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19 changes: 9 additions & 10 deletions src/engage/trait-activation/id-sync.md
Original file line number Diff line number Diff line change
Expand Up @@ -4,7 +4,7 @@ beta: true
plan: engage-foundations
---

Use ID Sync to select identifiers and a sync strategy when you send Audience or Journeys data to your destinations. Configure how you send identifiers, which provides more control over the data you send downstream.
Use ID Sync to select identifiers and a sync strategy when you send Audience or Journeys data to your destinations or destination functions. Configure how you send identifiers, which provides more control over the data you send downstream.

On this page, you'll learn how to configure and begin using ID Sync.

Expand All @@ -18,7 +18,7 @@ To set up ID Sync with [Audiences](/docs/engage/audiences/):

1. Navigate to **Engage** > **Audiences**.
2. [Create a new Audience](/docs/engage/audiences/). From the **Select Destination** tab in the Audience builder, select your destination.
- 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.
- If you don't see any destinations to add, you'll need to [add the destination](/docs/connections/destinations/add-destination/#adding-a-destination) or [destination function](docs/connections/functions/destination-functions/#create-a-destination-function) to your Engage space first.
- For existing audiences, you'll find your connected destination on the Audience Overview page.
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).

Expand All @@ -27,7 +27,7 @@ To set up ID Sync with [Audiences](/docs/engage/audiences/):
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.
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.

### Default setup

Expand All @@ -41,7 +41,7 @@ With Customized setup, you can choose which identifiers you want to map downstre

1. Using **Customized Setup**, click **+ Add Identifier** and add the identifiers:
- **Segment**: Choose your identifiers from Segment.
- **Destination**: Choose which identifiers you want to map to from your destination. If the destination doesn't contain the property, then outgoing events may not be delivered to your destination.
- **Destination**: Choose which identifiers you want to map to from your destination. If the destination doesn't contain the property, then outgoing events may not be delivered.
- *Facebook Custom Audiences* and *Google Ads Remarketing Lists* display a dropdown for you to choose available identifiers.
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.
Expand All @@ -51,23 +51,22 @@ With Customized setup, you can choose which identifiers you want to map downstre

- Segment recommends using ID Sync with new audiences.
- ID sync configuration changes apply to new data flowing after about five minutes. Changes don't apply to active or running syncs.
- ID Sync used on existing audience destinations doesn't resync the entire audience. Only new data flowing into Segment follows your ID Sync configuration.
- ID Sync used on existing audience destinations or destination functions won't resync the entire audience. Only new data flowing into Segment follows your ID Sync configuration.
- Segment doesn't maintain ID Sync history, which means that any changes are irreversible.
- You can only select a maximum of three identifiers with an `All` strategy.


## FAQs

#### What's the difference between Trait Enrichment and ID Sync?
#### What's the difference between Trait Enrichment and ID Sync?

**Trait Enrichment** maps the traits data you've collected with Engage to use when syncing audiences and Journeys to destinations.
**Trait Enrichment** lets you map the traits data you've collected with Engage to use when syncing audiences and Journeys to destinations and destination functions.

**ID Sync** maps the identities data gathered for a profile for use when syncing audiences and Journeys to destinations.
**ID Sync** lets you map the identities data gathered for a profile for use when syncing audiences and Journeys to destinations and destination functions.

#### How do syncs differ between audiences with ID Sync and audiences without ID Sync?

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.


#### Can I edit config once the audience has synced?
Yes, you can edit configuration in the Destination **Settings** tab at any time. However, changes will only take place in subsequent audience syncs, or in new audiences connected to the destination.
Yes, you can edit configuration in the Destination **Settings** tab at any time. However, changes will only take place in subsequent audience syncs, or in new audiences connected to the destination.
9 changes: 5 additions & 4 deletions src/engage/trait-activation/index.md
Original file line number Diff line number Diff line change
Expand Up @@ -7,9 +7,9 @@ redirect_from:
- '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.
Use Trait Activation to configure sync payloads that you send from Engage Audiences and Journeys to a Destination or Destination Function. 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 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 or destination functions. Use ID Sync to select identifiers and a sync strategy for each identifier when syncing Engage Audiences to Destinations.


## Trait Activation setup
Expand All @@ -26,7 +26,8 @@ Select your destination, view its Segment documentation, then follow the corresp
|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). | |
| [Destination Actions](/docs/connections/destinations/actions/#available-actions-based-destinations). | Actions |
| [Destination Functions](/docs/connections/functions/destination-functions/#create-a-destination-function) | Function |

### Resyncs

Expand All @@ -53,7 +54,7 @@ Trait Enrichment and ID Sync can help you:

To learn more about Trait Activation, visit the following docs:

- 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 more about how to access Segment profile traits when you sync Audiences and Journeys to Destinations or Destination Functions 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/).


Expand Down
20 changes: 10 additions & 10 deletions src/engage/trait-activation/trait-enrichment.md
Original file line number Diff line number Diff line change
Expand Up @@ -4,7 +4,7 @@ beta: true
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.
Use Trait Enrichment to access Segment profile traits when you sync Audiences and Journeys to Destinations and Destination Functions. With Trait Enrichment, you can use custom, SQL, computed, and predictive traits to enrich the data you map to your destinations.

## Set up Trait Enrichment

Expand All @@ -14,7 +14,7 @@ Use the following steps to set up Trait Enrichment with Audiences or Journeys.
> 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 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).
> - If you're using Destination Actions, like Salesforce Marketing Cloud, Braze Actions, or Salesforce Actions, or [Destination Functions](/docs/connections/functions/destination-functions/), use the [Destination Actions and Destination Functions setup steps](#destination-actions-and-destination-functions-setup).


### Set up Trait Enrichment with Audiences
Expand Down Expand Up @@ -43,10 +43,10 @@ You can customize event settings at any time.

### Customized setup

With Customized setup, you can choose which traits you want to map to your destination.
With Customized setup, you can choose which traits you want to map to your destination or destination function.

1. Click **Customized Setup**, then click **Add Trait**.
2. Select all traits you want to sync to your destination, and click **Save**.
2. Select all traits you want to sync and click **Save**.
- Use the **Segment** column to select traits from the Segment Spec.
- 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.
Expand Down Expand Up @@ -122,14 +122,14 @@ Each trait you select must map to a Facebook key.

Additionally, you can only map one trait per audience to Google as a phone number.

## Destination Actions setup
## Destination Actions and Destination Functions setup

If you're using [Destination Actions](/docs/connections/destinations/actions/), use the following steps to set up Trait Enrichment.
If you're using [Destination Actions](/docs/connections/destinations/actions/) or [Destination Functions](/docs/connections/functions/destination-functions/), use the following steps to set up Trait Enrichment.

1. Navigate to **Engage > Engage settings**.
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**.
2. Select the Destinations tab, then click **+ Add Destination**. Trait Activation supports all [Destination Actions](/docs/connections/destinations/actions/) and [Destination Functions](docs/connections/functions/destination-functions/).
3. Select your destination or function.
4. Navigate to **Engage > Audiences**, and click **+ New audience**.
5. From the Select Destinations screen in the Audience builder, select your destination.
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.
Expand All @@ -151,7 +151,7 @@ After you add traits, configure how your selected traits will map to your destin
- 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.
4. Click **Save** and navigate back to Engage to finish building your Audience.

## Best practices

Expand Down
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