Merge pull request #5099 from segmentio/Traits-extraction

Unify rebrand doc updates

src/_data/products.yml

@@ -37,6 +37,15 @@ items:
   #   engage-foundations: false
   #   engage-plus: false
 
+- product_display_name: Unify Plus
+  slug: unify-plus
+  plan-note: "Unify Plus requires a business tier account and is included with Engage"
+  addon: true
+  plans: 
+    free: false
+    team: false
+    business: true
+
 - product_display_name: Protocols
   slug: protocols
   plan-note: "Protocols is available as an add-on for Business plans only."

src/_data/sidenav/main.yml

@@ -322,16 +322,32 @@ sections:
       title: Sample Queries
     - path: /unify/profiles-sync/tables
       title: Tables & Materialized Views
+  - section_title: Traits
+    slug: unify/traits
+    section:
+    - section_title: Predictive Traits
+      slug: unify/traits/predictive-traits
+      section:
+      - path: '/unify/traits/predictive-traits/'
+        title: Predictive Traits
+      - path: '/unify/traits/predictive-traits/using-predictive-traits'
+        title: Using Predictive Traits
+      - path: '/unify/traits/predictive-traits/suggested-predictive-audiences'
+        title: Suggested Predictive Audiences
+    - path: '/unify/traits/computed-traits'
+      title: Computed Traits
+    - path: '/unify/traits/sql-traits'
+      title:  SQL Traits
   - path: /unify/profile-api
     title: Profile API
-  - path: /unify/profile-api-limits
-    title: Profile API Limits
   - path: /unify/debugger
     title: Profile Debugger
   - path: /unify/unify-gdpr
     title: Unify and GDPR
   - path: /unify/faqs
     title: Unify FAQs
+  - path: /unify/product-limits
+    title: Unify Limits
 
 - section_title: Engage
   section:
@@ -370,19 +386,6 @@ sections:
       title: Account-level Audiences
     - path: '/engage/audiences/organization'
       title: Organize Audiences
-    - path: '/engage/audiences/computed-traits'
-      title: Computed Traits
-    - path: '/engage/audiences/sql-traits'
-      title:  SQL Traits
-    - section_title: Predictive Traits
-      slug: engage/audiences/predictive-traits
-      section:
-      - path: '/engage/audiences/predictive-traits/'
-        title: Predictive Traits
-      - path: '/engage/audiences/predictive-traits/using-predictive-traits'
-        title: Using Predictive Traits
-      - path: '/engage/audiences/predictive-traits/suggested-predictive-audiences'
-        title: Suggested Predictive Audiences
 
   - section_title: Journeys
     description: "Learn how to create multi-step Journeys to tailor messages to your users."

src/engage/index.md

@@ -21,7 +21,7 @@ Add detail to user profiles with new traits and use them to power personalized m
 
 - [**Computed Traits:**](/docs/engage/audiences/computed-traits/) Use the Engage drag-and-drop interface to build per-user (B2C) or per-account (B2B) metrics on user profiles (for example, “lifetime value” or “lead score”).
 - [**SQL Traits:**](/docs/engage/audiences/sql-traits/) Run custom queries on your data warehouse using the Engage SQL editor, and import the results into Segment. With SQL Traits, you can pull rich, uncaptured user data back into Segment.
-- [**Predictive Traits (Beta)**:](/docs/engage/audiences/predictive-traits/) Predict the likelihood that users will perform custom events tracked in Segment, like LTV, churn, and purchase.
+- [**Predictive Traits (Beta)**:](/docs/unify/traits/predictive-traits/) Predict the likelihood that users will perform custom events tracked in Segment, like LTV, churn, and purchase.
 
 #### Build Audiences
 Create lists of users or accounts that match specific criteria. For example, after creating an `inactive accounts` audience that lists paid accounts with no logins in 60 days, you can push the audience to your analytics tools or send an SMS, email, or WhatsApp campaign with Engage Channels. Learn more about [Engage audiences](/docs/engage/audiences/).

src/engage/product-limits.md

@@ -10,8 +10,10 @@ To provide consistent performance and reliability at scale, Segment enforces def
 
 To learn more about custom limits and upgrades, contact your dedicated Customer Success Manager or [[email protected]](mailto:[email protected]).
 
+> info ""
+> Beginning August 18, 2023, Segment has [updated product limits](/docs/unify/product-limits/) that apply to new Engage and Unify users. 
 
-## Default Limits
+## Default limits
 
 | Name                                        | limit                                                       | Details                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                          |
 | ------------------------------------------- | ----------------------------------------------------------- | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
@@ -46,6 +48,10 @@ To learn more about custom limits and upgrades, contact your dedicated Customer
 
 ## Journeys
 
+> info ""
+> These limits only apply to existing users who started with Engage prior to August 18, 2023. Visit Segment's updated Unify and Engage [limits](/docs/unify/product-limits/) to learn more.
+
+
 | Item            | Limit description                | Details                                                                      |
 | --------------- | -------------------------------- | ---------------------------------------------------------------------------- |
 | Steps           | 500                              | The maximum number of steps per Journey.                                     |
@@ -55,6 +61,7 @@ To learn more about custom limits and upgrades, contact your dedicated Customer
 | Compute credits | Half a credit for each step (up to 250 compute credits)     | Each step in a published Journey consumes half of one compute credit.        |
 
 
+
 ## Channels
 
 | Item     | Limit description                                                   | Details                                                                                             |

src/engage/audiences/computed-traits.md → src/unify/Traits/computed-traits.md

@@ -1,17 +1,20 @@
 ---
 title: Computed Traits
-plan: engage-foundations
+plan: unify-plus
 redirect_from:
   - "/personas/computed-traits"
+  - "/engage/audiences/computed-traits"
 ---
 
+> info ""
+> Beginning August 18, 2023, new Unify Plus users can access Computed Traits in Unify. 
 
 
 Computed Traits allow you to quickly create user or account-level calculations that Segment keeps up-to-date over time. These can be computations like the `total_num_orders` a customer has completed, the `lifetime_revenue` of a customer, the `most_frequent_user` to determine which user is most active in an account, or the `unique_visitors_count` to assess how many visitors from a single domain. These computations are based on your events and event properties that you are sending through Segment on the [page](/docs/connections/spec/page/) and [track](/docs/connections/spec/track) calls.
 
 ## Types of Computed Traits
 
-Engage currently supports the following types of computed traits:
+Segment currently supports the following types of computed traits:
 - [Types of Computed Traits](#types-of-computed-traits)
   - [Event Counter](#event-counter)
   - [Aggregation](#aggregation)
@@ -153,7 +156,7 @@ The following operators are available.
 
 ## Connecting your Computed Trait to a Destination
 
-Engage sends user-level computed Traits to destinations using the [Identify call](/docs/connections/spec/identify/) for user traits, or using the [Track call](/docs/connections/spec/track/) for event properties. Segment includes the trait value and property in the identify and track calls.
+Segment sends user-level computed Traits to destinations using the [Identify call](/docs/connections/spec/identify/) for user traits, or using the [Track call](/docs/connections/spec/track/) for event properties. Segment includes the trait value and property in the identify and track calls.
 
 For example, the name of a computed trait is added to the user profile as a trait, and the trait's value is set to the value of the computed trait. Segment sends an identify or track call when the trait is computed, depending on the destination configuration. If a computed trait counts the number of times a user visits your pricing page, and the user visits your pricing page five times, Segment sends an identify call with the property `pricing_page_visits: 5`.
 
@@ -166,20 +169,20 @@ For account-level computed traits, you have the option to send either a [group](
 After you create a computed trait, use the Overview page to view a compute progress bar, current [status](/docs/engage/audiences#compute-statuses), number of users with the trait, connected destinations, and more. For real-time traits, click **Refresh Trait** to update the current number of users with the trait.  
 
 > info "Viewing compute progress"
-> When you create a real-time computed trait, you'll see a progress bar, computed percentage, and status updates. For existing traits that you edit, Engage displays the compute status but not the progress bar or percentage.
+> When you create a real-time computed trait, you'll see a progress bar, computed percentage, and status updates. For existing traits that you edit, Segment displays the compute status but not the progress bar or percentage.
 
 ## Editing Realtime Traits
 
-Engage supports the editing of real-time Traits, which allows you to make nuanced changes to existing Traits in situations where cloning or building from scratch may not suit your use case.
+Segment supports the editing of real-time Traits, which allows you to make nuanced changes to existing Traits in situations where cloning or building from scratch may not suit your use case.
 
 To edit a real-time Trait, follow these steps:
 
-1. In your Engage Space, select the **Computed Traits** tab.
+1. In your Unify or Engage space, select the **Computed Traits** tab.
 2. Select the realtime Trait you want to edit.
 3. Select the **Builder** tab and make your edits.
 4. Preview the results, then select **Save Computed Trait** to confirm your edits.
 
-Engage then processes your Trait edits. While the edit task runs, the trait remains locked and you can't make further changes. Once Engage incorporates your changes, you'll be able to access your updated Trait.
+Segment then processes your Trait edits. While the edit task runs, the trait remains locked and you can't make further changes. Once Segment incorporates your changes, you'll be able to access your updated Trait.
 
 
 > warning ""

src/engage/audiences/predictive-traits/index.md → src/unify/Traits/predictive-traits/index.md

@@ -1,6 +1,8 @@
 ---
 title: Predictive Traits
-plan: engage-foundations
+plan: unify-plus 
+redirect_from:
+  - "/engage/audiences/predictive-traits"
 ---
 
 Predictive Traits, Segment's artificial intelligence and machine learning feature, lets you predict the likelihood that users will perform any event tracked in Segment. 
@@ -21,7 +23,7 @@ To create a Predictive Trait, you'll first request access, then build a Predicti
 
 Follow these steps to access Predictive Trait:
 
-1. Navigate to **Engage > Audiences > Computed Traits**. Select **Create computed trait**.
+1. Navigate to **Engage > Audiences > Computed traits** or **Unify > Traits**. Select **Create computed trait**.
 2. Select **Request Access** to access Predictive Traits.
 
 ### Build a Predictive Trait
@@ -90,4 +92,4 @@ Predicted LTV has strict data requirements. Segment can only make predictions fo
 
 ## Use cases
 
-For use cases and information on how Segment builds Predictive Traits, read [Using Predictive Traits](/docs/engage/audiences/predictive-traits/using-predictive-traits/).
+For use cases and information on how Segment builds Predictive Traits, read [Using Predictive Traits](/docs/unify/traits/predictive-traits/using-predictive-traits/).

src/engage/audiences/predictive-traits/suggested-predictive-audiences.md → src/unify/Traits/predictive-traits/suggested-predictive-audiences.md

@@ -1,6 +1,8 @@
 ---
 title: Suggested Predictive Audiences
-plan: engage-foundations
+plan: unify-plus
+redirect_from:
+  - "/engage/audiences/predictive-traits/suggested-predictive-audiences"
 ---
 
 Suggested Predictive Audiences can help you improve customer engagement, drive higher conversion rates, and reduce ad spend.
@@ -11,7 +13,7 @@ This page explains what a Suggested Predictive Audience is, how to build a Sugge
 
 A Suggested Predictive Audience is an out-of-the-box Audience template driven by machine learning.
 
-Segment offers [five templates](/docs/engage/audiences/predictive-traits/suggested-predictive-audiences/#suggested-predictive-audience-types) that are prebuilt with [Predictive Traits](/docs/engage/audiences/predictive-traits) like likelihood to purchase and lifetime predicted value. Selecting a template generates a Predictive Audience whose members you can engage in a number of ways:
+Segment offers [five templates](/docs/unify/traits/predictive-traits/suggested-predictive-audiences/#suggested-predictive-audience-types) that are prebuilt with [Predictive Traits](/docs/unify/traits/predictive-traits) like likelihood to purchase and lifetime predicted value. Selecting a template generates a Predictive Audience whose members you can engage in a number of ways:
 
 - [Send an email or SMS campaign](/docs/engage/campaigns/) with a discount code
 - Promote a new product line with a drip campaign
@@ -53,7 +55,7 @@ Engage offers five Suggested Predictive Audiences. The following table summarize
 
 Choose a **Ready to buy** Predictive Audience to target customers who show a high propensity to make a purchase.
 
-Segment builds this Audience with the [Likelihood to Purchase Predictive Trait](/docs/engage/audiences/predictive-traits//#likelihood-to-purchase). Audience members show encouraging engagement and have a likelihood to buy in the top 20th percentile. 
+Segment builds this Audience with the [Likelihood to Purchase Predictive Trait](/docs/unify/traits/predictive-traits//#likelihood-to-purchase). Audience members show encouraging engagement and have a likelihood to buy in the top 20th percentile. 
 
 #### Long shots
 
@@ -65,7 +67,7 @@ Segment builds this Audience with the `Order Completed` event and `Likelihood to
 
 Choose a **High lifetime value** Predictive Audience to target customers that show a high predicted lifetime value.
 
-Segment builds this Audience with the [Predicted LTV Predictive Trait](/docs/engage/audiences/predictive-traits//#predicted-lifetime-value). Audience members are in the top 10th percentile of predicted lifetime value and Segment expects that they'll spend the most over the next 90 days.
+Segment builds this Audience with the [Predicted LTV Predictive Trait](/docs/unify/traits/predictive-traits//#predicted-lifetime-value). Audience members are in the top 10th percentile of predicted lifetime value and Segment expects that they'll spend the most over the next 90 days.
 
 #### Potential VIPs
 

src/engage/audiences/predictive-traits/using-predictive-traits.md → src/unify/Traits/predictive-traits/using-predictive-traits.md

@@ -1,6 +1,8 @@
 ---
 title: Using Predictive Traits
-plan: engage-foundations
+plan: unify-plus
+redirect_from:
+  - "/engage/audiences/predictive-traits/using-predictive-traits"
 ---
 
 ## Working with Predictive Traits in Segment
@@ -9,7 +11,7 @@ Segment creates Predictive Traits as Computed Traits, with scores saved to user
 
 Once you've selected a cohort, you can use Predictive Traits in concert with other Segment features:
 
-- [Audiences](/docs/engage/audiences/), which you can create with Predictive Traits as a base. As part of Engage, Segment also offers prebuilt [Suggested Predictive Audiences](/docs/engage/audiences/predictive-traits/suggested-predictive-audiences/).
+- [Audiences](/docs/engage/audiences/), which you can create with Predictive Traits as a base. As part of Engage, Segment also offers prebuilt [Suggested Predictive Audiences](/docs/unify/traits/predictive-traits/suggested-predictive-audiences/).
 - [Journeys](/docs/engage/journeys/); use Predictive Traits in Journeys to trigger [Engage marketing campaigns](/docs/engage/campaigns/) when users enter a high-percentage cohort, or send promotional material if a customer shows interest and has a high propensity to buy.
 - [Destinations](/docs/connections/destinations/); send your Predictive Traits downstream to [Warehouses](/docs/connections/storage/warehouses/), support systems, and ad platforms.
 
@@ -22,7 +24,7 @@ Once Segment has generated your Prediction, you can access it in your Trait's **
 The **Explore your prediction** section of the Prediction tab visualizes Prediction data and lets you create Audiences to target. An interactive chart displays a percentile cohort score that indicates the likelihood of users in each group to convert on your chosen goal. You can choose the top 20%, bottom 80%, or create custom ranges for specific use cases.
 
 You can then create an Audience from the group you've selected, letting you send efficient, targeted marketing campaigns within Journeys. You can also send your Prediction data to downstream Destinations.
-
+ 
 #### Model statistics
 
 The Predictions tab's **Understand your prediction** section provides insights into the performance of the underlying predictive model. This information helps you understand the data points that contribute to the prediction results.

src/engage/audiences/sql-traits.md → src/unify/Traits/sql-traits.md

@@ -1,11 +1,16 @@
 ---
 title: SQL Traits
-plan: engage-foundations
+plan: unify-plus
 redirect_from:
   - '/personas/sql-traits'
+  - '/engage/audiences/sql-traits'
 ---
 
-Use SQL Traits to import user or account traits from your data warehouse back into Engage to build audiences or to enhance Segment data that you send to other Destinations.
+> info ""
+> Beginning August 18, 2023, new Unify Plus users can access SQL Traits in Unify. 
+ 
+
+Use SQL Traits to import user or account traits from your data warehouse back into Unify or Engage to build audiences or to enhance data that you send to other Destinations.
 
 SQL Traits are only limited by the data in your warehouse. Because anything you can write a query for can become a SQL Trait, you can add detail to your user and account profiles, resulting in more nuanced personalization.
 
@@ -60,8 +65,8 @@ This query computes whether a user has an open ticket:
 To use SQL Traits, you need the following:
 
 - a warehouse connected to Segment
-- an Engage Segment workspace
-- a user account with access to Engage in that workspace
+- a Segment workspace
+- a user account with access to Unify in that workspace
 
 ### Step 1. Set up a warehouse source
 

src/unify/index.md

@@ -44,6 +44,13 @@ With the Profile explorer, you have a complete view of your customers.
 > info ""
 > If you're using Engage, use the Profile explorer to view audiences, traits, journey membership, and [subscription states](/docs/engage/user-subscriptions/) for email and phone numbers.
 
+## Enrich profiles with traits
+Add detail to user profiles with new traits and use them to power personalized marketing campaigns. You can add new traits to your user or account profiles in Unify using:
+
+- [**Computed Traits:**](/docs/unify/traits/computed-traits/) Use the Unify drag-and-drop interface to build per-user (B2C) or per-account (B2B) metrics on user profiles (for example, “lifetime value” or “lead score”).
+- [**SQL Traits:**](/docs/unify/traits/sql-traits/) Run custom queries on your data warehouse using the Unify SQL editor, and import the results into Segment. With SQL Traits, you can pull rich, uncaptured user data back into Segment.
+- [**Predictive Traits (Beta)**:](/docs/unify/traits/predictive-traits/) Predict the likelihood that users will perform custom events tracked in Segment, like LTV, churn, and purchase.
+
 ## Profile API
 
 Use Segment's Profile API to programmatically access all traits stored for a user. This includes the `external_ids`, `traits`, and `events` that make up a customer's journey with your product.