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/audiences/linked-audiences.md
+43-30Lines changed: 43 additions & 30 deletions
Original file line number
Diff line number
Diff line change
@@ -1,31 +1,29 @@
1
1
---
2
2
title: Linked Audiences
3
3
plan: engage-foundations
4
-
beta: true
5
4
redirect_from:
6
5
- '/unify/linked-profiles/linked-audiences'
7
-
hidden: true
8
6
---
9
-
> info "Linked Audiences is in public beta"
10
-
> Linked Audiences is in public beta, and Segment is actively working on this feature. Some functionality may change before it becomes generally available.
11
7
12
-
Linked Audiences allows you to build a warehouse-first solution that powers individualized customer experiences using the relational data you've defined in your [Data Graph](/docs/unify/linked-profiles/data-graph/).
8
+
Linked Audiences empowers marketers to effortlessly create targeted audiences by combining behavioral data from the Segment Profile and warehouse entity data within a self-serve, no-code interface.
13
9
14
-
You can:
10
+
This tool accelerates audience creation, enabling precise targeting, enhanced customer personalization, and optimized marketing spend without the need for constant data team support.
11
+
12
+
With Linked Audiences, you can:
15
13
16
14
- Preserve rich relationships between all the data in your warehouse by creating connections with any entity data back to your audience profile.
17
15
- Build advanced audience segments that include the rich context needed for personalization downstream.
18
16
- Use a low code builder, enabling marketers to activate warehouse data without having to wait for data pull requests before launching campaigns to targeted audiences.
19
17
20
-
To learn more about specific use cases you can set up with Linked Audiences, see the [Linked Audiences Use Cases](/docs/engage/audiences/linked-audiences-use-cases/) topic.
18
+
To learn more about specific use cases you can set up with Linked Audiences, see [Linked Audiences Use Cases](/docs/engage/audiences/linked-audiences-use-cases/).
21
19
22
20
## Prerequisites
23
21
24
22
Before you begin setting up your Linked Audience, ensure you have:
25
23
26
24
-[Set up Profiles Sync](/docs/unify/profiles-sync/profiles-sync-setup/).
27
-
- Set up your warehouse permissions using [Snowflake](/docs/unify/linked-profiles/setup-guides/snowflake-setup/).
28
-
-[Ensure someone has set up your data graph](/docs/unify/linked-profiles/data-graph/).
25
+
- Set up your warehouse permissions using [Snowflake](/docs/unify/data-graph/setup-guides/snowflake-setup/).
26
+
-[Ensure someone has set up your data graph](/docs/unify/data-graph/data-graph/).
29
27
- Workspace Owner or Unify Read-only, Engage User, Entities Read-only, and Source Admin [roles in Segment](/docs/segment-app/iam/roles/).
30
28
31
29
## Setting up Linked Audiences
@@ -35,7 +33,8 @@ To set up your Linked Audience, complete the following steps:
35
33
-[Step 1: Build a Linked Audience](#step-1-build-a-linked-audience)
36
34
-[Step 2: Activate your Linked Audiences](#step-2-activate-your-linked-audience)
37
35
-[Step 3: Send a test event to your destination](#step-3-send-a-test-event-to-your-destination)
38
-
-[Step 4: Enable your Linked Audience](step-4-enable-your-linked-audience)
36
+
-[Step 4: Enable your Linked Audience](#step-4-enable-your-linked-audience)
37
+
-[Step 5: Monitor your Activation](#step-5-monitor-your-activation)
39
38
40
39
## Step 1: Build a Linked Audience
41
40
@@ -139,13 +138,16 @@ To activate your Linked Audience:
139
138
140
139
### Step 2a: Connecting to a destination
141
140
142
-
[Destinations](/docs/connections/destinations/) are the business tools or apps that Segment forwards your data to. Adding a destination allows you to act on your data and learn more about your customers in real time. To fully take advantage of Linked Audiences, you must connect and configure at least one destination.
141
+
[Destinations](/docs/connections/destinations/) are the business tools or apps that Segment forwards your data to. Adding a destination allows you to act on your data and learn more about your customers in real time. To fully take advantage of Linked Audiences, you must connect and configure at least one destination.
142
+
143
+
> info "Linked Audiences destinations"
144
+
> Linked Audiences only supports [Actions Destinations](/docs/connections/destinations/actions/#available-actions-based-destinations).
143
145
144
146
**Note:** Ensure your [destination has been enabled](/connections/destinations/catalog/) in Segment before you begin the steps below.
145
147
146
148
1. Navigate to **Engage > Audiences**.
147
149
2. Select the Linked Audience you set up in the previous step.
148
-
3. Select **Add destination**.
150
+
3. Select **Add destination**.
149
151
4. Select a destination from the catalog.
150
152
5. Click **Configure data to send to destination**.
151
153
@@ -159,13 +161,15 @@ Select the Destination Action to call when the event happens, then click **Next*
159
161
160
162
Configure how and when events are produced with each audience run. Select the entities referenced in the audience builder to act as a trigger for your events.
Profile enters audience | Send an event when a profile matches the audience condition. | Send a congratulatory email when a traveler qualifies for premium status with a mileage program.<br>Send a discount to all customers with a particular product on their wishlist.
165
-
Profile exits audience | Send an event when a profile no longer matches the audience condition. | Send an email to credit card owners to confirm that their credit cards have been paid in full.<br> Send a confirmation to a patient when they have completed all their pre-screening forms.
166
-
Entity enters audience | Send an event when an entity condition associated with a profile matches the audience condition. With this event, you must select the entity that triggers Segment to send the event. | Send a reminder to a customer when a credit card associated with their profile has an outstanding balance.<br> Notify a traveler when a flight associated with their profile is delayed.<br> Notify a customer when a product associated with their profile's wishlist is back in stock.
167
-
Entity exits audience | Send an event when an entity condition associated with a profile no longer matches the audience condition. You must select the entity that triggers Segment to send the event| Send a confirmation to a customer when a credit card associated with their profile has been paid off.<br> Send a confirmation to the primary doctor when each of their associated patients completes their annual check up.
168
-
Profile enters or exits audience| Send an event when a profile's audience membership changes. | Update a user profile in a destination with the most recent audience membership.
| Profile enters audience | Track | Send an event when a profile matches the audience condition. | Send a congratulatory email when a traveler qualifies for premium status with a mileage program. Send a discount to all customers with a particular product on their wishlist. |
167
+
| Profile exits audience | Track | Send an event when a profile no longer matches the audience condition. | Send an email to credit card owners to confirm that their credit cards have been paid in full. Send a confirmation to a patient when they have completed all their pre-screening forms. |
168
+
| Entity enters audience | Track | Send an event when an entity condition associated with a profile matches the audience condition. | Send a reminder to a customer when a credit card associated with their profile has an outstanding balance. Notify a traveler when a flight associated with their profile is delayed. Notify a customer when a product associated with their profile's wishlist is back in stock. |
169
+
| Entity exits audience | Track | Send an event when an entity condition associated with a profile no longer matches the audience condition. | Send a confirmation to a customer when a credit card associated with their profile has been paid off. Send a confirmation to the primary doctor when each of their associated patients completes their annual check up. |
170
+
| Profile enters or exits audience | Identify | Send an event when a profile's audience membership changes. | Update a user profile in a destination with the most recent audience membership. |
171
+
172
+
169
173
170
174
### Step 2d: Configure the event
171
175
@@ -181,13 +185,11 @@ As you're enriching your events in Linked Audiences, you should view a preview o
181
185
182
186
183
187
184
-
**Important:** It is important to make a copy of the data from your final payload schema; you will need this data later when you set up your destination.
185
-
186
188
#### Map event
187
189
188
-
Only required fields are displayed. All optional & pre-filled fields are hidden.
190
+
Only required fields are displayed. All optional & pre-filled fields are hidden, though you can view hidden fields by clicking **Show hidden fields**.
189
191
190
-
These fields are pre-filled with properties that will work by default.
192
+
These fields are pre-filled with properties configured by default.
191
193
192
194
## Step 3: Send a test event to your destination
193
195
@@ -197,16 +199,11 @@ Enter the destination User id for the profile you want to use to test the event,
197
199
198
200
The Event content drop-down shows you a preview of what the data sent to your destination might look like.
199
201
200
-
### Step 3a: Configure your multi-channel marketing campaign
201
-
202
-
If you're using a multi-channel marketing tool, set up your email campaign before continuing. See detailed instructions for [Braze](/docs/engage/audiences/linked-audiences-braze/) or [Iterable](/docs/engage/audiences/linked-audiences-iterable/) for more details.
203
-
204
202
## Step 4: Enable your Linked Audience
205
203
206
-
After building your Linked Audience, choose **Save and Enable**. You'll be redirected to the Audience Overview page, where you can view the audience you created. Segment automatically disables your audience so that it doesn't start computing until you're ready. A compute is when Segment runs the audience conditions on your data warehouse and sends events downstream.
204
+
After building your Linked Audience, choose **Save and Enable**. You'll be redirected to the Audience Overview page, where you can view the audience you created. Segment automatically disables your audience so that it doesn't start computing until you're ready. A run is when Segment runs the audience conditions on your data warehouse and sends events downstream.
207
205
208
-
To enable your audience:
209
-
Select the **Enabled** toggle, then select **Enable audience**.
206
+
To enable your audience, select the **Enabled** toggle, then select **Enable audience**.
210
207
211
208
### Run Now
212
209
@@ -226,3 +223,19 @@ You can maintain your run schedule at any time from the audience's **Settings**
226
223
You can also click **Run Now** on the Audience Overview page at any time (even if the run schedule is **Interval** Overview **Day and time**) to manually trigger a run on your warehouse and send data to enabled destinations.
227
224
228
225
There may be up to a 5 minute delay from the configured start time for audiences that are configured with the **Interval** and **Day and time** run schedules. For example, if you configured an audience with the **Day and time** compute schedule to run on Mondays at 8am, it can compute as late as Monday at 8:05am. This is to help us better manage our system load.
226
+
227
+
## Step 5: Monitor your activation
228
+
229
+
With your Linked Audience activated, follow these steps to monitor your activation:
230
+
231
+
1. From the Audience Overview page, selected one of your connected destinations.
232
+
2. Under the **Settings** tab, click **Destination delivery**, which then opens the Linked Audiences Delivery Overview.
233
+
234
+
### Delivery Overview for Linked Audiences
235
+
236
+
Delivery Overview shows you four steps in your data activation pipeline:
237
+
238
+
-**Events from Audience**: Events that Segment created for your activation. The number of events for each compute depends on the changes detected in your audience membership.
239
+
-**Filtered at Destination**: The activation pipeline is rich with features that let you control which events make it to the destination. If any events aren't eligible to be sent (for example, due to destination filters, insert function logic, and so on), Segment will show them in Filtered at Destination.
240
+
-**Failed Delivery**: Events that Segment attempted but failed to deliver to your destination. Failed Delivery indicates an issue with the destination, like invalid credentials, rate limits, or other error statuses received during delivery.
241
+
-**Successful Delivery**: Events that Segment successfully delivered to your destination. You'll see these events in your downstream integration.
0 commit comments