You signed in with another tab or window. Reload to refresh your session.You signed out in another tab or window. Reload to refresh your session.You switched accounts on another tab or window. Reload to refresh your session.Dismiss alert
Copy file name to clipboardExpand all lines: src/unify/quickstart.md
+26-20Lines changed: 26 additions & 20 deletions
Display the source diff
Display the rich diff
Original file line number
Diff line number
Diff line change
@@ -18,9 +18,9 @@ To configure and use Unify, you need the following:
18
18
19
19
## Step 1: Create a new developer space
20
20
21
-
When you start working with Unify, begin by creating a "Developer" space. This is your experimental and test environment while you learn more about how Unify works. You can validate that identity resolution is working correctly in the Developer space and then apply those changes to your Production space once you're sure everything is working as expected.
21
+
When you start working with Unify, begin by creating a "Developer" space. This is your experimental and test environment while you learn more about how Unify works.
22
22
23
-
This two-space method prevents you from making untested configuration changes that immediately affect production data.
23
+
Here, you can validate that identity resolution is working correctly and then apply those changes to your Production space once you're sure everything is working as expected. This two-space method prevents you from making untested configuration changes that immediately affect production data.
24
24
25
25
To create a Engage space:
26
26
@@ -44,44 +44,50 @@ Add production sources to your Unify space:
44
44
1. From your Segment workspace, navigate to **Unify > Unify settings**, and click **Profile sources**.
45
45
2. Click **+ Connect source** and choose one or two production sources from your Connections workspace. We recommend connecting your production website or App source as a starting point.
46
46
47
-
> info ""
48
-
> If the source you want to add doesn't appear on the list, then check if the source is enabled in the source's settings.
49
-
>
50
-
> If the source is enabled, verify that you have set up a connection policy which enforces that you can only add sources with specific labels to this space. Read more about Segment's connection policy in the [Space Setup](/docs/unify/identity-resolution/space-setup/#step-three-set-up-a-connection-policy) docs.
47
+
If a source doesn't appear in the list:
48
+
- Check if it is enabled in the source's settings.
49
+
- If the source is enabled, verify that you have set up a connection policy which only allows you to add sources with labels specific to the space. See the [Segment's connection policy](/docs/unify/identity-resolution/space-setup/#step-three-set-up-a-connection-policy) docs for details.
51
50
52
51
> success ""
53
-
> Although connecting a production source to a developer space may seem counter-intuitive, production sources contain rich user data required to build and validate user profiles.
52
+
> Connecting a production source to a developer space may seem counter-intuitive, but production sources contain rich user data required to build and validate user profiles.
54
53
55
-
Once you select sources, Segment starts a replay of one month of historical data from these sources into your Unify space. Segment does this step first so you have some user data to build your first profiles.
54
+
Once you select sources, Segment replays one month of historical data from these sources into your Unify space. This ensures that there is user data available for you to build initial profiles.
56
55
57
-
The replay usually takes several hours, but the duration will vary depending on how much data you have sent through these sources in the past month. When the replay finishes, you are notified in the Sources tab under Settings.
56
+
- The replay usually takes several hours, depending on how much data you have sent through these sources in the past month.
57
+
- Data replays start with the earliest (oldest) chronological events in the one month window, and finish with the most recent.
58
+
- When the replay finishes, you are notified in the Sources tab under Settings.
58
59
59
60
> warning ""
60
-
> Data replays start with the earliest (oldest) chronological events in the one month window, and finish with the most recent. Don't continue to the next step until all replays are marked complete. If you do, the data in your Unify data will be stale.
61
+
> **Don't** move on to the next step until **all** replays are marked complete. Moving forward early can result in stale data.
61
62
62
-
Once the Source(s) finish replaying, data from your connected Sources flows into Unify in near real time, just like it does for sources in your Segment workspace.
63
+
Once the source(s) finish replaying, data from your connected sources flows into Unify in near real time, just as it does for sources in your Segment workspace.
63
64
64
65
65
66
## Step 4: Check your profile data
66
67
67
-
Once the replay finishes, you can see the data replayed into Unify using the Profile explorer. The data should include information from multiple sources and multiple sessions, all resolved into a single profile per user.
68
+
Once the replay is complete, Unify displays the data in the Profile explorer. Profiles should include information from multiple sources and multiple sessions, all resolved into a single profile per user.
69
+
70
+
### Valiate your profile data
71
+
Before you continue, check a few user profiles to make sure they show an accurate and recent snapshot of your users. Take a look at your own user profile and, maybe, some colleagues' profiles.
68
72
69
-
Before you continue, check a few user profiles to make sure they show an accurate and recent snapshot of your users.
73
+
1. Go to the Profile explorer.
74
+
2. Review your event history, custom traits, and identifiers.
70
75
71
-
To test this, look at _your own_ user profile, and maybe some colleagues' profiles. Look in the Profile explorer for your Profile, and look at your event history, custom traits and identifiers. If these identifiers look correct across a few different profiles (and you can verify that they are all correct), then you're ready to create an audience.
76
+
If these identifiers look correct across a few different profile, you're ready to create an audience.
72
77
73
-
If your user profiles look wrong, or you aren't confident users are being accurately defined and merged, stop here and troubleshoot. It's important to have accurate identity resolution before you continue. See the [detailed Identity Resolution documentation](/docs/unify/identity-resolution/) to better understand how it works, and why you may be running into problems. If you still need help [contact Segment](https://segment.com/help/contact/){:target="_blank"} for assistance.
78
+
If your user profiles look wrong, or you aren't confident users are being accurately defined and merged, stop here and troubleshoot. It's important to have accurate identity resolution before you continue. See the [detailed Identity Resolution documentation](/docs/unify/identity-resolution/) to better understand how it works and why you may be running into problems. If you still need help [contact Segment](https://segment.com/help/contact/){:target="_blank"} for assistance.
74
79
75
80
> info ""
76
81
> Identify events triggered by a user don't appear in the Events tab of their profile. However, the traits from these events are still assigned to the profile. You can view them under the Traits tab.
77
82
78
83
79
84
## Step 5: Create your production space
80
85
81
-
Once you validate that your data is flowing through Unify, you're ready to create a Production space. We recommend that you repeat the same steps for [creating a developer space](#step-1-create-a-new-developer-space), with a focus on your production use cases and data sources.
86
+
Once you validate that your data is flowing through Unify, you're ready to create a Production space.
82
87
83
-
> success ""
84
-
> If you're using Engage, view additional steps to complete your space set up in the [Engage Foundations Onboarding Guide](/docs/engage/quickstart).
88
+
Follow the same steps used to [create a developer space](#step-1-create-a-new-developer-space), but apply them to your production use cases and data sources.
85
89
86
-
> info ""
87
-
> You can rename the Segment space UI name, but can't modify the space slug. As a result, you can't change the URL of a space.
90
+
- If you're using Engage, see the [Engage Foundations Onboarding Guide](/docs/engage/quickstart) for additional setup steps.
91
+
92
+
> warning "The Segment workspace slug and URL can't be renamed"
93
+
> You can rename the Segment workspace UI name, but can't modify the space slug. As a result, you can't change the URL of a space.
0 commit comments