Trait Enrichment
Engage Foundations requires a Business tier account and includes Unify.
See the available plans, or contact Support.
Use Trait Enrichment to access Segment profile traits when you sync Audiences to Destinations. With Trait Enrichment, you can use custom, SQL, computed, and predictive traits to enrich the data you map to your destinations.
The setup steps you’ll use for Trait Enrichment depend on the type of Destination you’ve connected.
- For Facebook Custom Audiences and Google Adwords, use set up Trait Enrichment.
- If you’re using SendGrid, Braze, or Salesforce Actions, use the Destination Actions setup steps.
Trait Enrichment in beta
Trait Enrichment is in beta, and Segment is actively working on this feature. Some functionality may change before it becomes generally available. Contact Segment with any feedback or questions.
You must have Engage Foundations to use Trait Enrichment.
Set up Trait Enrichment
If you’re using Destination Actions, visit the setup instructions here.
To map Trait Enrichment to your destination:
- Navigate to Engage > Audiences.
- Create a new Audience. 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 a destination to your Engage space first.
- For existing Audiences, select the connected Destination from the Audience Overview page.
- In the Event Settings section, you’ll see two options: Default Setup and Customized Setup. For Trait Enrichment, select Customized Setup.
Default setup
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.
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.
- Click Customized Setup, then click Add Trait.
- Select all traits you want to sync to your destination, 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.
- Click Save and finish building your audience.
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
The following are a list of destination-specific requirements for using Trait Enrichment.
Facebook Custom Audiences
You can only sync the following traits to Facebook:
email
context.device.advertisingId
firstName
lastName
phone
gender
birthYear
birthMonth
birthday
address.state
address.city
address.postalCode
address.country
Each trait you select must map to a Facebook key.
Google Ads Remarketing Lists
email
is required when syncing to Google, because every payload will send email
(as an identifier) downstream in addition to phone number.
Additionally, you can only map one trait per audience to Google as a phone number.
Destination Actions setup
If you’re using Destination Actions, use the following steps to set up Trait Enrichment.
- Navigate to Engage > Engage settings.
- Select the Destinations tab, then click + Add Destination. Search for either Braze Cloud Mode (Actions), Salesforce (Actions), or SendGrid Marketing Campaigns.
- Enter your destination credentials:
- Braze: Input the API Key and REST Endpoint. Use the toggle to enable the destination, and click Save.
- Salesforce (Actions): Navigate through the OAuth flow. Use the toggle to enable the destination, and click Save.
- SendGrid Marketing Campaigns: Input the API Key. Use the toggle to enable the destination, and click Save.
- Navigate to Engage > Audiences, and click + Create.
- From the Select Destinations screen in the Audience builder, select your destination.
- Confirm that “Send Identify” is toggled on. Next, select Customized Setup.
- Select Add Trait. Then, select the traits you want to sync and click Save.
Configure mappings in your Destination
After you add traits, configure how your selected traits will map to your Destination.
Keep your Engage Audience open in a separate tab, as you’ll need to return.
- Navigate to Connections > Destinations and select your destination.
- From the Destination overview screen, select the Mappings tab.
- 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.
- 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, click on a field, and in the dropdown search bar enter
- Click Save and navigate back to Engage to finish building your Audience.
Best practices
For best results with Trait Enrichment, Segment recommends:
- Using Trait Enrichment with new audiences.
- Using smaller audiences for real-time use cases, as data delivery is slower for large audiences.
Frequently asked questions
Trait Enrichment lets you map the traits data you’ve collected with Engage to use when syncing Engage Audiences to destinations.
ID Sync lets you map the identities data gathered for a profile for use when syncing Engage Audiences to destinations.
Trait Enrichment on existing Audience destinations doesn’t automatically resync the entire audience. Only new data flowing into Segment will adhere to the new trait criteria.
Yes, you can edit mappings in the Destination Mappings
tab at any time. However, changes will only take place in subsequent audience syncs or in new audiences connected to the destination.
No. Segment doesn’t guarantee match rate improvements with Trait Enrichment. Match rates depend on data quality.
This page was last modified: 02 Sep 2023
Need support?
Questions? Problems? Need more info? Contact Segment Support for assistance!