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Copy file name to clipboardExpand all lines: src/engage/trait-activation/id-sync.md
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@@ -10,27 +10,25 @@ 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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> warning ""
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> You must have Engage Foundations to use Trait Enrichment.
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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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### Use ID Sync with Audiences
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### Set up ID Sync with Audiences
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To configure ID Sync with [Audiences](/docs/engage/audiences/):
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To set up ID Sync with [Audiences](/docs/engage/audiences/):
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1. Navigate to **Engage** > **Audiences**.
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2.[Create a new Audience](/docs/engage/audiences/). From the **Select Destination** tab in the Audience builder, select your destination.
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- If you don't see any destinations to add, you'll need to [add the destination](/docs/connections/destinations/add-destination/#adding-a-destination) to your Engage space first.
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- For existing Audiences, you'll find your connected destination on the Audience Overview page.
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3. In the **Event Settings** section, you'll see two options: **Default Setup** and **Customized Setup**. To use ID Sync, select [**Customized Setup**](#customized-setup).
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### Use ID Sync with Journeys
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### Set up ID Sync with Journeys
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To configure ID Sync with [Journeys](/docs/engage/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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### Customized setup
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With Customized setup, you can choose which identifiers you want to map downstream to your Destination.
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With Customized setup, you can choose which identifiers you want to map downstream to your destination.
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1. Using **Customized Setup**, click **+ Add Identifier** and add the identifiers:
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-**Segment**: Choose your identifiers from Segment.
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- This is a strategy for a particular identifier which sends either the `last added`, `first added`, or `all` identifiers to your destination.
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3. Click **Save**, then finish building your Audience or Journey.
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<!-- move section above
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## Use ID Sync with Journeys
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You can also use ID Sync with [Journeys](/docs/engage/journeys/).
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As you're creating or editing a 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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1. From a Journeys step, select your destination to customize event settings.
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2. On the Connection Settings tab, select **Customized Setup** and use the [steps above](#customized-setup) to customize which identifiers you want to map downstream to your destination.
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-->
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## Limits and best practices
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- Segment recommends using ID Sync with new audiences.
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{% faq %}
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{% faqitem What's the difference between Trait Enrichment and ID Sync? %}
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**Trait Enrichment** maps the traits data you've collected with Engage to use when syncing audiences to destinations.
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**Trait Enrichment** maps the traits data you've collected with Engage to use when syncing Audiences and Journeys to destinations.
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**ID Sync** maps the identities data gathered for a profile for use when syncing Audiences to destinations.
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**ID Sync** maps the identities data gathered for a profile for use when syncing Audiences and Journeys to destinations.
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{% endfaqitem %}
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{% faqitem How do syncs differ between audiences with ID Sync and audiences without ID Sync? %}
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{% faqitem How do syncs differ between Audiences with ID Sync and Audiences without ID Sync? %}
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Audiences without ID Sync aren't allowed to select any strategy, and by default will send all values of an identifier to the destination. Also, audiences without ID Sync don't send any custom identifiers that are present in your space.
Copy file name to clipboardExpand all lines: src/engage/trait-activation/trait-enrichment.md
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@@ -14,8 +14,6 @@ Use Trait Enrichment to access Segment profile traits when you sync Audiences an
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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, or Salesforce Actions, use the [Destination Actions setup steps](#destination-actions-setup).
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> warning ""
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> You must have Engage Foundations to use Trait Enrichment.
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## Set up Trait Enrichment
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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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### Use Trait Enrichment with Audiences
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### Set up Trait Enrichment with Audiences
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To configure Trait Enrichment with [Audiences](/docs/engage/audiences/):
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To set up Trait Enrichment with [Audiences](/docs/engage/audiences/):
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1. Navigate to **Engage** > **Audiences**.
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2.[Create a new Audience](/docs/engage/audiences/). From the **Select Destination** tab in the Audience builder, select your destination.
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- If you don't see any destinations to add, you'll need to [add a destination](/docs/connections/destinations/add-destination/#adding-a-destination) to your Engage space first.
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- For existing Audiences, select the connected Destination from the Audience Overview page.
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3. In the **Event Settings** section, you'll see two options: **Default Setup** and **Customized Setup**. For Trait Enrichment, select [**Customized Setup**](#customized-setup).
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### Use Trait Enrichment with Journeys
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### Set up Trait Enrichment with Journeys
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To use Trait Enrichment with [Journeys](/docs/engage/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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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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### Default setup
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Default setup uses default Segment Destination settings without Trait Enrichment. To use the default settings, select **Default Setup**, then click **Save** to resume building your Audience or Journey.
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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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<!--
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## Use Trait Enrichment with Journeys
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You can also use Trait Enrichment with [Journeys](/docs/engage/journeys/).
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As you're creating or editing your Journey, set up Trait Enrichment with any of the [supported destinations](/docs/engage/trait-activation/trait-activation-setup/).
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1. From a Journeys step, select your destination to customize event settings.
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2. On the Connection Settings tab, select **Customized Setup** and use the [steps above](#customized-setup) to customize the way data is sent to your destination by creating identifier and trait mappings.
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## Best practices
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For best results with Trait Enrichment, Segment recommends:
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{% faq %}
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{% faqitem What's the difference between Trait Enrichment and ID Sync? %}
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**Trait Enrichment** lets you map the traits data you've collected with Engage to use when syncing Engage Audiences to destinations.
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**Trait Enrichment** lets you map the traits data you've collected with Engage to use when syncing Engage Audiences and Journeys to destinations.
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**ID Sync** lets you map the identities data gathered for a profile for use when syncing Engage Audiences to destinations.
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**ID Sync** lets you map the identities data gathered for a profile for use when syncing Engage Audiences and Journeys to destinations.
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