Segment Setup & Implementation
What to Capture
- Summarize how Segment is deployed across web, mobile, and server environments.
- Log which teams own implementation tasks, approvals, and QA checkpoints.
- Reference the tracking plan, access notes, and timeline documents that live outside this hub.
Implementation Phases
Discovery & Access
- Confirm which accounts, projects, or workspaces must be provisioned before work begins.
- Document data retention or privacy constraints that influence the rollout approach.
- Capture upstream dependencies such as consent management, tag manager ownership, or SDK version requirements.
Instrumentation Build
- Outline the order of operations for installing the base tag or SDK, enabling modules, and configuring environments.
- Call out naming conventions for events, properties, or collections that keep Segment aligned with your internal standards.
- Track cross-functional deliverables (copywriting, design, engineering) that impact instrumentation readiness.
QA & Launch
- Describe the smoke tests required in each environment prior to go-live.
- Note who signs off on data validation, privacy checks, and release communication.
- Plan post-launch monitoring windows and rollback triggers if issues appear.
Deployment Artifacts
- Tracking plan: link to the spreadsheet or doc that defines the schema for this engagement.
- Implementation tickets: reference Jira/Asana/ClickUp tasks that orchestrate the build.
- Environment matrix: record URLs, credentials, and feature flags that matter during rollout.
Linked Runbooks
- Install or Embed the Tag or SDK — installation paths and validation notes.
- Event Tracking — event catalogs, parameter expectations, and QA references.
- Data Layer Setup — how data is prepared before Segment receives it.
- Cross-Domain Tracking — requirements when journeys span multiple domains or apps.
- Server-Side vs Client-Side — architectural decisions and constraints.
Change Log & Owners
- Maintain the latest update date, author, and outstanding TODOs for this section.
- Record open questions that need stakeholder input before the next implementation cycle.