Merge pull request #6122 from segmentio/trait-activation-updates

Trait activation updates

Author: rchinn1

src/_data/sidenav/main.yml

@@ -474,8 +474,6 @@ sections:
     section:
     - path: /engage/trait-activation
       title: Trait Activation Overview
-    - path: /engage/trait-activation/trait-activation-setup
-      title: Trait Activation Setup
     - path: /engage/trait-activation/trait-enrichment
       title: Trait Enrichment
     - path: /engage/trait-activation/id-sync

src/engage/trait-activation/id-sync.md

@@ -8,10 +8,6 @@ Use ID Sync to select identifiers and a sync strategy when you send Audience or
 
 On this page, you'll learn how to configure and begin using ID Sync.
 
-> success "Trait Activation setup"
-> To view supported destinations and learn more about getting started with Trait Activation, visit the [setup guide](/docs/engage/trait-activation/trait-activation-setup/).
- 
-
 ## Set up ID Sync
 
 Use the following steps to set up ID Sync with Audiences or Journeys.
@@ -28,9 +24,7 @@ To set up ID Sync with [Audiences](/docs/engage/audiences/):
 
 ### Set up ID Sync with Journeys
 
-To set up ID Sync with [Journeys](/docs/engage/journeys/): 
-
-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/).
+You can configure ID Sync with Journeys as you're creating or editing your journey in the [builder](/docs/engage/journeys/build-journey/).
 
 1. From a journey step, select the destination you're going to use with ID Sync. 
 2. On the Connection Settings tab, select **Customized Setup**  and use the corresponding [steps below](#customized-setup) to customize which identifiers you want to map downstream to your destination. 
@@ -52,7 +46,7 @@ With Customized setup, you can choose which identifiers you want to map downstre
 2. Add an ID strategy. 
 - This is a strategy for a particular identifier which sends either the `last added`, `first added`, or `all` identifiers to your destination.
 3. Click **Save**, then finish building your audience or journey.
-
+ 
 ## Limits and best practices
 
 - Segment recommends using ID Sync with new audiences. 

src/engage/trait-activation/index.md

@@ -4,12 +4,40 @@ beta: true
 plan: engage-foundations
 redirect_from: 
 - 'engage/trait-activation/overview'
+- 'engage/trait-activation/trait-activation-setup'
 ---
 
 Use Trait Activation to configure sync payloads that you send from Engage Audiences and Journeys to a Destination. Map traits from user profiles to Destinations, configure identifiers to sync, and choose a sync strategy that fits your use cases. 
 
 Trait Activation includes both [Trait Enrichment](/docs/engage/trait-activation/trait-enrichment/) and [ID Sync](/docs/engage/trait-activation/id-sync/). With Trait Enrichment, use custom, SQL, computed, and predictive traits to enrich the data you map to your destinations. Use ID Sync to select identifiers and a sync strategy for each identifier when syncing Engage Audiences to Destinations.
 
+
+## Trait Activation setup
+
+To get started with Trait Activation, you'll need to set up the destination that you'll use with [Trait Enrichment](/docs/engage/trait-activation/trait-enrichment/) and [ID Sync](/docs/engage/trait-activation/id-sync/).  
+
+
+### Set up your destination
+
+Select your destination, view its Segment documentation, then follow the corresponding required setup steps. 
+
+
+|-----------------------|---------------|
+|Destination            |  Type         |  
+| [Facebook Custom Audiences](/docs/connections/destinations/catalog/personas-facebook-custom-audiences/) | List |
+| [Google Ads Remarketing Lists](/docs/connections/destinations/catalog/adwords-remarketing-lists/#overview) | List | 
+| Trait Activation also supports all cloud-mode [Destination Actions](/docs/connections/destinations/actions/#available-actions-based-destinations). |         | 
+
+### Resyncs 
+
+Segment recommends creating a new audience for Trait Enrichment and ID Sync. For existing audience destinations, both Trait Enrichment and ID Sync won't resync the entire audience. Only new data flowing into Segment will adhere to new trait settings. 
+
+[Contact Segment support](https://segment.com/help/contact/){:target="_blank"} if you'd like your Audience resynced with Trait Enrichment and ID Sync. 
+
+> warning ""
+> For Audiences larger than 50 million users, it may take several hours, or even days, to sync. Only one resync is allowed at a time for each workspace. 
+
+
 ## Use cases 
 
 Trait Enrichment and ID Sync can help you:
@@ -25,8 +53,8 @@ Trait Enrichment and ID Sync can help you:
 
 To learn more about Trait Activation, visit the following docs:
 
-- View [Trait Activation Setup](/docs/engage/trait-activation/trait-activation-setup/) to view supported destinations and learn how to get started.
-- Learn more about how to use [Trait Enrichment](/docs/engage/trait-activation/trait-enrichment/) and [ID Sync](/docs/engage/trait-activation/id-sync/).
+- Learn more about how to access Segment profile traits when you sync Audiences and Journeys to Destinations with  [Trait Enrichment](/docs/engage/trait-activation/trait-enrichment/).
+- Learn how to sync select identifiers and create a sync strategy with [ID Sync](/docs/engage/trait-activation/id-sync/).
 
 
 

src/engage/trait-activation/trait-activation-setup.md

@@ -6,21 +6,16 @@ plan: engage-foundations
 
 Use Trait Enrichment to access Segment profile traits when you sync Audiences and Journeys to Destinations. With Trait Enrichment, you can use custom, SQL, computed, and predictive traits to enrich the data you map to your destinations. 
 
-> success "Trait Activation setup"
-> Visit the Trait Activation [setup doc](/docs/engage/trait-activation/trait-activation-setup/) for supported destinations and more on how to get started with Trait Activation.
-
-> info ""
-> The setup steps you'll use for Trait Enrichment depend on the type of Destination [you've connected](/docs/engage/trait-activation/trait-activation-setup/). 
-> - For Facebook Custom Audiences and Google Adwords, use [set up Trait Enrichment](#set-up-trait-enrichment). 
-> - If you're using SendGrid, Braze, Salesforce Actions, or Salesforce Marketing Cloud, use the [Destination Actions setup steps](#destination-actions-setup). 
-
- 
 ## Set up Trait Enrichment
 
 Use the following steps to set up Trait Enrichment with Audiences or Journeys.
 
+
 > info ""
-> If you're using Destination Actions, visit the setup instructions [here](#destination-actions-setup).
+> The setup steps you'll use for Trait Enrichment depend on the type of destination [you've connected](/docs/engage/trait-activation/trait-activation-setup/). 
+> - For Facebook Custom Audiences and Google Adwords, [use these destination requirements](#destination-requirements). 
+> - If you're using Destination Actions, such as Salesforce Marketing Cloud, Braze Actions, or Salesforce Actions, use the [Destination Actions setup steps](#destination-actions-setup).
+
 
 ### Set up Trait Enrichment with Audiences
 
@@ -34,9 +29,8 @@ To set up Trait Enrichment with [Audiences](/docs/engage/audiences/):
 
 ### Set up Trait Enrichment with Journeys
 
-To set up Trait Enrichment with [Journeys](/docs/engage/journeys/):
 
-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/).
+You can set up Trait Enrichment with Journeys as you're creating or editing your journey in the [builder](/docs/engage/journeys/build-journey/).
 
 1. From a journeys step, select the destination you're going to use with Trait Enrichment. 
 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. 
@@ -57,10 +51,48 @@ With Customized setup, you can choose which traits you want to map to your desti
 - Use the **Destination** column to select which traits you want to map to in your destination. By default, Segment attempts to find traits with matching names.
 3. Click **Save** and finish building your audience or journey.
 
-> info ""
-> Segment sends traits you select for enrichment in the traits object in Identify calls, and as properties in the properties object in Track calls.
 
-### Destination requirements 
+Segment sends traits you select for enrichment in the `traits` object in Identify calls (`traits.trait_1`, `traits.trait_2`), and as properties in the `properties` object in Track calls (`properties.trait_1`, `properties.trait_2`).
+
+
+Here's an example Identify call payload with traits in the `traits` object:
+
+```json
+{
+  "messageId": "segment-test-message-uozjhr",
+  "timestamp": "2024-02-22T22:11:15.595Z",
+  "type": "identify",
+  "email": "[email protected]",
+  "projectId": "5kXbpcJxms8WWaEdQUkRWc",
+  "traits": {
+    "trait1": 1,
+    "trait2": "test",
+    "trait3": true
+  },
+  "userId": "test-user-cq8idf"
+}
+```
+And here's an example Track call payload with properties in the `properties` object:
+
+```json
+{
+  "messageId": "segment-test-message",
+  "timestamp": "2024-02-22T22:10:13.640Z",
+  "type": "track",
+  "email": "[email protected]",
+  "projectId": "5kXbpcJxms8WWaEdQUkRWc",
+  "properties": {
+    "property1": 1,
+    "property2": "test",
+    "property3": true
+  },
+  "userId": "test-user-1tgg9e",
+  "event": "Segment Test Event Name"
+}
+```
+
+
+## Destination requirements 
 
 The following are a list of destination-specific requirements for using Trait Enrichment. 
 
@@ -95,30 +127,32 @@ Additionally, you can only map one trait per audience to Google as a phone numbe
 If you're using [Destination Actions](/docs/connections/destinations/actions/), use the following steps to set up Trait Enrichment.
 
 1. Navigate to **Engage > Engage settings**. 
-2. Select the Destinations tab, then click **+ Add Destination**. Search for either Braze Cloud Mode (Actions), Salesforce (Actions), Salesforce Marketing Cloud, or SendGrid Marketing Campaigns. 
+2. Select the Destinations tab, then click **+ Add Destination**. Trait Activation supports all [Destination Actions](/docs/connections/destinations/actions/).
 3. Enter your destination credentials.
 4. Navigate to **Engage > Audiences**, and click **+ Create**. 
 5. From the Select Destinations screen in the Audience builder, select your destination. 
-6. Confirm that "Send Identify" is toggled on. Next, select **Customized Setup**.
-7. Select **Add Trait**. Then, select the traits you want to sync and click **Save**.
+6. Confirm that **Send Track** or **Send Identify** is toggled on. 
+- Trait Enrichment supports Track and Identify calls. Follow the corresponding destination instructions to determine which event you'll need.
+7. Select **Customized Setup**.
+8. Select **Add Trait**. Then, select the traits you want to sync and click **Save**.
 
-### Configure mappings in your Destination
+### Configure mappings in your destination
 
-After you add traits, configure how your selected traits will map to your Destination.
+After you add traits, configure how your selected traits will map to your destination.
 
 > success ""
 > Keep your Engage Audience open in a separate tab, as you'll need to return. 
 
 1. Navigate to **Connections > Destinations** and select your destination.
 1. From the Destination overview screen, select the **Mappings** tab. 
-2. Click **+ New Mapping**.
-- **Braze Cloud Mode (Actions)**: Use a preset mapping called "Update User Profile". 
-- **Salesforce (Actions)**: Use `Identify calls` as your event trigger.
-- **SendGrid Marketing Campaigns**: Configure an "Upsert Contact" mapping. Use `Identify calls` as the event trigger. 
+2. Click **+ New Mapping**. 
+- All actions in Destination Actions can receive traits you configure with Trait Activation.
 3. Locate the  **Select mappings** section to confirm the default field mappings match the traits in your custom setup. 
-- 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**.
+- To update a trait field mapping for Identify calls, click on a field, and in the dropdown search bar enter `traits.` followed by your trait (for example, `traits.trait_1`). Segment sends traits you select for enrichment as traits in the `traits` object.
+- To update a trait field mapping for Track calls, click on a field, and in the dropdown search bar enter `properties.` followed by your trait (for example, `properties.trait_1`). Segment sends traits you select for enrichment as properties in the `properties` object.
+- Click **Use as an event variable** to add your trait.
 4. Click **Save** and navigate back to Engage to finish building your Audience. 
-
+ 
 ## Best practices
 
 For best results with Trait Enrichment, Segment recommends: