Step one: Create a new Dev space
When starting with Profiles, begin by creating a Dev space. This will be your sandbox instance of Profiles to test new Identity settings, audiences, and traits before applying the same changes to a Prod space that would immediately affect production data flowing to downstream destinations.
Step two: Configure Identity settings
Before you connect any source to the Dev space, Segment recommends that you first start by reviewing and configuring your Identity settings, as changes to the Identity rules will only be applied to new events received following any updates. Read more on those settings here.
Step three: Set up a connection policy
If you haven’t already, Segment highly recommends labeling all your sources with Dev or Prod environments. Once your sources have been labeled, visit the Connection Policy page by navigating to Profiles > Profiles Settings > Space Management. Here, you can enforce that only sources labeled Dev can be connected to your Dev Profiles instance.
Note: The Identity Resolution table can only be edited by workspace owners and users with the Identity Admin role.
Step four: Connect sources and create test audiences
Once your connection policy is in place, select the Sources tab in Profiles Settings. Now you can connect a few sources that will automatically begin to replay.
Once the sources have finished replaying, check user profiles to ensure that profiles are merging as expected. This would also be an ideal time to create test audiences and confirm that these populate the expected number of users.
Step five: Connect audiences to a Dev instance of a downstream destination
Connect test audiences or traits to a dev instance of your downstream destination. Confirm that users are appearing as expected.
Step six: Apply changes to Prod sources
Once everything looks good to go, create a new Prod space, following all the same steps above, and connect a live instance of your downstream destination to your Prod space.
This page was last modified: 27 Sep 2022
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