Twilio Segment

Twilio Segment is a Customer Data Platform (CDP) that collects customer data across websites, apps, and other sources, then routes it to destinations like Bloomreach for analytics and campaign execution. This guide covers how to set up the integration and use it to target potential buyers with cross-channel mobile campaigns.

How the integration works

The Bloomreach destination in Twilio Segment maps standard Twilio Segment calls to Bloomreach data structures automatically.

Set up the integration

To start sending data from Twilio Segment to Bloomreach, see the complete destination guide in the Twilio Segment Connections Catalog. It covers the full setup and explains how Twilio Segment data is processed.

Use case — increase conversions

This use case shows you how to combine Twilio Segment and Bloomreach to target inactive users with a push notification and a persistent in-app message, driving them back to your app and increasing conversions.

Prerequisites

• Access to a Twilio Segment account, including Unify (a premium add-on).
• Access to Bloomreach and the App Inbox feature.
• A developer who can access and configure your mobile app's codebase.

Set up data tracking

1. Sign up or log in to the Segment App.
2. Create a source for your mobile app. A Source is where events—such as Application Opened or Feature Used—are collected and sent to Twilio Segment. For mobile push notifications, start with an iOS or Android Source.
3. Implement events by bundling Twilio Segment's Android or iOS SDK with your app. Events are actions performed by users, such as screen views or button clicks. For setup guidance, see Source documentation.

Track the following events to understand how users interact with your app.

Send an identify call each time a user registers, logs in, or updates their information.

Connect Bloomreach as a Twilio Segment

1. In Segment, go to Connections and navigate to Destinations.
2. Click Add Destination and search for "Bloomreach" in the Destinations Catalog.
3. Enter your API key details to enable the destination.

For additional guidance, see the Bloomreach Destination instructions.

Once enabled, Bloomreach receives data from Segment and uses it to build customer profiles and power campaigns.

Create a computed trait and sync it to Bloomreach

A computed trait calculates a value for each user. For example, their most frequently viewed product category. Bloomreach stores this as a static attribute on each customer profile, which you can use to personalize campaigns.

1. In Segment, go to Computed Traits and click New Computed Trait.
2. Build your audience query and preview the results. Click any user to view their full profile.
3. Sync the computed trait to your Bloomreach destination.
4. Set the connection to send identify to send the trait to Bloomreach as a standard attribute.
5. Give the trait a name and description so you can identify it in Bloomreach.

Each customer profile in Bloomreach displays this attribute with a value unique to that user.

Build the cross-channel campaign

This campaign uses two channels working together: a push notification delivers timely content that prompts users to open the app, and a Mobile App Message stays visible inside the app as a persistent reminder for users who don't act immediately.

1. In Bloomreach, go to Scenarios and create a new scenario.

   

2. Add a push notification as your first messaging channel. Select your notification platform (iOS, Android, or Browser Push). Repeat this step for each platform you want to target. For setup guidance, see the Push Notifications documentation.

   

3. Compose your notification: add a title, message, and push icon image.

   

4. Add a Mobile App Message as your second channel. For guidance, see the Mobile App Messaging and App Inbox documentation.

5. In the Interaction section of the Mobile App Message, define what happens when a user taps the message. Choose one of the following:

   1. Open application: Opens the app.
   2. Open browser: Opens a URL in the browser.
   3. Open deeplink: Navigates to a specific location in the app. See how to handle deeplinks.

To do that, navigate the Scenarios page within the Bloomreach Engagement dashboard and create a new Scenario.

Test your messages

Go to the Test tab to preview how your messages look and confirm that personalization tags render correctly before launching.

Launch the campaign

1. Review the complete workflow in the Test tab.
2. Click Start. A confirmation window shows how many customers the scenario will reach.

If you're not yet familiar with scenarios and node structure, see the Scenarios documentation before launching.

Measure conversion

Create a conversion dashboard to track conversion rates and evaluate campaign results. For setup instructions, see how to create a conversion dashboard.

To get a fuller picture of campaign effectiveness, add additional conversion sources to your dashboard . For example, compare campaign vs. non-campaign conversions, or subscribed vs. non-subscribed users.