Merge pull request #4355 from segmentio/CSV-and-subscription-updates

CSV Uploader and other subscription updates [DOC-668]

Author: rchinn1

src/engage/profiles/csv-upload.md

@@ -26,7 +26,7 @@ Navigate to **Profiles > Profiles settings** and select the **Identity resolutio
 
 ### 2. Fill out your CSV file
 
-Enter values for the identifiers in your CSV file. You can also [set email and phone subscriptions](#set-user-subscriptions) using the `email_subscription_status` and `sms_subscription_status` columns.
+Enter values for the identifiers in your CSV file. You can also [set email, phone, and WhatsApp subscriptions](#set-user-subscriptions) using the `email_subscription_status`, `sms_subscription_status`, and `whatsapp_subscription_status` columns.
 
 A few best practices to keep in mind as you fill out your CSV:
 
@@ -73,6 +73,18 @@ From the Update History page:
 3. Remove any extra columns such as `row_number`, `error_message`, and `error_code`.
 3. Click **Update subscription statuses**, and select **Upload a CSV** to re-upload the file.
 
+Engage uses the following error codes on the report:
+
+|Error code                        | Description                                         |
+|----------------------------------|-----------------------------------------------------|
+|INVALID_EMAIL                 | The email address isn't formatted correctly.        |
+|INVALID_PHONE                 | The phone number is invalid.                        |
+|INVALID_SUBSCRIPTION_STATUS   | The subscription status is invalid. Check the status or leave it blank.   |
+|CONFIGURATION_ERROR          | Your SendGrid settings are not configured correctly. [Contact Segment support](https://app.segment.com/workspaces?contact=1){:target="_blank"} for help. |
+|SYSTEM_ERROR                  | Something went wrong. Please try again.             |
+|UNABLE_TO_SUBSCRIBE           | You can't update the subscription status for this phone number because the user unsubscribed by replying `STOP`. The user must reply `START` to resubscribe.                             |
+
+
 ## Set user subscriptions
 
 Use the CSV Uploader to set subscription states for user email addresses and phone numbers.
@@ -82,9 +94,9 @@ Use the CSV Uploader to set subscription states for user email addresses and pho
 
 For each CSV file, Engage adds:
 - An `email_subscription_status` column next to the **Email** column.
-- An `sms_subscription_status` column next to the **Phone** column.
+- `whatsapp_subscription_status` and `sms_subscription_status` columns next to the **Phone** column.
 
-In the `email_subscription_status` and `sms_subscription_status` columns, set subscription states for email and phone numbers with the following values:
+In the `email_subscription_status`, `sms_subscription_status`, and `whatsapp_subscription_status` columns, set subscription states for email and phone numbers with the following values:
 
 - `subscribed`: The user has actively subscribed.
 - `unsubscribed`: The user has actively unsubscribed.

src/engage/user-subscriptions/engage-source.md

@@ -9,10 +9,16 @@ Use the Engage Events Source to sync Engage subscription states to downstream De
 
 With Twilio Engage, you can [set and update user subscription states](/docs/engage/user-subscriptions/set-user-subscriptions/) with a [CSV file upload](/docs/engage/profiles/csv-upload/) or, programmatically, [using Segment APIs](/docs/engage/user-subscriptions/set-user-subscriptions/#manage-user-subscriptions-with-segment-apis).
 
-As part of Engage, Segment creates an Engage Events Source that lets you sync subscription states [to connected Destinations](/docs/connections/destinations/). When a subscription state changes, Segment sends an update to the Destination. As a result, the subscription states stored in your Destination(s) can serve as a single source of truth for managing user consent in other tools that you may have connected to the Destination.
+As part of Engage, Segment creates an Engage Events Source that lets you sync subscription states and marketing analytics events [to connected Destinations](/docs/connections/destinations/). When a subscription state changes, Segment sends an update to the Destination. As a result, the subscription states stored in your Destination(s) can serve as a single source of truth for managing user consent in other tools that you may have connected to the Destination.
 
 ## Working with Engage Events Sources
 
-Segment generates Engage Sources automatically. If you're using Engage, you can find the Source in your Segment space by navigating to **Connections > Sources**. Segment sets a `Generated` status to Engage Sources in the **Statuses** column of the **My Sources** table.
+Segment generates Engage Sources automatically. To find your Engage Events Sources in your workspace navigate to **Connections > Sources** and select **Engage Events**.
 
-From the **My Sources** table, you can select the Engage Source to add a Destination and configure the Source's settings. If you have more than one Engage space, Segment creates a separate Source for each space.
+If you have Engage messaging services set up, you can also find Engage sources in two ways:
+
+- Navigate to **Engage > Audiences** and click **Add a destination** from the Audiences overview page.
+- Navigate to **Engage > Channels Settings** and add your Engage source from the **Engage Events source** section.
+
+
+ Segment sets a `Generated` status to Engage Sources in the **Statuses** column of the **My Sources** table. <br />From the **My Sources** table, you can select the Engage Source to add a Destination and configure the Source's settings. If you have more than one Engage space, Segment creates a separate Source for each space.

src/profiles/images/profile_api_anonymous_id.png

@@ -52,8 +52,8 @@ Your access token enables you to call the Profile API and access customer data.
 ### Find a user's external id
 
 1. Navigate to **Profiles > Profiles Explorer** and select the user you want to query through the API.
-2. Take note of the user's available identifiers. For example, this user has a `user_id` with the value `9800664881`. The Profile API requires both the type of ID and the value separated by a colon. For example, `user_id:9800664881`.
-![Retrieving a user's identifiers with the Profiles Explorer](images/profile_api_user_id.png)
+2. Take note of the user's available identifiers. For example, this user has an `anonymous_id` with the value `eml_3bca54b7fe7491add4c8d5d4d9bf6b3e085c6092`. The Profile API requires both the type of ID and the value separated by a colon. For example, `anonymous_id:eml_3bca54b7fe7491add4c8d5d4d9bf6b3e085c6092`. Click the duplicate icon to copy the identifier to your clipboard.   
+![Retrieving a user's identifiers with the Profiles Explorer](images/profile_api_anonymous_id.png)
 
 > warning ""
 > To query phone numbers that contain a plus sign (`+`), insert the escape characters `%2B` in place of the plus sign.