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src/unify/linked-profiles/linked-audiences.md

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@@ -5,7 +5,9 @@ title: Linked Audiences
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With Linked Audiences, you can use the relational data you've defined in your Data Graph to build audiences and send them to your downstream destinations.
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From the relationships you've defined between a profile and entities, you can filter on profile traits, entity attributes, and associated events to create audiences.
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From the relationships you've defined between profiles and entities in your warehouse, you can filter on profile traits, entity attributes, and associated events to create hyper-segmented audiences.
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<!-- Use profile traits and entity properties from your warehouse to define the audience -->
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> success ""
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> Before you build Linked Audiences, be sure you've defined entities in your [Data Graph](/docs/unify/linked-profiles/data-graph/).
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- `Purchases`
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- `Carts`
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- You can create entity relationships up to four levels in depth. For example, you can build an entity condition that queries for relationships between `Profiles`, `Accounts`, `Credit Cards`, and finally `Transactions`.
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- Along the way, identify column values that you might also want to filter your entities by to further refine your audiences.
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## Use Cases
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- To further refine your audience, identify column values that you might also want to filter your entities by.
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## Use cases
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Below are some example use cases to help you learn more about Linked Audiences.
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### Build an audience of cat owners
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- `Accounts` and `Credit Cards`
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- `Accounts` and `Subscriptions`
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In the warehouse, `credit_cards.name` is a column in the `credit_cards` table, and `transactions.count` is a column in the `transactions` table. Marketers can create hyper-targeted user segmentations by filtering by column values or attributes, such as "Owly Card" and integers.
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In the warehouse:
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- `credit_cards.name` is a column in the `credit_cards` table
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- `transactions.count` is a column in the `transactions` table
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Marketers can create hyper-targeted user segmentations by filtering by column values or attributes, such as "Owly Card" and integers.
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## Build a Linked Audience
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## Step 1: Build a Linked Audience
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Use the Audience overview page to build or maintain a Linked Audiences.
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1. Navigate to **Engage > Audiences**
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2. Click **+ New audience**, then select **Audience**.
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3. On the Select Type screen, select **Linked audience**, then click **Next**.
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4. Click the **associated with entity** field to add your entity.
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- To view your entities, navigate to **Unify > Data Graph > Entities**.
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5. Enter an entity to associate your audience with, then finish building your Linked Audience. Once you're done, click **Next**.
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6. Enter an Audience name and description, then click **Create Audience**.
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4. Build your Linked Audience with profiles that have a specific entity, profile trait, or are part of an audience. Select from **associated with an entity**, **where profile trait**, or **part of an audience**, and add your conditions.
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<!-- (don't think we need to spell each option out like this. Opting for simplified version above.)
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Select from:
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- **associated with an entity**
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1. Click the **associated with entity** field to add your entity.
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- To view your entities, navigate to **Unify > Data Graph > Entities**.
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2. Enter an entity to associate your audience with, then finish building your Linked Audience.
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- **where profile trait**
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- **part of an audience**
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-->
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5. Preview your audience, then click **Next**.
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6. Enter an audience name and description, then click **Create Audience**.
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> warning ""
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> At this time, Linked Audiences can't be edited or deleted. Create a new audience to update conditions. To disable an audience, navigate to **Engage > Audiences > Settings** and toggle the **Enabled** button off.
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## Activate your Linked Audience
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## Step 2: Activate your Linked Audience
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Use the Audience overview page to build or maintain Linked Audiences.
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> info ""
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> The following steps apply to non-preset destinations. If you're using Braze, Iterable, or Customer io, use [these setup steps](#). <!-- What's the flow here? -->
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> Note that [Braze](/docs/connections/destinations/catalog/braze-cloud-mode-actions/#available-presets), [Iterable](/docs/connections/destinations/catalog/actions-iterable/#available-presets), and [Customer.io](/docs/connections/destinations/catalog/customer-io-actions/#available-presets) all have preset mappings.
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### Step 1: Add an actions destination
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### Step 2a: Add an actions destination
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To activate your Linked Audience, you'll first need to add an actions destination.
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From the Add destination window, select your actions destination and click **Next**.
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From the Add destination window, select your destination and click **Next**.
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### Step 2: Select event
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### Step 2b: Select event <!-- these are called event emitters -->
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After adding an actions destination, select what type of event you want to send to the destination. Events update the destination about changes to your entity or audiences.
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You can send events:
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- When an [entity on a profile changes](#entity-update)
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- Based on profile [audience membership updates](#audience-update)
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- When an entity on a profile changes:
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- [Entity Added](#entity-added)
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- [Entity Removed](#entity-removed)
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- Based on profile audience membership updates:
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- [Audience Entered](#audience-entered)
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- [Audience Entered and Exited](#audience-entered-and-exited)
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- [Audience Exited](#audience-exited)
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> info ""
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> Note that you can't send events before you identify people. Ensure you're making the profile(s) known in the destination before you send events. You can do this by sending an `Audience Membership Changed` event first, or by creating a standard Identify event in Connections.
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> Note that you can't send events before you identify people. Ensure you're making the profile(s) known in the destination before you send events. You can do this by sending an `Audience Membership Changed` event first, or by creating an Identify event in Connections.
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<!--
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#### Entity update
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Select to send an event when any of the following updates occur to an entity on a profile:
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1. Entity added
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-->
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#### Entity Added
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Send an action to a destination when an entity associated with a profile matches the audience condition. Use these actions to orchestrate campaigns in other tools.
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- Notify a traveler when a flight associated with their profile is delayed.
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- Notify a customer when a product associated with their profile's wishlist is back in stock.
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2. Entity removed
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#### Entity Removed
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Send an event to a destination when an entity assoacited with the profile no longer matches the audience condition. Use these events to orchestrate campaigns in other tools.
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Example use cases:
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- Send a confirmation to a customer when a credit card associated with their profile has been paid off.
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- Send a confirmation to the primary doctor when each of their associated patients completes their annual check up.
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<!--
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#### Audience update
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Select to send an event based on the following profile audience membership updates:
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1. Audience Entered
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-->
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#### Audience Entered
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Send a Track event to a destination when a profile matches the audience condition. Use these events to orchestrate campaigns in other tools.
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- Send a congratulatory email when a travel qualifies for premium status.
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- Send a discount to all customers with a particular product on their wishlist.
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<!-- removed?
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#### Audience membership changed
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<!-- renamed from Audience membership changed? -->
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#### Audience entered and exited
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Send an Identify event when a profile enters or exits the audience.
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Example use case:
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- Update a user profile in a destination with the most recent audience membership.
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-->
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2. Audience exited
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#### Audience Exited
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Send a Track event to a destination when a profile no longer matches the audience condition. Use these events to orchestrate campaigns in other tools.
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- Send an email to credit card owners to confirm that their credit cards have been paid in full.
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- Send a confirmation to a patient when they have completed all their pre-screening forms.
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#### Audience entered and exited
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Send events when a profile enters and exits the audience.
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<!-- add use cases here -->
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### Step 3: Select an action
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### Step 2c: Select an action
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Next, you'll select the destination action to call when the event happens.
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Segement displays available actions based on the destination action you've connected with your Linked Audience.
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Visit the [destination actions docs](/docs/connections/destinations/actions/) learn more about destination actions, and view available actions for your destination.
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### Step 4: Configure the event
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### Step 2d: Configure the event
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Finally, you'll configure your event and select additional entity context you want to send to the destination.
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Finally, you'll configure your event and select additional properties to include in the event.
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To configure your event:
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1. Selecting additional properties to include in each event.
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1. Select additional properties to include in each event.
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- As you're configuring your event, you can view a preview of the enriched event based on your property selections.
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2. Next, map your event from your audience to your destination.
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2. Map your event from your audience to your destination.
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- You can preview what the event will look like in your destination.
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3. Click **Save** to save your changes, or **Save and enable** to save the configuration and enable the events.
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3. After configuring, click **Save**.
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After saving, you'll be redirected to a destination sidesheet where you can view all configured events and their corresponding actions.
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## Confirm the payload in your destination
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## Step 3: Confirm the payload in your destination
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Linked Audiences will send events to your destination after Segment computes the audience.
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