Unify Overview

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Unify ✓

Unify requires a Business tier account and is included with Engage.
See the available plans, or contact Support.

Use Segment Unify, formerly known as Profiles, for a complete view of your customers.

With Identity Resolution, track every interaction across the entire user journey to create unified, real-time customer identities. View user profiles in one place through the Profile explorer in the Segment app. Use the Profile API to programmatically query user profiles, traits, and events.

You can then use this interaction data with customer engagement tools, such as Engage, to deliver personalized, omnichannel experiences.

If you need to troubleshoot or learn about your profile data, use Profiles Insights for a transparent view of your Unify profiles.

Getting started

Unify is an add-on to Segment Connections Business Tier. It’s also a required add-on for Twilio Engage. To use Computed Traits and Audiences with Unify, you must have access to Engage.

To set up and get data flowing through Unify, visit Segment’s Onboarding Guide.

Identity Resolution

Set Identity Resolution rules to take event data from across devices and channels and intelligently merge it into complete user- or account-level profiles. This enables you to understand customer behavior as it evolves in real-time across multiple touchpoints.

With Identity Resolution:

  • Understand behaviors that lead a user from an anonymous window shopper to a loyal customer.
  • Track customer activity across multiple devices and apps.
  • Learn how a user interacts with your brand through different channels and departments.

Visit Segment’s Identity Resolution docs to learn more.

Profile explorer

Use the Profile explorer to view all user data, including their event history, traits, and identifiers.

With the Profile explorer, you have a complete view of your customers.

  • Visualize unified profiles: Explore profiles from a single location in Segment to understand who’s using your product.
  • Ensure quality data: Be sure that the data you receive is the data you expect.
  • Provide sales and support context: Look up a user profile to understand where they are on their journey with your business or product.

If you’re using Engage, use the Profile explorer to view audiences, traits, journey membership, and subscription states for email and phone numbers.

Enrich profiles with traits

With Unify Plus, you can add detail to user profiles with new traits and use them to power personalized marketing campaigns. Add new traits to your user or account profiles using:

  • 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: 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.
  • Predictions: 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.

Use the Profile API to help your organization:

  • Build in-app recommendations.
  • Empower your sales and support teams with complete customer context.
  • Create personalized marketing campaigns.
  • Qualify leads faster.

Visit Segment’s Profile API doc for more information.

Profiles Insights

Use Profiles Insights to troubleshoot your event data with a transparent view of your Unify profiles.

Learn about your events and identifiers on your profiles and answer questions such as why two profiles didn’t merge, why an event wasn’t resolved to a profile, or why an external ID isn’t present.

Visit the Profiles Insights doc to learn more.

Profiles Sync

Use Profiles Sync to connect identity-resolved customer profiles to a data warehouse of your choice.

With a continual flow of synced profiles, teams can enrich and use these data sets as the basis for new audiences and models. Profiles Sync addresses a number of use cases, with applications for identity graph monitoring, attribution analysis, machine learning, and more.

Visit the Profiles Sync Setup doc to learn more.

Next steps: activate your profiles with Engage

For Engage users, after you set up your identity rules and have data flowing through Unify, you can activate profiles to deliver personalized engagement experiences. Visit the Engage docs to learn more.

This page was last modified: 22 Mar 2024

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