How Segment Works
In a nutshell, the Segment libraries (Sources) generate messages about what’s happening in your site or app, and send them to the Segment servers. Segment then translates the content of those messages into different formats for use by other tools (which Segment calls Destinations), and sends the translated messages to those tools. The Segment servers also archive a copy of the data, and can send data to your storage systems (such as databases, warehouses, or bulk-storage buckets).
Once you’ve collected your interaction data, there are several different actions you can take:
- Send it to Destinations, which receive the data from any number of sources in real time
- Send it to Warehouses and other bulk storage tools, which hold your raw event schemas and update on regular intervals
- Enrich the customer data you collect by connecting data from your other tools, and then collect it in a warehouse to monitor performance, inform decision-making processes, and create uniquely customized user experiences.
- Use Engage, Twilio’s marketing automation tool, to build marketing campaigns personalized to your audience.
Sources for collecting data
You can collect data by implementing Segment’s tracking libraries as your Sources:
- The Segment Mobile SDKs are the best way to simplify tracking in your iOS, Android, and Xamarin apps. Segment recommends them over server-side sources as the default installation for any mobile app.
- Server-side sources let you send analytics data directly from your servers when client-side tracking doesn’t work, or when you’re sending mission-critical data like revenues.
Sources for unique cases
Segment also offers these other source libraries to cover less straightforward cases:
- Use the HTTP Tracking API if Segment doesn’t offer a library for your specific environment yet.
- The Pixel Tracking API lets you track events from environments where you can’t execute code - for example, tracking when an email was opened.
- The Querystring API lets you use querystrings to load API methods when a user first visits a Segment-enabled site. Use this API for tracking events like email clicks and identifying users associated with those clicks on the destination page.
Cloud App Sources
Segment also offers Cloud App Sources to integrate data from your third-party tools:
- Object Cloud Sources can import third party tool data directly into your Segment warehouse, but can’t stream that data into your other Segment destinations. Make sure you enable a Segment warehouse before you enable an object cloud source.
- Event Cloud Sources don’t just import third party tool data into your Segment warehouse, they also send event data in real-time to your other Segment destinations. You don’t need to set up a data warehouse to send Event Cloud Source data to your destinations.
How you can track data
When you collect data using device-based libraries, you can choose between these two different connection modes:
- Cloud-mode is where the library sends the data directly to the Segment servers which then translate and forward it.
- Device-mode is where the library sends the data both directly to the Segment servers, and also to the servers for the destination tool. Device-mode sometimes requires some additional set-up steps, but can unlock rich device data.
Although there are some tradeoffs between the two approaches, neither is better than the other, and Segment recommends that you implement a mix of both. In general, more direct interaction data is available using a device-based library, but server-based collection is more secure, reliable, and can’t be blocked by ad blockers.
The Segment Methods
The Segment libraries generate messages about what happens on your interface, translate those messages into different formats for use by destinations, and transmit the messages to those tools.
There are several tracking API methods, that you can call to generate messages. The four most important methods are:
- Identify: Who is the user?
- Page and Screen: What web page or app screen are they on?
- Track: What are they doing?
Every call shares the same common fields. When you use these methods as intended, it allows Segment to detect a specific type of data and correctly translate it to send it on to downstream destinations.
Where you can send data
Segment maintains a catalog of destinations where you can send your data.
This page was last modified: 27 Sep 2022
Questions? Problems? Need more info? Contact Segment Support for assistance!