Identity Resolution Onboarding
NOTE: The steps in this guide pertain to spaces created after October 5th, 2020. For spaces created before October 5th, 2020, please refer to Identity Resolution Settings.
NOTE: Workspace owners, Personas administrators, and users with the Identity Admin role can edit Identity Resolution Settings.
Segment creates and merges user profiles based on a space’s Identity Resolution configuration. Segment searches for identifiers such as
Flat matching logic
When Personas receives a new event, Segment looks for any profiles that match any of the identifiers on the event.
Based on the existence of a match, one of three actions can occur:
1: Create a new profile When there are no pre-existing profiles that have matching identifiers to the event, Segment create a new user profile.
2: Add to existing profile When there is one profile that matches all identifiers in an event, Segment attempts to map the traits, identifiers and events on the call to that existing profile. If there is an excess of any identifier on the final profile, Segment defers to the Identity Resolution rules outlined below.
3: Merge existing profiles When there are multiple profiles that match the identifiers in an event, Segment checks the Identity Resolution rules outlined below, and attempts to merge profiles.
Identity Resolution settings
Identity Admins should first configure Identity Resolution Settings page to protect the identity graph from inaccurate merges and user profiles.
During the space creation process, the first step is to choose an Identity Resolution configuration. If this is your first space, you have the option to choose a Segment-suggested Out-of-the-Box configuration or a custom Identity Resolution setup. All other spaces have a third option of importing settings from a different space.
For most first-time Personas users, Segment recommends that you use the out-of-the-box configuration and answer a short series of questions for a best-fit setup for your use-case.
If you have custom unique identifiers or do not have a canonical
user_id you are automatically redirected to the Identity Resolution Settings page to complete your setup.
If you are familiar with identity or have custom identifiers, Segment recommends that you select Custom Rules.
Segment redirects you to the Identity Resolutions Settings page where you can add Default Identifiers or Custom Identifiers.
Segment’s 11 default are:
|External ID Type||Message Location in Track or Identify Call|
|traits.email or context.traits.email|
||context.device.id when context.device.type = ‘android’|
||context.device.advertisingId when context.device.type = ‘android’ AND context.device.adTrackingEnabled = true|
||context.device.token when context.device.type = ‘android’|
||context.integrations[‘Google Analytics’].clientId when explicitly captured by users|
||context.device.id when context.device.type = ‘ios’|
||context.device.advertisingId when context.device.type = ‘ios’ AND context.device.adTrackingEnabled = true|
||context.device.token when context.device.type = ‘ios’|
You can also provide a trait or property key to match on to add custom identifiers. You can preview the locations where Segment looks for the identifier. Segment accepts both camelCase and snake_case for context.traits, traits and properties, but accepts lowercase types for identifiers only in the context.externalIds object.
Segment recommends that you proactively prevent using certain values as identifiers. While these values remain in the payload on the event itself, it is not promoted to as an identifier Segment uses to determine user profiles.
This is important when developers have a hard-coded value for fields like
user_id during QA or development that then erroneously make it to production. This may cause hundreds of profiles to merge incorrectly and can have costly consequences if these spaces already feed data into a production email marketing tool or push notification tool downstream.
In the past, Segment has seen certain default values that cause large amounts of profiles to merge incorrectly. Segment suggests that for every identifier, customers opt into automatically blocking the following suggested values:
|Zeroes and Dashes (`^[0-]*$)||Pattern (REGEX)|
Before sending data through, Segment also recommends that you add any default hard-coded values that your team uses during the development process, such as
Identity Admins can specify the total number of values allowed per identifier type on a profile during a certain period. For example, in the image below, the
anonymous_id field has a limit of 5 Weekly.
This will vary depending on how companies define a user today. In most cases, companies rely on
user_id to distinguish user profiles and Segment defaults to the following configurations:
|all other identifiers||5|
Specific cases may deviate from this default. For example, a case where a user can have more than one
user_id but one email, like when
shopify_id and an internal UUID define a user. In this case, an example configuration may be:
|all other identifiers||5|
When you choose the limit on an identifier, ask the following questions about each of the identifiers you send to Segment:
- Is it an immutable ID? An immutable ID, such as
user_id, should have
1 everper user profile.
- Is it a constantly changing ID? A constantly changing ID, such as
ga_client_id, should have a short sliding window, such as 5 weekly or 5 monthly, depending on how often your application automatically logs out the user.
- Is it an ID that updates on a yearly basis? Most customers will have around 5 emails or devices at any one time, but can update these over time. For identifiers like
ios.id, Segment recommends a longer limit like 5 annually.
Segment considers the priority of an identifier once that identifier exceeds the limit on the final profile.
For example, consider a Personas space with the following Identity Resolution configurations:
A profile already exists with
user_id abc123 and
user_id abc456 but the same
If this event maps to this profile, the resulting profile would then contain two
user_id values and one
user_id has a limit of 1, this exceeds the limit of that identifier. As a result, Segment checks the priority of the
user_id identifier. Because
user_id are the two identifiers on the event and
user_id, Segment demotes
At this point, the event searches for any profiles that match just the identifier user_id
abc456. Now there are no existing profiles with this identifier, so Segment creates a new profile with user_id
By default, Segment explicitly orders user_id and email as rank
2, respectively. All other identifiers are in alphabetical order beginning from rank
3. This means that if the identifiers sent with events flowing into personas are user_id, email, anonymous_id and ga_client_id, the rank would be as follows:
If a new android.id identifier appeared without first giving it explicit order, the order would automatically reshuffle to:
If you require an explicit order for all identifiers, configure this in the Identity Resolution settings page before sending in events.
When choosing the priority of your identifier, ask the following questions about each of the identifiers you send to Segment:
- Is it an immutable ID? Give immutable IDs, such as user_id, highest priority.
- Are they unique IDs? Give Unique IDs such as email higher priority than possibly shared identifiers like android.id or ios.id.
- Does it temporarily identify a user? Identifiers such as anonymous_id, ios.idfa, ga_client_id are constantly updated or expired for a user. Generally speaking, rank these lower than identifiers that permanently identify a user.
Importing from an existing space
This option is available to new spaces after you create an initial Dev space. Segment recommends this option when identity settings are validated as correct in the initial Dev space and should be copied into the Production space.
You can review the identifiers, priorities, limits, and blocked values before you complete the import.
Connect a source
After you configure Identity Resolution settings, the next step is to connect a source to the Personas space.
Create an Audience
After you connect a source, Personas creates user profiles based off of replayed and newly incoming data.
The next step, which is important in the Dev space, is to create an audience to ensure that user profiles have populated correctly and that the identity resolution settings follow expected business logic.
For example, if there should be 100,000 distinct users who have a
user_id, this would be a great way to validate that the identity resolution settings have calculated profiles correctly.
For more information about how to create audiences and traits, see Audiences.
This page was last modified: 28 Jul 2021
Questions? Problems? Need more info? Contact us, and we can help!