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Master to develop after today's two one-off's (two-off's?) #7520

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11220de
init monitor tab
forstisabella Mar 11, 2025
452ec33
Update main.yml
forstisabella Mar 11, 2025
69cc140
arrrrrgggghhhhhh
forstisabella Mar 19, 2025
845ffd3
[netlify-build]
forstisabella Mar 19, 2025
fb7826f
Merge branch 'master' into DOC-1059
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forstisabella Mar 19, 2025
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Merge branch 'DOC-1059' of https://github.com/segmentio/segment-docs …
forstisabella Mar 19, 2025
5bdf98a
[netlify-build] changes requested by Peter
forstisabella Mar 19, 2025
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Update src/monitor/alerts/default-alerts.md
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[netlify-build]
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Merge branch 'DOC-1059' of https://github.com/segmentio/segment-docs …
forstisabella Mar 19, 2025
96b11f7
Merge branch 'master' into DOC-1059
forstisabella Mar 20, 2025
b4e052f
Merge pull request #7509 from segmentio/develop
stayseesong Mar 20, 2025
8bd1a9f
hotfix
forstisabella Mar 20, 2025
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Merge pull request #7510 from segmentio/rokt-audiences-actions-hotfix
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[netlify-build]
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hotfix data retention policy
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forstisabella Mar 21, 2025
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Merge branch 'master' into update-data-retention-policy
forstisabella Mar 21, 2025
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Merge branch 'update-data-retention-policy' of https://github.com/seg…
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more updates
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grammar/readability fixes [netlify-build]
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forstisabella Mar 24, 2025
624191a
Merge branch 'master' into DOC-1059
forstisabella Mar 24, 2025
48f05cf
Merge pull request #7504 from segmentio/DOC-1059
forstisabella Mar 24, 2025
7ca11f8
Merge branch 'master' into update-data-retention-policy
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Merge branch 'update-data-retention-policy' of https://github.com/seg…
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Merge pull request #7516 from segmentio/update-data-retention-policy
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11 changes: 11 additions & 0 deletions src/_data/sidenav/main.yml
Original file line number Diff line number Diff line change
@@ -599,6 +599,17 @@ sections:
title: HIPAA Eligible Segment
- path: /privacy/faq
title: Privacy FAQs
- section_title: Monitor
section:
- path: /monitor
title: Monitor Overview
- section_title: Alerts
slug: /monitor/alerts
section:
- path: /monitor/alerts
title: Alerts Overview
- path: /monitor/alerts/default-alerts
title: Default Alerts
- section_title: Protocols
section:
- path: /protocols
3 changes: 3 additions & 0 deletions src/_includes/icons/monitor.svg
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4 changes: 1 addition & 3 deletions src/connections/alerting.md
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@@ -34,7 +34,6 @@ To delete a source volume alert, select the icon in the Actions column for the a

> info "Deleting alerts created by other users requires Workspace Owner permissions"
> All users can delete source volume alerts that they created, but only those with Workspace Owner permissions can delete alerts created by other users.
## Successful delivery rate alerts

You can create an alert that notifies you when the volume of events successfully received by your destination in the last 24 hours falls below a percentage you set. For example, if you set a percentage of 99%, Segment notifies you if your destination had a successful delivery rate of 98% or below.
@@ -57,5 +56,4 @@ To delete a successful delivery rate alert, select the icon in the Actions colum

> info "Deleting alerts created by other users requires Workspace Owner permissions"
> All users can delete successful delivery alerts that they created, but only those with Workspace Owner permissions can delete alerts created by other users.
Segment generates delivery alerts for failed deliveries and successful deliveries, which are the last two stages of the delivery pipeline. As a result, alerts are based on Segment's attempts to send qualified events to your destination, excluding those filtered out by business rules (like protocols, destination filters, or mappings).
Segment generates delivery alerts for failed deliveries and successful deliveries, which are the last two stages of the delivery pipeline. As a result, alerts are based on Segment's attempts to send qualified events to your destination, excluding those filtered out by business rules (like protocols, destination filters, or mappings).
Original file line number Diff line number Diff line change
@@ -6,6 +6,7 @@ hide-dossier: false
private: false
hidden: false
id: 643697130067c2f408ff28ca
redirect_from: "/connections/destinations/catalog/rokt-audiences-actions/"
---
{% include content/plan-grid.md name="actions" %}

134 changes: 134 additions & 0 deletions src/monitor/alerts/default-alerts.md
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@@ -0,0 +1,134 @@
---
title: Default Alerts
---

Segment's default alerts have a preset trigger and are often used to detect changes users make to the integrations in your workspace.

On the **Monitor** tab, you can see all of your alerts, separated by product area, in a tabular format.

> info "Only Workspace Owners can view and edit all alerts"
> Users with other roles can see all alerts in a workspace, but can only edit or see the configured details for alerts that they created.
You can create alerts for the following product areas:
- [Sources](#source-alerts)
- [Destinations](#destination-alerts)
- [Storage Destinations](#storage-destination-alerts)
- [Protocols](#protocols-alerts)
- [Unify](#unify-alerts)
- [Engage](#engage-alerts)
- [Functions](#functions-alerts)
- [Reverse ETL](#reverse-etl-alerts)
- [Data Graph](#data-graph-alerts)

The Alerting table includes the following information about each event:
- **Alert name**: The type of alert, for example, "Audience created" or "Audience deleted".
- **Last triggered**: The most recent date and time, in your local time zone, that the alert was triggered.
- **Status**: Either **enabled**, if the alert is currently configured in your workspace, or **disabled**, if you're not configured to receive alerts for an event.
- **Notification channels**: Icons describing what notification channels you'll receive the alerts on - through a Slack webhook, email, or in-app notification.
- **Actions**: By selecting the menu icon for an individual alert, you can edit or delete it from the Alerting page.

## Create a new alert

To create a new alert:
1. From the Segment app, navigate to the **Monitor** tab and select **Alerts**.
2. On the **Default** tab, identify the event you'd like to be alerted for and select the menu icon under the **Actions** tab.
3. Click **Enable alert**.

## Alert descriptions

View a brief description of each alert type. 

### Source alerts
- **New Event Blocked**: Segment blocked an event not previously specified in your [Source Schema](/docs/connections/sources/schema/) from entering a downstream destination.
- **New Forbidden Event Property**: Segment blocked an event property that was not specified in your [Source Schema](/docs/connections/sources/schema/) from entering a downstream destination.
- **Source Created**: A user in your workspace created a new source.
- **Source Deleted**: A user in your workspace deleted a source.
- **Source Disabled**: A source was disabled, either by a user in your workspace or by Segment. Segment automatically disables a source after 14 days if the source isn't connected to an enabled destination.
- **Source Run Failed**: After Segment fails to extract data from your source 3 consecutive times, you'll be notified.
- **Source Settings Modified**: A user in your workspace modified the settings for one of your sources.

> info "Custom Source alerts"
> During the Monitor public beta, you can configure custom [source volume alerts](/docs/connections/alerting/#source-volume-alerts), but these alerts won't appear in the Monitor tab.
## Destination alerts
- **Destination Disabled**: A user in your workspace disabled a destination.
- **Destination Enabled**: A user in your workspace enabled a destination.
- **Destination Filter Created**: A user in your workspace created a [destination filter](/docs/connections/destinations/destination-filters/).
- **Destination Filter Deleted**: A user in your workspace deleted a [destination filter](/docs/connections/destinations/destination-filters/).
- **Destination Filter Disabled**: A user in your workspace disabled a [destination filter](/docs/connections/destinations/destination-filters/).
- **Destination Filter Enabled**: A user in your workspace enabled a [destination filter](/docs/connections/destinations/destination-filters/).
- **Destination Filter Modified**: A user in your workspace modified a [destination filter](/docs/connections/destinations/destination-filters/).
- **Destination Modified**: A user in your workspace made changes to a destination.

> info "Custom Destination alerts"
> During the Monitor public beta, you can configure custom [Successful delivery rate alerts](/docs/connections/alerting/#successful-delivery-rate-alerts), but these alerts won't appear in the Monitor tab.
## Storage Destination alerts
- **Storage Destination Created**: A user in your workspace created a new instance of a storage destination.
- **Storage Destination Deleted**: A user in your workspace deleted a storage destination.
- **Storage Destination Disabled**: A user in your workspace disabled a storage destination.
- **Storage Destination Modified**: A user in your workspace modified an existing storage destination.
- **Storage Destination Sync Failed**: Segment failed to sync any rows of data from your source to your storage destination.
- **Storage Destination Sync Partially Succeeded**: Segment encountered some notices and was only able to sync some of your data from your source to your storage destination.
- **Storage Destination Sync Skipped**: Segment skipped a scheduled sync to your storage destination. This might happen if the previous sync wasn't complete by the time the next sync was scheduled to begin.


## Protocols alerts
- **Source Connected To Tracking Plan**: A user in your workspace connected a source to one of your Tracking Plans.
- **Source Disconnected From Tracking Plan**: A user in your workspace disconnected a source from one of your Tracking Plans.
- **Tracking Plan Created**: A user in your workspace created a new Tracking Plan.
- **Tracking Plan Deleted**: A user in your workspace deleted a Tracking Plan.
- **Tracking Plan Inferred**: Segment inferred the data type for an event.
- **Tracking Plan Modified**: A user in your workspace modified a Tracking Plan.
- **Tracking Plan New Event Allowed**: An unplanned event was allowed by your [Schema Controls](/docs/protocols/enforce/schema-configuration/).
- **Tracking Plan New Event Blocked**: An unplanned event was allowed by your [Schema Controls](/docs/protocols/enforce/schema-configuration/).
- **Tracking Plan New Group Trait Omitted**: A new trait attached to a Group call was was omitted from an event.
- **Tracking Plan New Identify Trait Omitted**: A new trait attached to a [Identify call was was omitted from an event](/docs/protocols/enforce/schema-configuration/#identify-calls---unplanned-traits).
- **Tracking Plan New Track Property Omitted**: A new trait attached to a [Track call was was omitted from an event](/docs/protocols/enforce/schema-configuration/#track-calls---unplanned-properties).
- **Violations Detected**: Segment detected [data that does not confirm to your Tracking Plan](/docs/protocols/validate/forward-violations/).

## Unify alerts
- **Computed Trait CSV Downloaded**: A user in your workspace [downloaded a CSV file of all users that have a Computed Trait](/docs/unify/Traits/computed-traits/#downloading-your-computed-trait-as-a-csv-file).
- **Computed Trait Created**: A user in your workspace created a new [Computed Trait](/docs/unify/Traits/computed-traits/#types-of-computed-traits).
- **Computed Trait Deleted**: A user in your workspace deleted an existing [Computed Trait](/docs/unify/Traits/computed-traits/#types-of-computed-traits).
- **Computed Trait Destination Sync Failed**: Segment failed to sync [Computed Trait generated events](/docs/engage/using-engage-data/#computed-trait-generated-events) with your downstream destination.
- **Computed Trait Modified**: A user in your workspace made changes to an existing Computed Trait.
- **Computed Trait Run Failed**: Segment was unable to compute your trait. To resolve this error, please [contact Segment support](https://segment.com/help/contact/){:target="_blank”}.
- **Profiles Sync Historical Backfill Completed**: Segment completed [backfilling profile data from your data warehouse](/docs/unify/profiles-sync/profiles-sync-setup/#using-historical-backfill).
- **Profiles Sync Warehouse Created**: A user in your workspace [connected a data warehouse to Profiles Sync](/docs/unify/profiles-sync/profiles-sync-setup/#step-2-connect-the-warehouse-and-enable-profiles-sync).
- **Profiles Sync Warehouse Deleted**: A user in your workspace [deleted the data warehouse connected to Profiles Sync](/docs/unify/profiles-sync/profiles-sync-setup/#disable-or-delete-a-warehouse).
- **Profiles Sync Warehouse Disabled**: A user in your workspace [disabled the data warehouse connected to Profiles Sync](/docs/unify/profiles-sync/profiles-sync-setup/#disable-or-delete-a-warehouse).
- **Profiles Sync Warehouse Modified**: A user in your workspace [modified the data warehouse connected to Profiles Sync](/docs/unify/profiles-sync/profiles-sync-setup/#settings-and-maintenance).
- **Profiles Sync Warehouse Sync Failed**: Segment failed to sync any of
your identity-resolved profiles to your data warehouse.
- **Source Connected To Space**: A user in your workspace connected a source to your Unify space.
- **Source Disconnected From Space**: A user in your workspace disconnected a source from your Unify space.

## Engage alerts
- **Audience CSV Downloaded**: A user in your workspace [downloaded an Audience as a CSV file](/docs/engage/audiences/#download-your-audience-as-a-csv-file).
- **Audience Created**: A user in your workspace [created a new Audience](/docs/engage/audiences/#building-an-audience).
- **Audience Deleted**: A user in your workspace deleted an Audience.
- **Audience Destination Sync Failed**: Segment was unable to sync your Audience with a connected destination.
- **Audience Modified**: A user in your workspace modified an Audience.
- **Audience Run Failed**: Segment was unable to compute your Audience. To resolve this error, please [contact Segment support](https://segment.com/help/contact/){:target="_blank”}.

> info "Custom Engage alerts"
> During the Monitor public beta, you can configure custom [Activation event health spikes or drops](/docs/engage/audiences/#activation-event-health-spikes-or-drops) alerts, but these alerts won't appear in the Monitor tab.
## Functions alerts
- **Destination Filter Created**: A user in your workspace created a [destination filter](/docs/connections/destinations/destination-filters/).
- **Destination Filter Deleted**: A user in your workspace deleted a [destination filter](/docs/connections/destinations/destination-filters/).
- **Destination Filter Modified**: A user in your workspace modified a [destination filter](/docs/connections/destinations/destination-filters/).
- **Source Function Created**: A user in your workspace created a [source function](/docs/connections/functions/source-functions/).
- **Source Function Deleted**: A user in your workspace deleted a [source function](/docs/connections/functions/source-functions/).
- **Source Function Modified**: A user in your workspace modified a [source function](/docs/connections/functions/source-functions/).

## Reverse ETL alerts
- **Reverse ETL Sync Failed**: Segment failed to sync any of your records from your warehouse to your downstream destination.
- **Reverse ETL Sync Partial Success**: Segment was able to sync some, but not all, of your records from your data warehouse with your downstream destination.

> info "Custom Reverse ETL alerts"
> During the Monitor public beta, you can configure custom Reverse ETL alerts for [failed or partially successful syncs](/docs/connections/reverse-etl/manage-retl/#failed-or-partially-successful-syncs) and [mapping-level successful delivery rate fluctuations](/docs/connections/reverse-etl/manage-retl/#mapping-level-successful-delivery-rate-fluctuations), but these alerts won't appear in the Monitor tab.
## Data Graph alerts
- **Data Graph Breaking Change**: A change in your warehouse broke components of your Data Graph. For more information about breaking changes, see the [Data Graph docs](/docs/unify/data-graph/#detect-warehouse-breaking-changes).
19 changes: 19 additions & 0 deletions src/monitor/alerts/index.md
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@@ -0,0 +1,19 @@
---
title: Alerts
---
Segment's alerting features allow you to receive in-app, email, and Slack notifications related to the status, performance, and throughput of your Segment integrations.

> info "Public beta"
> The Monitor hub is in Public Beta. Some functionality may change before it becomes generally available. During the public beta, only default alerts are located in the Monitor tab.
Segment has two kinds of alerts:
- **Default alerts**: Alerts that have a preset threshold and are often used to detect changes users make to the integrations in your workspace. For example, a _Source created_ alert is a default alert.
- **Custom alerts**: Alerts that allow you to customize the sensitivity of the trigger that activates an alert so you can more accurately detect event volume fluctuations in your sources and destinations. For example, a _Source volume fluctuation_ alert would be a custom alert, as you could select a percentage of fluctuation that would work for your business needs.

{% include components/reference-button.html
href="/monitor/alerts/default-alerts"
variant="related"
icon="monitor.svg"
title="Default alerts"
description="Learn more about Segment's default alerts."
%}
18 changes: 18 additions & 0 deletions src/monitor/index.md
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@@ -0,0 +1,18 @@
---
title: Monitor Overview
---
With Segment’s alerting capabilities, you can monitor the health of your integrations and diagnose issues that might be present in your data pipeline. <!---, and view a record of all user and system activity that happened in Segment over the past 90 days. --->

Receive alerts for the performance and throughput of your Sources and Destinations, fluctuations in events delivered to your Reverse ETL mappings, and the performance and throughput of Audience syncs with Alerting.

<!---Segment’s Audit Trail provides a high-level view of all changes made in your workspace over the last 90 days. Use the Audit Trail and Audit Forwarding to quickly revert unintentional actions made in Segment to prevent downstream data loss.
Select a product below to learn about its capabilities, supported destinations, and more. --->

{% include components/reference-button.html
href="/docs/monitor/alerts"
icon="megaphone.svg"
title="Alerts"
description="Receive notifications related to the performance and throughput of a Segment connection."
%}

33 changes: 13 additions & 20 deletions src/privacy/data-retention-policy.md
Original file line number Diff line number Diff line change
@@ -29,16 +29,16 @@ Segment enforces a data retention period of up to 3 years for Business Tier cust

The default data retention period for each of the data types is as follows:

| Tier | Archive Event Data Retention | Profile Event Data Retention | Object Data Retention | Audit | HIPAA Audit |
| ------------ | ---------------------------- | ---------------------------- | --------------------- | ------- | -------------- |
| Tier | Archive Event Data Retention | Profile Event Data Retention | Object Data Retention | Audit | HIPAA Audit |
| ------------ | ---------------------------- | ---------------------------- | --------------------------------- | ------- | -------------- |
| **Business** | 3 years | 3 years | 180 days | 3 years | 3 years |
| **Team** | 365 days | Not applicable | 90 days | 365 days | Not applicable |
| **Free** | 180 days | Not applicable | 60 days | 180 days | Not applicable |

> info ""
> Segment calculates your data retention period starting from the date Segment ingests an event, not from the date an event originally occurred.
> Segment calculates your data retention period for archive event and profile event data starting from the date Segment ingests an event, not from the date an event originally occurred. Object data retention periods are calculated from the date an object was last updated.
Through the self-serve Data Retention configuration in your workspace, you can configure a custom data retention period through the [Workspace Default Archive Retention Period](#workspace-default-archive-retention-period) setting.
Segment will unrecoverably delete a disabled [Unify Space](/docs/unify/identity-resolution/space-setup/#step-one-create-a-new-dev-space) 90 days after it was disabled.

Segment recommends keeping your data for at least 30 days to enable [replays](/docs/guides/what-is-replay/) of your data.

@@ -48,17 +48,13 @@ To change your data retention settings, open Segment and navigate to **Privacy >

Select the default retention period for the workspace in this setting. This value applies to all sources in the workspace, unless overridden in the [Source-Level Archive Retention Periods](#source-level-archive-retention-periods) setting.

> warning "7 day Retention Periods will be deprecated on March 6, 2025"
> After March 6, you will no longer be able to set your workspace's retention period to 7 days. All workspaces with 7 day retention periods will be updated to have 14 day retention periods.
You can select from the following Archive Retention time periods:

- 14 days
- 30 days
- 90 days
- 180 days
- 365 days
- Unlimited (**default**)
- 3 years (the default setting starting July 15, 2025)
- Unlimited (deprecated July 15, 2025)

### Source-Level Archive Retention Periods

@@ -68,34 +64,31 @@ You can select from the following Archive Retention time periods:
Override the workspace default retention period on a per-source level.

You can select from the following Archive Retention time periods:

- Default (This is the default value you set in the [Workspace Default Archive Retention Period](#workspace-default-archive-retention-period))
- Default (This is the default value you set in the [Workspace Default Archive Retention Period](#workspace-default-archive-retention-period) setting)
- 14 days
- 30 days
- 90 days
- 180 days
- 365 days
- Unlimited


### What data is impacted?

With this data retention policy, all data beyond the retention period is unrecoverably deleted from all of Segment and impacts the following:

* [Data Replays](/docs/guides/what-is-replay/) will only be available for data within the retention period. Unify, Engage and Linked customers that replay data to recreate Unify Spaces or Profiles may encounter variations in the number of profiles, as well as in the identifiers, traits and properties associated with the profiles, depending on the data available.
* Backfill Data is only available for data within the retention period.
* Backfill Data is only available for data within the retention period when sources are connected to your warehouse.
* [Data residency](/docs/guides/regional-segment/) migrations across regions (US and EU) is only available for data within the retention period.
* Additional impacts to Object data:
* Cloud Object Data (using push) updated using the [Object API](/docs/connections/sources/catalog/libraries/server/object-api/#set), [Bulk API](/docs/connections/sources/catalog/libraries/server/object-bulk-api/), or webhook cloud sources (for example, [SendGrid](/docs/connections/sources/catalog/cloud-apps/sendgrid/#streaming) or [Mandrill](/docs/connections/sources/catalog/cloud-apps/mandrill/#streaming)): Any data older than 180 days is treated as a new record and may not contain any historic properties. To prevent loss of data properties, Segment recommends that you always send full objects with all properties.
* Users and Accounts: Segment aggregates data from Identify and Group events for entities active within the last 180 days. Any data older than 180 days is treated as a new record and won't have historic properties. To prevent loss of data properties, Segment advises customers to migrate to using Profile Sync.
* Additional impacts to Object data:
* [Object API](/docs/connections/sources/catalog/libraries/server/object-api/#set), [Bulk API](/docs/connections/sources/catalog/libraries/server/object-bulk-api/), or [SendGrid](/docs/connections/sources/catalog/cloud-apps/sendgrid/#streaming) and [Mandrill](/docs/connections/sources/catalog/cloud-apps/mandrill/#streaming) streaming sources: Any data older than 180 days is treated as a new record and may not contain any historic properties. To prevent loss of data properties, Segment recommends that you always send full objects with all properties.
* Users and Accounts: Segment aggregates data from Identify and Group events into [Users and Account objects and tables for warehouse destinations](/docs/connections/storage/warehouses/schema/#warehouse-tables) object store records. Any object store records not updated in the last 180 days will be deleted from Segment's object stores. Any new data after object store records are deleted for inactivity is treated as a new object store record. If the source is connected to a Warehouse destination, object store entities are synced into [`<source>.users` and `<source>.accounts` tables](/docs/connections/storage/warehouses/schema/#warehouse-tables), and the existing record in the warehouse will be replaced with the new object store record, resulting in possible loss of attribute data. To prevent loss of attributes, Segment advises customers to migrate to using [Profiles Sync](/docs/unify/profiles-sync/overview/), always send complete Identify and Group calls, or back up your `<source>.users` and `<source>.accounts` tables.
* [Computed traits](/docs/unify/Traits/computed-traits/) is built using the available data within the retention period. Recreating these traits may result in different values based on the available data.
* [Profiles](/docs/unify/), [Engage](/docs/engage/) [Audiences](/docs/engage/audiences/) and [Journeys](/docs/engage/journeys/) that are built using Events will use available data within the retention period. Recreating these may result in different Profiles based on the available data. Depending on how the conditions are defined, Profiles may or may not exit Computed traits, Engage Audiences, and Journeys due to the data retention policy, and this may result in mismatches in counts when comparing against a preview.

### What data is not impacted?

With this policy the following data is not impacted, but may be subject to other policies:

* **Cloud Object Data (using pull)**: This involves Segment fetching object data from third party Cloud Sources. Since Segment always fetches the full objects, the retention policy will have no impact.
* **[Object Cloud Sources](/docs/connections/sources/#object-cloud-sources)**: This involves Segment fetching object data from third party Cloud Sources. Since Segment always fetches the full objects, the retention policy will have no impact.
* **Profiles**: Unify Profiles, Identifiers, and Traits created are not subject to this data retention policy.
* **Third Party Destinations**: Data in your third party destinations shared by Segment in the course of your implementation remains unaffected. Data stored in a third party system may be subject to the data retention policy of that system.
* Anything a user creates in the Segment App, like Audiences, Journeys, Data Graphs, Connections, and more, **are not subject to this data retention policy**.
@@ -152,4 +145,4 @@ Segment unrecoverably deletes the workspace after 30 days of inactivity, unless

### Data deletion delays

When data reaches the end of its retention period, deletion is scheduled in accordance with Segment’s data retention policy. While Segment aims to complete the deletion process promptly, there may be occasional delays due to processing times or technical constraints. Segment is committed to initiating data deletions as soon as possible and strives to complete deletions within 7 days of the scheduled date.
When data reaches the end of its retention period, deletion is scheduled in accordance with Segment’s data retention policy. While Segment aims to complete the deletion process promptly, there may be occasional delays due to processing times or technical constraints. Segment is committed to initiating data deletions as soon as possible and strives to complete deletions within 7 days of the scheduled date.