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Copy file name to clipboardExpand all lines: src/connections/spec/ecommerce-tracking-plan.md
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Without taking this critical step of mapping out key customer events, businesses often spend too much time revisiting their data model or analyzing impartial data sets. Instead they could spend that time understanding and addressing customers' needs.
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_Want to get started immediately?_[Download our e-commerce tracking plan template](https://docs.google.com/spreadsheets/d/11ARNB8AhTp1WgXtICwOGfLS7ZIoxhRUXbAKP4FnkmnE/edit?usp=sharing).
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_Want to get started immediately?_[Download our e-commerce tracking plan template](https://docs.google.com/spreadsheets/d/1lzvjMr5WlOR89on7XeFYCIFji6w02zK1yQeei0iu5wQ/edit?usp=sharing).
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[Talk to a product specialist today](https://segment.com/contact/sales)_about building a clean, high-quality data spec so you can focus on brand engagement and sales growth._
Copy file name to clipboardExpand all lines: src/getting-started/03-planning-full-install.md
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- How do people discover, start using, and paying for your product?
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- What are the most important steps in a customer's journey?
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While it may seem obvious, we highly recommend documenting your high-level business objectives (see [the Goals tab in Google Sheet Tracking Plan](https://docs.google.com/spreadsheets/d/1ZHGfNrCxBQbEyevmVxNoU0DGjb8cJMro1iwIRZLWjPw/view) template). More specifically, ask yourself: what are the measurable business outcomes you want to achieve this year? Do you want to acquire new customers? Generate more new sign-ups, drive more incremental revenue among your current customer base?
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While it may seem obvious, we highly recommend documenting your high-level business objectives (see [the Goals tab in Google Sheet Tracking Plan](https://docs.google.com/spreadsheets/d/1TA6qTcDHoZzsG7-C6p5yHGximDxqoNtizguKs7Z0av4/view) template). More specifically, ask yourself: what are the measurable business outcomes you want to achieve this year? Do you want to acquire new customers? Generate more new sign-ups, drive more incremental revenue among your current customer base?
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The best way to answer this question is to interview stakeholders in your organization who will consume the data.
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When you're first starting out, we recommend that you limit your tracking plan to a few core events, but add lots of properties to provide context about them. We generally see more success with the “less is more” philosophy of tracking data, but you might also decide to take a more liberal “track more and analyze later” approach. Like everything, each alternative has pros and cons that are important to consider especially as it relates to your company’s needs.
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If you're having trouble starting out, we recommend that you look at our free [Tracking Plan spreadsheet template](https://docs.google.com/spreadsheets/d/1ZHGfNrCxBQbEyevmVxNoU0DGjb8cJMro1iwIRZLWjPw/view) for inspiration. (We'll talk more about Tracking Plans [below](#develop-a-tracking-plan).)
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If you're having trouble starting out, we recommend that you look at our free [Tracking Plan spreadsheet template](https://docs.google.com/spreadsheets/d/1TA6qTcDHoZzsG7-C6p5yHGximDxqoNtizguKs7Z0av4/view) for inspiration. (We'll talk more about Tracking Plans [below](#develop-a-tracking-plan).)
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### Shortcut! Check if a Business Spec meets your needs
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### Using the Tracking Plan Google Sheets template
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To help you get started, we developed a Tracking Plan template in [Google Sheets](https://docs.google.com/spreadsheets/d/1ZHGfNrCxBQbEyevmVxNoU0DGjb8cJMro1iwIRZLWjPw/view).
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To help you get started, we developed a Tracking Plan template in [Google Sheets](https://docs.google.com/spreadsheets/d/1TA6qTcDHoZzsG7-C6p5yHGximDxqoNtizguKs7Z0av4/view).
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The template includes all of our Business-case ("semantic") Specs (which we mentioned [above](#shortcut-check-if-a-business-spec-meets-your-needs)) as tabs, including [eCommerce](/docs/connections/spec/ecommerce/v2/), [B2B SaaS](/docs/connections/spec/mobile/), [Mobile](/docs/connections/spec/mobile/) and [Video](/docs/connections/spec/video/), and a collection of common properties.
Copy file name to clipboardExpand all lines: src/guides/how-to-guides/forecast-with-sql.md
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The first step in creating the BTYD model is to get historic purchasing data of at least a month. In our analysis, we'll use data from the past six months. The data must include the columns `userId` (email is cool, too, which we'll use in our example below), number of purchases within the specified time window, days since last purchase, and days since first purchase.
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Then, we'll use [this Google Sheet](https://docs.google.com/spreadsheets/d/1hcl5nI2KoPhtAMneDGQc_eRUNVaktYtx8p_06YT5fNU/edit#gid=0), which provides all of the complex calculations for estimating the model parameters, as well as forecasting the future sales of each customer. This sheet is View Only, so be sure to copy it entirely so you can use it.
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Then, we'll use [this Google Sheet](https://docs.google.com/spreadsheets/d/1GteY4X443TLaMfJWvEiC4hHVdLyHiGaA5aGgHCYkmQM/edit#gid=0), which provides all of the complex calculations for estimating the model parameters, as well as forecasting the future sales of each customer. This sheet is View Only, so be sure to copy it entirely so you can use it.
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To retrieve a table with the right columns for analysis, let's use the follow SQL query:
Copy file name to clipboardExpand all lines: src/partners/checklist.md
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- Write docs
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- For your docs site about Segment integration
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- For https://segment.com/docs/ about your integration ([HackMD template](https://hackmd.io/t7amLXluS7-39rg7ARZgSA))
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- For https://segment.com/catalog/ about your integration ([Google Docs template](https://docs.google.com/document/d/1kvAvAHLyM3pOq-lBcZJhP_X_KivHlk1eiFy-5ERWDXc/edit))
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- For https://segment.com/catalog/ about your integration ([Google Docs template](https://docs.google.com/document/d/1kKvqYtZeDPnBjvCrtQSuO3BBH70b_CLO13hYrYIOOtA/edit))
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- Write launch marketing content
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- All signup, API key and data delivery matches test
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- Review catalog information partner submitted using [Google Docs Template](https://docs.google.com/document/d/1kvAvAHLyM3pOq-lBcZJhP_X_KivHlk1eiFy-5ERWDXc/edit)
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- Review catalog information partner submitted using [Google Docs Template](https://docs.google.com/document/d/1kKvqYtZeDPnBjvCrtQSuO3BBH70b_CLO13hYrYIOOtA/edit)
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- Verify that in-app catalog entry renders correctly
Copy file name to clipboardExpand all lines: src/partners/index.md
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Finally, make sure you prepare documentation and relevant marketing material for easy discovery and reference. We ask that you provide the following documentation about your integration by making a copy of the below templates:
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1. Documentation [hosted by Segment](https://segment.com/docs/) for [Subscription / Plugin](https://hackmd.io/t7amLXluS7-39rg7ARZgSA) or [Stream](https://hackmd.io/TV8cZR6tRnKwGtkvSexeag)
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2. Documentation for [the Segment catalog](https://segment.com/catalog/) using [this template](https://docs.google.com/document/d/1kvAvAHLyM3pOq-lBcZJhP_X_KivHlk1eiFy-5ERWDXc/edit))
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2. Documentation for [the Segment catalog](https://segment.com/catalog/) using [this template](https://docs.google.com/document/d/1kKvqYtZeDPnBjvCrtQSuO3BBH70b_CLO13hYrYIOOtA/edit))
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3. Documentation hosted on your own website about your new Segment integration
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4. Draft blog post announcing your new integration
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-**Segment Documentation:** Using these templates ([subscription](https://hackmd.io/t7amLXluS7-39rg7ARZgSA?both=)/[stream](https://hackmd.io/TV8cZR6tRnKwGtkvSexeag), document how our mutual customers can use your integration.
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-**Your Documentation:** Similar to the above but hosted on your own website.
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-**Catalog Details:** Details for our [catalog](https://segment.com/catalog) material including screenshots by making a copy of [this template](https://docs.google.com/document/d/1kvAvAHLyM3pOq-lBcZJhP_X_KivHlk1eiFy-5ERWDXc/copy).
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-**Catalog Details:** Details for our [catalog](https://segment.com/catalog) material including screenshots by making a copy of [this template](https://docs.google.com/document/d/1kKvqYtZeDPnBjvCrtQSuO3BBH70b_CLO13hYrYIOOtA/copy).
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-**Integrations / Partners Page:** Add your Segment integration to your integrations or partners page, like [this](https://success.clearbrain.com/connections/import-connections/connect-to-your-data-in-segment).
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-**Blog Post:** Publish a launch blog post about your integration, like [this](https://www.kustomer.com/blog/kustomer-segment-integration/). Make sure you share it on Twitter and LinkedIn too! (If you don't have a blog, an email is okay)
Copy file name to clipboardExpand all lines: src/protocols/apis-and-extensions/index.md
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Thousands of Segment customers have used Google Sheets to build Tracking Plans. We created the following template to help you draft a Tracking Plan and easily upload that Tracking Plan to Segment. Keep in mind that uploading changes from Google Sheets will overwrite any changes made in the Segment UI.
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[View the Google Sheets Tracking Plan template here](https://docs.google.com/spreadsheets/u/1/d/1ZHGfNrCxBQbEyevmVxNoU0DGjb8cJMro1iwIRZLWjPw/copy). Feel free to make a copy!
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[View the Google Sheets Tracking Plan template here](https://docs.google.com/spreadsheets/u/1/d/1TA6qTcDHoZzsG7-C6p5yHGximDxqoNtizguKs7Z0av4/copy). Feel free to make a copy!
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To upload your Tracking Plan directly from Google Sheets, follow these steps:
Copy file name to clipboardExpand all lines: src/protocols/faq.md
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### Can I duplicate a Tracking Plan in the Segment UI?
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You cannot currently duplicate Tracking Plans in the Segment web app. Instead, we recommend using the [Tracking Plan API](/docs/protocols/apis-and-extensions/) to copy the underlying JSON schema from one Tracking Plan to another. You can also use our [Google Sheets uploader](https://docs.google.com/spreadsheets/u/1/d/1ZHGfNrCxBQbEyevmVxNoU0DGjb8cJMro1iwIRZLWjPw/copy) to duplicate events from one Tracking Plan into another.
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You cannot currently duplicate Tracking Plans in the Segment web app. Instead, we recommend using the [Tracking Plan API](/docs/protocols/apis-and-extensions/) to copy the underlying JSON schema from one Tracking Plan to another. You can also use our [Google Sheets uploader](https://docs.google.com/spreadsheets/u/1/d/1TA6qTcDHoZzsG7-C6p5yHGximDxqoNtizguKs7Z0av4/copy) to duplicate events from one Tracking Plan into another.
Copy file name to clipboardExpand all lines: src/protocols/tracking-plan/best-practices.md
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## Define Business Objectives
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While it may seem obvious, we highly recommend documenting your high level business objectives (see [Goals tab in Google Sheet Tracking Plan](https://docs.google.com/spreadsheets/d/1ZHGfNrCxBQbEyevmVxNoU0DGjb8cJMro1iwIRZLWjPw/view){:target="_blank"} template). More specifically, what are the measurable business outcomes you want to achieve this year. Are you looking to acquire new customers, activate new signups, drive incremental revenues among your current customer base, etc? Answering this question is best done by interviewing stakeholders who would consume the data in your organization.
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While it may seem obvious, we highly recommend documenting your high level business objectives (see [Goals tab in Google Sheet Tracking Plan](https://docs.google.com/spreadsheets/d/1TA6qTcDHoZzsG7-C6p5yHGximDxqoNtizguKs7Z0av4/view){:target="_blank"} template). More specifically, what are the measurable business outcomes you want to achieve this year. Are you looking to acquire new customers, activate new signups, drive incremental revenues among your current customer base, etc? Answering this question is best done by interviewing stakeholders who would consume the data in your organization.
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With your business goals documented, you now need to map user actions to those business goals. For example, if one of your goals is to activate new signups, you want to think about which activities are related to a signup. Ask yourself, what actions do people take before signing up? Are there specific actions that can predict a user signing up?
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## Tracking Plan Google Sheets Template
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To help you get started, we developed a Tracking Plan template in [Google Sheets](https://docs.google.com/spreadsheets/d/1ZHGfNrCxBQbEyevmVxNoU0DGjb8cJMro1iwIRZLWjPw/view). The template includes all of our semantic specs including [eCommerce](/docs/connections/spec/ecommerce/v2/), [B2B SaaS](/docs/connections/spec/mobile/), [Mobile](/docs/connections/spec/mobile/) and [Video](/docs/connections/spec/video/), and a collection of common properties.
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To help you get started, we developed a Tracking Plan template in [Google Sheets](https://docs.google.com/spreadsheets/d/1TA6qTcDHoZzsG7-C6p5yHGximDxqoNtizguKs7Z0av4/view). The template includes all of our semantic specs including [eCommerce](/docs/connections/spec/ecommerce/v2/), [B2B SaaS](/docs/connections/spec/mobile/), [Mobile](/docs/connections/spec/mobile/) and [Video](/docs/connections/spec/video/), and a collection of common properties.
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We highly recommend you start by [defining your business objectives](/docs/protocols/tracking-plan/best-practices/#define-business-objectives), and have included a template in the **Goals** tab to guide that process.
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