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Merge pull request #3592 from segmentio/onboarding-note
Add specification to the Onboarding Steps
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src/_data/sidenav/main.yml

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- path: /profiles
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title: Profiles Overview
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- path: /profiles/quickstart
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title: Quickstart Guide
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title: Profiles Onboarding
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# - section_title: User Subscriptions
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# slug: profiles/user-subscriptions
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# section:
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- path: '/engage'
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title: Introduction
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- path: '/engage/quickstart'
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title: Quickstart Guide
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title: Foundations Onboarding
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- path: '/engage/onboarding'
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title: Onboarding Steps
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title: Premier Onboarding
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- path: '/engage/use-cases'
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title: Use Cases
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- section_title: User Subscriptions

src/engage/onboarding.md

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---
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title: Onboard to Twilio Engage
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plan: engage-foundations
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title: Twilio Engage Premier Onboarding Guide
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plan: engage-premier
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redirect_from:
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- '/engage/overview/onboarding'
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---
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This guide lists all required onboarding steps and walks you through Engage setup. By the end of the onboarding process, you’ll be ready to send your first campaign.
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> info ""
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> The steps in this guide are only required if you plan to send email and SMS messages with Engage. Visit the [Engage Foundations Onboarding Guide](/docs/engage/quickstart) for general onboarding steps to set up your Engage space, connect sources, create audiences, and more.
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## Before you begin: overview and task checklist
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You’ll set up Twilio Engage in three stages:

src/engage/quickstart.md

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---
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title: Engage Quickstart Guide
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title: Twilio Engage Foundations Onboarding Guide
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plan: engage-foundations
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redirect_from:
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- "/personas/quickstart"
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This guide walks you through the set up process for a simple Engage space, which you can use if your Segment implementation is simple. If your implementation is complex, you can use this to demonstrate and test Engage before working on a more complex configuration.
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> success ""
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> The first four steps in this guide also apply to Profiles set up. To learn more, visit the [Profiles Quickstart Guide](/docs/profiles/quickstart).
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> The first four steps in this guide also apply to Profiles set up. To learn more, visit the [Profiles Onboarding Guide](/docs/profiles/quickstart).
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## Engage configuration requirements
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> info ""
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## Step 4: Check your profile data
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Once the replay finishes, you can see the data replayed into Engage using the Profile Explorer. Visit the [Profiles Quickstart Guide](/docs/profiles/quickstart/#step-4-check-your-profile-data) for more info.
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Once the replay finishes, you can see the data replayed into Engage using the Profile Explorer. Visit the [Profiles Onboarding Guide](/docs/profiles/quickstart/#step-4-check-your-profile-data) for more info.
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## Step 5: Create an Audience
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src/profiles/index.md

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> Profiles is an add-on to Segment Connections Business Tier. It's also a required add-on for Twilio Engage.
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> To use [Computed Traits](/docs/engage/audiences/computed-traits/) and [Audiences](/docs/engage/audiences/) with profiles, you must have access to Engage.
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To set up and get data flowing through Profiles, visit Segment's [Quickstart Guide](/docs/profiles/quickstart).
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To set up and get data flowing through Profiles, visit Segment's [Onboarding Guide](/docs/profiles/quickstart).
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## Identity Resolution
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src/profiles/quickstart.md

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---
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title: Profiles Quickstart Guide
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title: Profiles Onboarding Guide
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plan: profiles
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---
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This guide walks you through the set up process for a simple Profiles space, which you can use if your Segment implementation is simple. If your implementation is complex, you can use this to demonstrate and test Profiles before working on a more complex configuration.
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> success ""
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> If you're using Engage, visit the [Engage Quickstart Guide](/docs/engage/quickstart) for additional steps to create audiences, connect to destinations, and more.
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> If you're using Engage, visit the [Engage Foundations Onboarding Guide](/docs/engage/quickstart) for additional steps to create audiences, connect to destinations, and more.
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## Profiles configuration requirements
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Once you validate that your data is flowing through Profiles, you're ready to create a Production space. Segment recommends that you repeat the same steps outlined above, focusing on your production use cases and data sources.
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> success ""
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> If you're using Engage, view additional steps to complete your space set up in the [Engage Quickstart Guide](/docs/engage/quickstart).
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> If you're using Engage, view additional steps to complete your space set up in the [Engage Foundations Onboarding Guide](/docs/engage/quickstart).

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