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Co-authored-by: stayseesong <[email protected]>
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src/unified-profiles/connect-a-workspace.md

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@@ -9,27 +9,27 @@ Your new Segment workspace must be on one of Segment’s [Customer Data Platform
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## Step 1: Set up your Unify space
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> success ""
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> This section is about setting up a new Segment Unify space to link to Twilio. If you have an existing Segment Unify space you'd like to use,proceed directly to [Connect your Unify space to Twilio](#step-2-connect-your-unify-space-to-twilio).
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> This section is about setting up a new Segment Unify space to link to Twilio. If you have an existing Segment Unify space you'd like to use, proceed directly to [Connect your Unify space to Twilio](#step-2-connect-your-unify-space-to-twilio).
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Your Unify space acts as a central location for your Profiles, or collated information that you have for each of your customers.
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Segment recommends connecting a development or sandbox Unify space to Twilio before creating a production Unify space.
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To create a Segment Unify space:
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1. In Segment, navigate to Unify and click **Create Space**.
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1. In Segment, navigate to **Unify** and click **Create Space**.
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2. Enter a name for your space, select **Dev space**, then click **Create space**.
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3. Set identity rules for your space by clicking **Set identity rules**.
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4. Navigate to the settings for your Unify space and select API access.
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3. Click **Set identity rules** to set identity rules for your space.
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4. Navigate to the settings of your Unify space and select **API access**.
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5. Copy the Segment Unify Space ID to a safe location, as you'll need this value to connect your Unify space to Twilio.
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6. Click **Generate Token**. Enter a name for your Profile API token, enter the password for your Twilio account, then click **Generate token**.
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7. Copy your Profile API token to a safe location and click the "I have written down this access token" checkbox, then click **Done**.
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7. Copy your Profile API token to a safe location and click the *I have written down this access token* checkbox, then click **Done**.
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## Step 2: Connect your Unify space to Twilio
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To connect your Unify space to Twilio, follow the [Set up your Segment space](https://www.twilio.com/docs/unified-profiles/segment-space){:target="_blank"} instructions in the Unified Profiles documentation.
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By connecting your Unify space to Twilio, you will create a Unified Profiles Service and can now use Unified Profiles in Flex and Studio.
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By connecting your Unify space to Twilio, you can create a Unified Profiles Service and can use Unified Profiles in Flex and Studio.
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Before leaving Segment, note the following information about your Segment workspace and Unify space:
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> This section is about setting up sources and destinations to link to your Unify space. If you have an existing Segment Unify space with these connections that you'd like to use, proceed directly to [Optional: Create computed traits and Predictions](#optional-create-computed-traits-and-predictions).
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### Connect a cloud app or library source
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To connect a cloud app or library source:
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1. From the [catalog page in your workspace](https://app.segment.com/goto-my-workspace/sources/), select your preferred business tool and click **Add Source**.
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2. Enter a name for your source, fill in any additional settings, and click **Add Source**.
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2. [**Add a Segment Profiles destination**](#add-a-segment-profiles-destination): When you connect a Segment Profiles destination to your Reverse ETL source, you can send your warehouse data back to Segment to create and update [Profiles](/docs/profiles/) that can then be accessed through the [Profile API](/docs/profiles/profile-api/) and activated within [Unified Profiles](https://www.twilio.com/docs/unified-profiles){:target="_blank"}.
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#### Add a Reverse ETL source
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To add a Reverse ETL source:
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1. In the [Reverse ETL section of the Sources catalog](https://app.segment.com/goto-my-workspace/sources/catalog?category=Reverse%20ETL), select your preferred data warehouse and click **Add Source**.
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2. Give your source a name and enter the credentials for a user with read and write access to your database.
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3. Click **Test Connection**. If Segment can successfully connect to your warehouse, click **Add Source**.
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#### Add a Segment Profiles destination
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Create a Segment Profiles destination to add a mapping to your Reverse ETL source.
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Create a Segment Profiles destination to add a mapping to your Reverse ETL source. To add a Segment Profiles destination:
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1. From the [catalog page in your workspace](https://app.segment.com/goto-my-workspace/destinations/catalog/actions-segment-profiles), select the Segment Profiles destination and click **Add destination**.
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2. On the Choose Data Source page, select your data source you set up in the previous steps and click **Next**.
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2. On the **Choose Data Source** page, select your data source you set up in the previous steps and click **Next**.
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3. Enter a name for your destination and click **Create destination**.
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4. On the Mappings tab, click **Add Mapping**.
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4. On the **Mappings** tab, click **Add Mapping**.
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5. Search for the model you created when you added your Reverse ETL source, select **Send Identify** and click **Create Mapping**.
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6. You're redirected to the Edit Mapping page. Under the Select mappings section, map event fields from your data source to the pre-filled values that Segment expects to receive. Add additional traits by entering your properties and event names in the Traits section. Clicking into an event field lets you search your destination's record fields.
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**(Optional)**: To test your mapping, click the **Test Mapping** button.
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2. Click **Create computed trait**.
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3. Select the type of event you'd like to create and click **Next**.
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4. Select an event to be the base of your computed trait.
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5. Add conditions and an optionally, an event property.
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5. Add conditions and optionally, an event property.
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- **Conditions**: These restrict the messages considered when calculating the final value of a computed trait. For more information, see the [Conditions](/docs/unify/traits/computed-traits/#conditions) documentation.
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- **Event properties**: These refine the computed traits to include only the specified properties.
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6. Verify that your trait contains at least one member by clicking the **Preview Trait** button.
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7. When you've verified that your trait contains at least one member, click **Next**.
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8. On the Select Destinations page, don't add a destination. Instead, click **Next**.
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8. On the **Select Destinations** page, don't add a destination. Instead, click **Next**.
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9. Enter a name for your trait and click **Create Trait**.
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#### Computed Traits for Flex
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- **Event property**: sentiment
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- **Value**: Text
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If you have the [Twilio Engage add on](https://segment.com/pricing/customer-data-platform/){:target="_blank"}, you can use [Audiences](docs/engage/audiences/) to build a cohort of Profiles that all share a computed trait.
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If you have the [Twilio Engage add-on](https://segment.com/pricing/customer-data-platform/){:target="_blank"}, you can use [Audiences](docs/engage/audiences/) to build a cohort of Profiles that all share a computed trait.
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For example, you could personalize the marketing your customers receive by creating an Audience of the Profiles that have a frequent inbound channel computed trait of `email` and sending those customers a promotion over email for your newest product.
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### Source debugger
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The Source debugger is a real-time tool that helps you confirm that API calls made from your website, mobile app, or servers arrive at your Segment source, so you can troubleshoot your Segment connections. With the debugger, you can check that calls are sent in the expected format without having to wait for any data processing.
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The Source debugger is a real-time tool that helps you confirm that API calls made from your website, mobile app, or servers arrive at your Segment source, so you can troubleshoot your Segment connections. With the debugger, you can check that calls send in the expected format without having to wait for any data processing.
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For more information about the Source debugger, see the [Source debugger](/docs/connections/sources/debugger) documentation.
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