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Copy file name to clipboardExpand all lines: src/engage/trait-activation/id-sync.md
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@@ -8,10 +8,6 @@ Use ID Sync to select identifiers and a sync strategy when you send Audience or
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On this page, you'll learn how to configure and begin using ID Sync.
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> success "Trait Activation setup"
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> To view supported destinations and learn more about getting started with Trait Activation, visit the [setup guide](/docs/engage/trait-activation/trait-activation-setup/).
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## Set up ID Sync
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Use the following steps to set up ID Sync with Audiences or Journeys.
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### Set up ID Sync with Journeys
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To set up ID Sync with [Journeys](/docs/engage/journeys/):
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As you're creating or editing a journey in the [builder](/docs/engage/journeys/build-journey/), you can configure how you send identifiers with ID Sync from any of the [supported destinations](/docs/engage/trait-activation/trait-activation-setup/).
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You can configure ID Sync with Journeys as you're creating or editing your journey in the [builder](/docs/engage/journeys/build-journey/).
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1. From a journey step, select the destination you're going to use with ID Sync.
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2. On the Connection Settings tab, select **Customized Setup** and use the corresponding [steps below](#customized-setup) to customize which identifiers you want to map downstream to your destination.
Use Trait Enrichment to access Segment profile traits when you sync Audiences and Journeys to Destinations. With Trait Enrichment, you can use custom, SQL, computed, and predictive traits to enrich the data you map to your destinations.
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> Visit the Trait Activation [setup doc](/docs/engage/trait-activation/trait-activation-setup/) for supported destinations and more on how to get started with Trait Activation.
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> info ""
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> The setup steps you'll use for Trait Enrichment depend on the type of Destination [you've connected](/docs/engage/trait-activation/trait-activation-setup/).
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> - For Facebook Custom Audiences and Google Adwords, use [set up Trait Enrichment](#set-up-trait-enrichment).
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> - If you're using SendGrid, Braze, Salesforce Actions, or Salesforce Marketing Cloud, use the [Destination Actions setup steps](#destination-actions-setup).
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## Set up Trait Enrichment
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Use the following steps to set up Trait Enrichment with Audiences or Journeys.
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> info ""
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> If you're using Destination Actions, visit the setup instructions [here](#destination-actions-setup).
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> The setup steps you'll use for Trait Enrichment depend on the type of Destination [you've connected](/docs/engage/trait-activation/trait-activation-setup/).
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> - For Facebook Custom Audiences and Google Adwords, use [set up Trait Enrichment](https://docs/engage/trait-activation/trait-enrichment/#destination-requirements).
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> - If you're using Destination Actions, such as Salesforce Marketing Cloud, Braze Actions, or Salesforce Actions, use the [Destination Actions setup steps](#destination-actions-setup).
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### Set up Trait Enrichment with Audiences
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### Set up Trait Enrichment with Journeys
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To set up Trait Enrichment with [Journeys](/docs/engage/journeys/):
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As you're creating or editing your journey in the [builder](/docs/engage/journeys/build-journey/), set up Trait Enrichment with any of the [supported destinations](/docs/engage/trait-activation/trait-activation-setup/).
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You can set up Trait Enrichment with Journeys as you're creating or editing your journey in the [builder](/docs/engage/journeys/build-journey/).
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1. From a journeys step, select the destination you're going to use with Trait Enrichment.
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2. On the Connection Settings tab, select **Customized Setup** and use the corresponding [steps below](#customized-setup) to customize the way data is sent to your destination by creating identifier and trait mappings.
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- Use the **Destination** column to select which traits you want to map to in your destination. By default, Segment attempts to find traits with matching names.
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3. Click **Save** and finish building your audience or journey.
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> info ""
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> Segment sends traits you select for enrichment in the traits object in Identify calls, and as properties in the properties object in Track calls.
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Segment sends traits you select for enrichment in the traits object in Identify calls (`traits.trait_1`, `traits.trait_2`), and as properties in the properties object in Track calls (`properties.trait_1`, `properties.trait_2`).
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Here's an example Identify call payload with traits in the `traits object`:
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```json
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{
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"anonymousId": "507f191e810c19729de860ea",
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"channel": "browser",
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"context": {
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"ip": "8.8.8.8",
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"userAgent": "Mozilla/5.0 (Macintosh; Intel Mac OS X 10_9_5) AppleWebKit/537.36 (KHTML, like Gecko) Chrome/40.0.2214.115 Safari/537.36"
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If you're using [Destination Actions](/docs/connections/destinations/actions/), use the following steps to set up Trait Enrichment.
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1. Navigate to **Engage > Engage settings**.
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2. Select the Destinations tab, then click **+ Add Destination**. Search for either Braze Cloud Mode (Actions), Salesforce (Actions), Salesforce Marketing Cloud, or SendGrid Marketing Campaigns.
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2. Select the Destinations tab, then click **+ Add Destination**. Trait Activation supports all [Destination Actions](/docs/connections/destinations/actions/).
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3. Enter your destination credentials.
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4. Navigate to **Engage > Audiences**, and click **+ Create**.
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5. From the Select Destinations screen in the Audience builder, select your destination.
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6. Confirm that "Send Identify" is toggled on. Next, select **Customized Setup**.
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7. Select **Add Trait**. Then, select the traits you want to sync and click **Save**.
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6. Confirm that "Send Track" or "Send Identify" is toggled on.
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- Trait Enrichment supports Track and Identify calls. Follow the corresponding destination instructions to determine which event you'll need.
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7. Select **Customized Setup**.
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8. Select **Add Trait**. Then, select the traits you want to sync and click **Save**.
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### Configure mappings in your Destination
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1. Navigate to **Connections > Destinations** and select your destination.
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1. From the Destination overview screen, select the **Mappings** tab.
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2. Click **+ New Mapping**.
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-**Braze Cloud Mode (Actions)**: Use a preset mapping called "Update User Profile".
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-**Salesforce (Actions)**: Use `Identify calls` as your event trigger.
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-**SendGrid Marketing Campaigns**: Configure an "Upsert Contact" mapping. Use `Identify calls` as the event trigger.
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2. Click **+ New Mapping**.
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- All actions in an actions-based destination can receive traits you configure with Trait Activation.
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3. Locate the **Select mappings** section to confirm the default field mappings match the traits in your custom setup.
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- To update a trait field mapping, click on a field, and in the dropdown search bar enter `traits.` followed by your trait. For example, `traits.email`. Then, click **Use as an event variable**.
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4. Click **Save** and navigate back to Engage to finish building your Audience.
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For Track events, Segment sends traits you select for enrichment in the `properties object` in a Track call.
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- For example: `properties.trait_1`, `properties.trait_2`
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For Identify events, Segment sends traits you select for enrichment in the `traits object` in Identify calls.
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- For example: `traits.trait_1`, `traits.trait_2`
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When a sample event from **Load Test Event from Source** is available, the dropdowns under the mappings will include traits configured previously.
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-->
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## Best practices
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For best results with Trait Enrichment, Segment recommends:
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