Segment

Achieving #MarketingAutomation using AutopilotHQ

Some of the key aspects evaluated here: - Ability to integrate with Segment or Zapier - Being multi-channel (Not just Email automation) - Dozens of integrations and capabilities: SFDC, In app messages, SMS, Push Notifications, Direct Mail, Segment Events... - Allowing teams to operate outside of engineering dependencies - Segmentation against user attributes / user traits - Static or Dynamic segments - Concept of user journeys - And more

Combined with Segment and its own sets of integrations and capabilities, AutopilotHQ ended up being a very powerful tool for Product Marketing to use at SmartZip.

Couple of years later, there certainly were some overlap with the features offered by Intercom 's engagement module , but our team kept on using this tool given the greater range of functionality / capabilities.

Back in 2014, I was given an opportunity to re-architect SmartZip Analytics platform, and flagship product: SmartTargeting. This is a SaaS software helping real estate professionals keeping up with their prospects and leads in a given neighborhood/territory, finding out (thanks to predictive analytics) who's the most likely to list/sell their home, and running cross-channel marketing automation against them: direct mail, online ads, email... The company also does provide Data APIs to Enterprise customers.

I had inherited years and years of technical debt and I knew things had to change radically. The first enabler to this was to make use of the cloud and go with AWS, so we would stop re-inventing the wheel, and build around managed/scalable services.

For the SaaS product, we kept on working with Rails as this was what my team had the most knowledge in. We've however broken up the monolith and decoupled the front-end application from the backend thanks to the use of Rails API so we'd get independently scalable micro-services from now on.

Our various applications could now be deployed using AWS Elastic Beanstalk so we wouldn't waste any more efforts writing time-consuming Capistrano deployment scripts for instance. Combined with Docker so our application would run within its own container, independently from the underlying host configuration.

Storage-wise, we went with Amazon S3 and ditched any pre-existing local or network storage people used to deal with in our legacy systems. On the database side: Amazon RDS / MySQL initially. Ultimately migrated to Amazon RDS for Aurora / MySQL when it got released. Once again, here you need a managed service your cloud provider handles for you.

Future improvements / technology decisions included:

Caching: Amazon ElastiCache / Memcached CDN: Amazon CloudFront Systems Integration: Segment / Zapier Data-warehousing: Amazon Redshift BI: Amazon Quicksight / Superset Search: Elasticsearch / Amazon Elasticsearch Service / Algolia Monitoring: New Relic

As our usage grows, patterns changed, and/or our business needs evolved, my role as Engineering Manager then Director of Engineering was also to ensure my team kept on learning and innovating, while delivering on business value.

One of these innovations was to get ourselves into Serverless : Adopting AWS Lambda was a big step forward. At the time, only available for Node.js (Not Ruby ) but a great way to handle cost efficiency, unpredictable traffic, sudden bursts of traffic... Ultimately you want the whole chain of services involved in a call to be serverless, and that's when we've started leveraging Amazon DynamoDB on these projects so they'd be fully scalable.

Adopting Amplitude was one of the best decisions we've made. We didn't try any of the alternatives- the free tier was really generous so it was easy to justify trying it out (via Segment). We've had Google Analytics since inception, but just for logged out traffic. We knew we'd need some sort of #FunnelAnalysisAnalytics solution, so it came down to just a few solutions.

We had heard good things about Amplitude from friends and even had a consultant/advisor who was an Amplitude pro from using it as his company, so he kinda convinced us to splurge on the Enterprise tier for the behavioral cohorts alone. Writing the queries they provide via a few clicks in their UI would take days/weeks to craft in SQL. The behavioral cohorts allow us to create a lot of useful retention charts.

Another really useful feature is kinda minor but kinda not. When you change a saved chart, a new URL gets generated and is visible in your browser (chartURL/edit) and that URL is immediately available to share with your team. It may sound inconsequential, but in practice, it makes it really easy to share and iterate on graphs. Only complaint is that you have to explicitly tag other team members as owners of whatever chart you're creating for them to be able to edit it and save it. I can see why this is the case, but more often than not, the people I'm sharing the chart with are the ones I want to edit it 🤷🏾‍♂️

The Engagement Matrix feature is also really helpful (once you filter out the noisy events). Charts and dashboards are also great and make it easy for us to focus on the important metrics. We've been using Amplitude in production for about 6 months now. There's a bunch of other features we don't use regularly like Pathfinder, etc that I personally don't fully understand yet but I'm sure we'll start using them eventually.

Again, haven't tried any of the alternatives like Heap, Mixpanel, or Kissmetrics so can't speak to those, but Amplitude works great for us.

#analytics analyticsstack

At StackShare we wanted to better understand how are users were interacting with the products that we were building. We decided to use FullStory to record our users' sessions to see the real user experiences that were occurring. This helped us to debug a multitude of front end exceptions that were difficult to find and reproduce. Additionally because we were already using Segment, integrating FullStory was as simple as clicking a button.

One of the challenges we've had to deal with as our product surface area has grown, is identifying and reproducing bugs. We use Sentry for exception monitoring, however, it's usually difficult to try to reproduce bugs. I first heard about FullStory from our friends over at Flexport (check out the Stack Story and you'll hear them mention it: https://stackshare.io/posts/how-flexport-builds-software-to-move-over-1-billion-dollars-in-merchandise). FullStory let's you record user sessions, and play them back to help you identify bugs and UX issues. You're even able to view the console errors live as they happen during the sessions!

We were pretty blown away at how comprehensive the product was at first, and it seems to be getting better every time I use it. Only complaint is that it's super expensive once you're in the hundreds of thousands of sessions so we had to stop trying to record logged out sessions, we only use it for auth'd sessions. We also started out using it via Segment but once we needed to watch out for the number of sessions we were recording we realized that it was impossible to restrict FullStory recordings on a per-page basis without ripping it out of Segment, so we ended up just using their JS snippet and putting that in the Rails views that we wanted to monitor closely.

The ability to share specific portions of sessions, speed them up, skip inactivity, and all sorts of other little features all add up to a really solid product that helps both our PMs and engineers improve our own product much quicker. I officially requested a Sentry + FullStory integration a while back https://twitter.com/yonasbe/status/871987738777616384, still waiting on this! #UserFeedbackAsAService #reproducing-bugs #sessionrecording #bug-squashing

Logging analytics for payment attempts, successes, failures, total revenue, enrollments, project submissions, etc. Segment

For Adding event tagging and not having to add all the apis I am testing just channel them Segment

Instead of going back and forth integrating 3rd party scripts, Segment let me set up tracking once then I could switch all other tools on from their control panel. Made it easier to get Mixpanel, Intercom, Olark etc. up and running without touching code. Segment