Skip to content
New issue

Have a question about this project? Sign up for a free GitHub account to open an issue and contact its maintainers and the community.

By clicking “Sign up for GitHub”, you agree to our terms of service and privacy statement. We’ll occasionally send you account related emails.

Already on GitHub? Sign in to your account

Add SFMC to Trait Activation #5573

Merged
merged 1 commit into from
Oct 26, 2023
Merged
Show file tree
Hide file tree
Changes from all commits
Commits
File filter

Filter by extension

Filter by extension

Conversations
Failed to load comments.
Loading
Jump to
Jump to file
Failed to load files.
Loading
Diff view
Diff view
1 change: 1 addition & 0 deletions src/engage/trait-activation/trait-activation-setup.md
Original file line number Diff line number Diff line change
Expand Up @@ -18,6 +18,7 @@ You'll first choose a Destinaton to connect to your Audience and use with Trait
|[Braze Cloud Mode (Actions)](/docs/connections/destinations/catalog/braze-cloud-mode-actions/) | Event | 1. Connect Braze Cloud Mode (Actions) to your Segment space. <br> 2. Add the API Key, App ID, and REST Endpoint connection settings. |
| [Adobe Target (Actions)](/docs/connections/destinations/catalog/actions-adobe-target-cloud/#available-actions) | Event | 1. Connect Adobe Target (Actions) to your Segment space. <br> 2. On the **Settings** tab, input your Adobe Target destination settings. <br> 3. Follow the Destination Actions documentation for [customized mappings](/docs/connections/destinations/actions/#customizing-mappings). <br> 4. Enable the destination and configured mappings. |
| [Salesforce (Actions)](/docs/connections/destinations/catalog/actions-salesforce/) | Event | 1. Connect Salesforce to your Segment space. <br> 2. Select **Actions** as the destination framework. <br> 3. From the **Settings** tab, authenticate with Salesforce using OAuth. <br> 4. Follow steps in the [Customizing Mappings documentation](/docs/connections/destinations/actions/#customizing-mappings). <br> 5. Enable the Destination and configured mappings. |
| [Salesforce Marketing Cloud (Actions)](/docs/connections/destinations/catalog/actions-salesforce-marketing-cloud/#getting-started) | Event | 1. Grant Segment API access to Salesforce Marketing Cloud. <br> 2. Connect the Salesforce Marketing Cloud destination to your Segment space. |
|[SendGrid Marketing Campaigns](/docs/connections/destinations/catalog/actions-sendgrid/) | Event | 1. Connect SendGrid Marketing Campaigns to your Segment space. <br> 2. Enter your SendGrid Marketing Campaigns API key into the connection settings. |
|[LiveRamp](/docs/connections/destinations/catalog/actions-liveramp-audiences/) | Event | 1. Set up your LiveRamp file drop. <br> 2. Connect LiveRamp Audiences to your Segment space. |
|[Iterable (Actions)](/docs/connections/destinations/catalog/actions-iterable/) | Event | 1. Connect Iterable (Actions) to your Segment space. <br> 2. Enter your Iterable (Actions) API key and Data Center Location into the Destination Settings. |
Expand Down
4 changes: 2 additions & 2 deletions src/engage/trait-activation/trait-enrichment.md
Original file line number Diff line number Diff line change
Expand Up @@ -12,7 +12,7 @@ Use Trait Enrichment to access Segment profile traits when you sync Audiences an
> 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, or Salesforce Actions, use the [Destination Actions setup steps](#destination-actions-setup).
> - 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
Expand Down Expand Up @@ -95,7 +95,7 @@ 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), or SendGrid Marketing Campaigns.
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.
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.
Expand Down