You signed in with another tab or window. Reload to refresh your session.You signed out in another tab or window. Reload to refresh your session.You switched accounts on another tab or window. Reload to refresh your session.Dismiss alert
Copy file name to clipboardExpand all lines: src/engage/trait-activation/id-sync.md
+4-10Lines changed: 4 additions & 10 deletions
Original file line number
Diff line number
Diff line change
@@ -7,18 +7,12 @@ plan: engage-foundations
7
7
Use ID Sync to select identifiers and a sync strategy when you send Audience data to your destinations. Configure how you send identifiers, which provides more control over the data you send downstream.
8
8
9
9
On this page, you'll learn how to configure and begin using ID Sync.
10
-
11
10
12
-
> success ""
13
-
> If you haven't connected a Destination yet, view more about [Trait Activation setup](/docs/engage/trait-activation/trait-activation-setup/).
11
+
> info "ID Sync in beta"
12
+
> ID Sync is in beta, and Segment is actively working on this feature. Some functionality may change before it becomes generally available. [Contact Segment](https://segment.com/help/contact/){:target="_blank"} with any feedback or questions.
14
13
15
-
## Requirements
16
-
17
-
To use ID Sync, you must have the following:
18
-
19
-
- Engage Foundations
20
-
- A workspace approved for ID Sync
21
-
- No more than three identifiers using the **ALL** strategy for an Audience or Destination
14
+
> warning ""
15
+
> You must have Engage Foundations to use Trait Enrichment.
Copy file name to clipboardExpand all lines: src/engage/trait-activation/overview.md
+1-1Lines changed: 1 addition & 1 deletion
Original file line number
Diff line number
Diff line change
@@ -27,7 +27,7 @@ Trait Enrichment and ID Sync can help you:
27
27
28
28
To learn more about Trait Activation, visit the following docs:
29
29
30
-
- View [Trait Activation Setup](/docs/engage/trait-activation/trait-activation-setup/) to learn how to setup your warehouse and get started.
30
+
- View [Trait Activation Setup](/docs/engage/trait-activation/trait-activation-setup/) to learn how to set up Trait Enrichment or ID Sync with Engage [Audiences](/docs/engage/audiences/) and [Journeys](/docs/engage/journeys/).
31
31
- Learn more about how to get started with [Trait Enrichment](/docs/engage/trait-activation/trait-enrichment/) and [ID Sync](/docs/engage/trait-activation/id-sync/).
Copy file name to clipboardExpand all lines: src/engage/trait-activation/trait-activation-setup.md
+4Lines changed: 4 additions & 0 deletions
Original file line number
Diff line number
Diff line change
@@ -6,6 +6,9 @@ beta: true
6
6
7
7
On this page, you'll learn how to set up the Destination that you'll use to get started with [Trait Enrichment](/docs/engage/trait-activation/trait-enrichment/) and [ID Sync](/docs/engage/trait-activation/id-sync/).
8
8
9
+
> info "Trait Activation in beta"
10
+
> Trait Activation is in beta, and Segment is actively working on this feature. Some functionality may change before it becomes generally available. [Contact Segment](https://segment.com/help/contact/){:target="_blank"} with any feedback or questions.
11
+
9
12
## Set up a Destination
10
13
11
14
You'll first choose a Destinaton to connect to your Audience and use with Trait Activation. Trait Activation supports real-time and batch audiences for the Destinations listed in the table below. Select your Destination, view its Segment documentation, then follow the required setup steps.
@@ -21,6 +24,7 @@ You'll first choose a Destinaton to connect to your Audience and use with Trait
21
24
|[Adobe Target (Actions)](/docs/connections/destinations/catalog/actions-adobe-target-cloud/#available-actions)| Event | 1. Connect Adobe Target (Actions) to your Segment space. <br> 2. On the **Settings** tab, input your Adobe Target destination settings. <br> 3. Follow the Destination Actions documentation for [customized mappings](/docs/connections/destinations/actions/#customizing-mappings). <br> 4. Enable the destination and configured mappings. |
22
25
|[Salesforce (Actions)](/docs/connections/destinations/catalog/actions-salesforce/)| Event | 1. Connect Salesforce to your Segment space. <br> 2. Select **Actions** as the destination framework. <br> 3. From the **Settings** tab, authenticate with Salesforce using OAuth. <br> 4. Follow steps in the [Customizing Mappings documentation](/docs/connections/destinations/actions/#customizing-mappings). <br> 5. Enable the Destination and configured mappings. |
23
26
|[SendGrid Marketing Campaigns](/docs/connections/destinations/catalog/actions-sendgrid/)| Event | 1. Connect SendGrid Marketing Campaigns to your Segment space. <br> 2. Enter your SendGrid Marketing Campaigns API key into the connection settings. |
27
+
|[LiveRamp](/docs/connections/destinations/catalog/actions-liveramp-audiences/) | Event | 1. Set up your LiveRamp file drop. <br> 2. Connect LiveRamp Audiences to your Segment space.
Copy file name to clipboardExpand all lines: src/engage/trait-activation/trait-enrichment.md
+9-15Lines changed: 9 additions & 15 deletions
Original file line number
Diff line number
Diff line change
@@ -12,13 +12,11 @@ Use Trait Enrichment to access Segment profile traits when you sync Audiences to
12
12
> - For Iterable, Facebook Custom Audiences, Zendesk, and Google Adwords, use [set up Trait Enrichment](#set-up-trait-enrichment).
13
13
> - If you're using SendGrid, Braze, or Salesforce Actions, use the [Destination Actions setup steps](#destination-actions-setup).
14
14
15
-
## Requirements
15
+
> info "Trait Enrichment in beta"
16
+
> Trait Enrichment is in beta, and Segment is actively working on this feature. Some functionality may change before it becomes generally available. [Contact Segment](https://segment.com/help/contact/){:target="_blank"} with any feedback or questions.
16
17
17
-
To use Trait Enrichment, you must have the following:
18
-
19
-
- Engage Foundations
20
-
- A workspace approved for Trait Enrichment
21
-
- Less than 10 million cumulative number of users across Audiences with Trait Enrichment configured
18
+
> warning ""
19
+
> You must have Engage Foundations to use Trait Enrichment.
22
20
23
21
## Set up Trait Enrichment
24
22
@@ -87,7 +85,7 @@ Additionally, you can only map one trait per audience to Google as a phone numbe
87
85
88
86
## Destination Actions setup
89
87
90
-
If you're using Destination Actions, use the following steps to set up Trait Enrichment.
88
+
If you're using [Destination Actions](/docs/connections/destinations/actions/), use the following steps to set up Trait Enrichment.
91
89
92
90
1. Navigate to **Engage > Engage settings**.
93
91
2. Select the Destinations tab, then click **+ Add Destination**. Search for either Braze Cloud Mode (Actions), Salesforce (Actions), or SendGrid Marketing Campaigns.
@@ -118,15 +116,11 @@ After you add traits, configure how your selected traits will map to your Destin
118
116
4. Click **Save** and navigate back to Engage to finish building your Audience.
119
117
120
118
121
-
## Limits and best practices
122
-
123
-
Note the following limitations and best practices for Trait Enrichment:
119
+
## Best practices
124
120
125
-
1. To enable Trait Enrichment, the total number of profiles across all Audiences must be less than 10 million.
126
-
2. Segment supports a maximum of five concurrent syncs.
127
-
- Concurrent syncs could be five Audiences connected to a destination or one Audience connected to five destinations.
128
-
3. Segment recommends using Trait Enrichment with new Audiences.
129
-
4. Trait Enrichment supports mapping 15 traits by default. If you'd like to map additional traits, please reach out to [Segment support](https://segment.com/help/contact/){:target="_blank"}.
121
+
For best results with Trait Enrichment, Segment recommends:
122
+
- Using Trait Enrichment with new Audiences.
123
+
- Using smaller Audiences for real-time use cases, as data delivery is slower for large Audiences.
0 commit comments