Skip to content

Commit 2beb918

Browse files
committed
Merge branch 'master' into DOC-240_actions-migration-proto
2 parents 5571596 + a8aca37 commit 2beb918

File tree

3 files changed

+18
-15
lines changed

3 files changed

+18
-15
lines changed

src/connections/destinations/catalog/salesforce-marketing-cloud/index.md

Lines changed: 13 additions & 5 deletions
Original file line numberDiff line numberDiff line change
@@ -29,7 +29,7 @@ Segment sends data to SFMC using [Data Extensions](https://help.salesforce.com/a
2929

3030
- **Data Extensions** are tables that contain your data. When this data arrives in SFMC, you can use it to create targeted marketing campaigns using push notifications and emails. You can view and query Data Extensions using the Journey Builder in SFMC. During the set up process, you will create a Data Extensions for Identify calls, and one for each unique Track call.
3131

32-
- **API Events** can trigger an email or push notification campaign immediately when they receive data from Segment.
32+
- **API Events** can trigger an email or push notification c ampaign immediately when they receive data from Segment.
3333

3434

3535
## SFMC prerequisites
@@ -280,8 +280,9 @@ In order to do this, you must have access to **Personas**. To learn more, [conta
280280
> info ""
281281
> **Tip**: We recommend that you use [SFMC batching](#optional-set-up-sfmc-batching) with Personas to help reduce the number of API calls that you send to SFMC, but this is optional. If you choose to set up batching, do this _before_ you set up the SFMC destination in your Segment workspace.
282282
283-
1. In your Personas space, add the SFMC destination to a computed trait or audience.
284-
2. Enter the Data Extension External Key for the existing Data Extension. When your audience syncs to it, Segment adds a new column which stores the computed trait or audience membership.
283+
Personas sends audience membership and computed trait values to SFMC using Identify calls. To integrate Personas with SFMC:
284+
1. [Create a Data Extension to store Identify calls](#create-a-data-extension-in-sfmc-to-store-identify-calls) if you haven't already.
285+
2. [Configure SFMC as a Personas Destination](#configure-the-salesforce-marketing-cloud-destination-in-segment)
285286

286287
When you sync to an existing Data Extension, note these additional requirements:
287288
- The table cannot have an existing **Primary Key**, unless it is the `Contact Key` field, and the field type is `Text`.
@@ -293,7 +294,12 @@ When you sync to an existing Data Extension, note these additional requirements:
293294

294295
### Syncing Personas Audiences to SFMC
295296

296-
When you add an audience to SFMC, the first sync contains all the users in that audience. A user is added as a new row to the Data Extension the first time they enter an audience. For example, let’s say you have an "Active Users" audience. When you send this audience to SFMC, all the users in the audience are added to a Data Extension, with a column that indicates their audience membership with `true`. **To work correctly**, the Personas audience name should be Title Cased in the Data Extension column. Segment automatically creates the column name in Title Case. Do not change the column casing.
297+
Use the following process when syncing audiences to SFMC:
298+
299+
1. Create a boolean field on the SFMC Data Extension to store audience membership information. The name of the field must match the name of the Segment audience you will create, and must be Title Cased.
300+
2. In your Personas space, add the SFMC destination to an audience, ensuring you specify the same name assigned to the SFMC field.
301+
302+
When you add an audience to SFMC, the first sync contains all the users in that audience. A user is added as a new row to the Data Extension the first time they enter an audience. For example, let’s say you have an "Active Users" audience. When you send this audience to SFMC, all the users in the audience are added to a Data Extension, with a field value that indicates their audience membership with `true`. **To work correctly**, the Personas audience name should be Title Cased in the Data Extension field.
297303

298304
If a user leaves that audience, the value is automatically updated to `false`, but the user is not removed from the Extension. This allows you to see all users who have ever been in the audience, and then optionally create a filtered Data Extension if you want a subset. See the SFMC documentation for more details:
299305

@@ -302,8 +308,10 @@ If a user leaves that audience, the value is automatically updated to `false`, b
302308

303309
### Syncing Personas Computed Traits to SFMC
304310

305-
When you send a computed trait to SFMC, Segment creates a new column named after the computed trait, and which contains the computed trait calculated by Personas value for each user.
311+
Use the following process when syncing Computed Traits to SFMC:
306312

313+
1. Create a field on the SFMC Data Extension to store Computed Trait values. The name of the field must match the name of the Segment Computed Trait you'll create, and must be Title Cased. Choose a matching data type (for example, `text` for traits which produce string values, `number` or `decimal` for traits which produce numeric values).
314+
2. In your Personas space, add the SFMC destination to a Computed Trait, ensuring you specify the same name assigned to the SFMC field.
307315

308316
## Troubleshooting and Tips
309317

src/partners/subscriptions/index.md

Lines changed: 2 additions & 7 deletions
Original file line numberDiff line numberDiff line change
@@ -22,11 +22,6 @@ Review the steps outlined in the [Developer Center Overview](/docs/partners). Th
2222
## Build & Test
2323

2424
> note ""
25-
> **NOTE:** On July 31, 2021 support for building Subscription Functions will be removed from Developer Center. You may continue building a Subscription Webhook. Segment is committed to improving the Developer Center experience with Developer Center 2.0, which will offer a more holistic approach to building on Segment. If you’re interested in joining the beta in the coming months, please fill out [this form](https://airtable.com/shrvZzQ6NTTwsc6rQ){:target="_blank"}.
25+
> **NOTE:** On July 31, 2021 support for building Subscription Functions was removed from Developer Center. You may continue building [Subscription Webhooks](/docs/partners/subscriptions/build-webhook) in place of Subscription Functions. Work has begun on Developer Center 2.0 which will offer a more holistic approach to building on Segment. If you’re interested in joining the beta in the coming months, please fill out [this form](https://airtable.com/shrvZzQ6NTTwsc6rQ){:target="_blank"}!
2626
27-
You can subscribe to customer data in two ways:
28-
29-
1. **[Webhook](/docs/partners/subscriptions/build-webhook)**: Build a new HTTP service that receives Webhook POSTs from Segment.
30-
2. **[Functions](/docs/partners/subscriptions/build-functions)**: Write JavaScript functions that run on Segment to translate and send data to your existing API. [Get started...](/docs/partners/subscriptions/build-functions)
31-
32-
See the [Webhook](/docs/partners/subscriptions/build-webhook) and [Functions](/docs/partners/build-functions/) docs in-depth technical details about building.
27+
[Subscription Webhooks](/docs/partners/subscriptions/build-webhook) allow you to build a new HTTP service that receives Webhook POSTs from Segment. Read more in-depth technical details about building in [our documentation here](/docs/partners/subscriptions/build-webhook).

src/personas/sql-traits.md

Lines changed: 3 additions & 3 deletions
Original file line numberDiff line numberDiff line change
@@ -61,18 +61,18 @@ To use SQL Traits, you need the following:
6161

6262
### Step 1. Set up a warehouse source
6363

64-
Segment supports Redshift, Postgres, Snowflake, Azure, and BigQuery as data warehouse sources for SQL Traits. The setup process for BigQuery is a bit different as it _requires_ a service user.
64+
Segment supports Redshift, Postgres, Snowflake, Azure SQL, and BigQuery as data warehouse sources for SQL Traits. The setup process for BigQuery is a bit different as it _requires_ a service user.
6565

6666
> info "Safeguard your data"
6767
> For any warehouse, we recommend that you create a separate read-only user for building SQL Traits.
6868
69-
#### Redshift, Postgres, Snowflake Setup
69+
#### Redshift, Postgres, Snowflake, Azure SQL Setup
7070

7171
If you don't already have a data warehouse, follow one of the guides here first:
7272
- [Redshift Getting Started](/docs/connections/storage/catalog/redshift/#getting-started)
7373
- [Postgres Getting Started](/docs/connections/storage/catalog/postgres/#getting-started)
7474
- [Snowflake Getting Started](/docs/connections/storage/catalog/snowflake/#getting-started)
75-
- [Azure Getting Started](/docs/connections/storage/catalog/azuresqldw/#getting-started)
75+
- [Azure SQL Getting Started](/docs/connections/storage/catalog/azuresqldw/#getting-started)
7676

7777
Remember to create a read-only service user!
7878

0 commit comments

Comments
 (0)