adds a manage preference link to templates. The manage preference link lets your customers opt in and out of email groups on an individual basis instead of unsubscribing from all your campaigns. For more information, see <a href="/docs/engage/user-subscriptions/subscription-groups/">subscription groups</a>.</p> <h2 id="personalize-with-merge-tags">Personalize with merge tags</h2> <p>Add merge tags in the Drag and Drop Editor to personalize your message with user profile traits.</p> <ol> <li>Select any heading or body text in the email canvas. From the text toolbar, click <strong>Merge Tags</strong>.</li> <li>Select the profile traits to include from the drop down menu.</li> <li>Based on cursor placement, Engage adds merge tags to your email template.</li> </ol> <p>Engage supports liquid templating to create dynamic content in the email design editor and the SMS editor.</p> <p>For example, use <code class="language-plaintext highlighter-rouge">{% if %}</code>, <code class="language-plaintext highlighter-rouge">{% elseif %}</code>, and <code class="language-plaintext highlighter-rouge">{% else %}</code> tags to call a product by name if known, or use a default message:</p> <div class="language-plaintext highlighter-rouge"><div class="highlight"><pre class="highlight"><code>{% if profile.traits.product_title == "Sneakers" %} Hey, view our latest sneakers! {% elsif profile.traits.product_title == "Sandals" %} Hey, check out these sandals! {% else %} Hey, check out our latest footwear. {% endif %} </code></pre></div></div> <p>To view more examples related to your use case, visit the <a href="https://liquidjs.com/tags/if.html" target="blank">LiquidJS docs</a>.</p> <h2 id="content-validation">Content validation</h2> <p>For all content editors in Engage, you’ll see alerts for any issues in your template, such as invalid profile traits or incorrect <a href="https://liquidjs.com/tags/overview.html" target="blank">liquid syntax</a>. Engage both flags template issue(s), and displays recommended next steps. While you can save these templates, you must fix any issues before using them in Engage campaigns.</p> <h2 id="save-the-template">Save the template</h2> <p>After you design the email, click <strong>Create Email Template</strong>.</p> <h2 id="next-steps">Next steps</h2> <ul> <li> <p>Learn more about <a href="/docs/engage/content/email/template/">building email templates</a> to include in your Engage campaigns.</p> </li> <li> <p>You can learn about the <a href="/docs/engage/content/email/html-editor">HTML Editor</a> for both code and visual editing capabilities from a single view.</p> </li> </ul> <div class="premonition warning"><div class="fa fa-exclamation-circle"></div><div class="content"><p>once you create an email with the Drag and Drop Editor, you can’t modify it with the HTML Editor, and vice versa.</p> </div></div> </div> <p class="last-modified">This page was last modified: 15 Jul 2024</p> <hr> <div class="flex flex--wrap waffle waffle--large waffle--xxlarge@medium"> <div class="flex__column flex__column--12 flex__column--4@medium flex"> <div class="feedback-box flex flex--stack flex--justify waffle waffle--large@medium"> <div class="flex__column flex__column--shrink"> <div class="feedback-box__content"> <h3>Need support?</h3> <p>Questions? 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