Merge pull request #7970 from segmentio/vs/update-advertiser-and-audience-creation-guide

StackAdapt Audiences doc updates - updating settings and set up steps

Author: sade-wusi

src/connections/destinations/catalog/actions-stackadapt-audiences/images/audience-example.png

@@ -16,23 +16,26 @@ This destination is maintained by StackAdapt. For any issues with the destinatio
 
 ## Getting started
 
-### Getting your StackAdapt GraphQL token
-
-If you do not have an existing StackAdapt read & write API key, contact the [StackAdapt team](https://support.stackadapt.com/hc/en-us/requests/new?ticket_form_id=360006572593){:target="_blank"}.
+> info "Getting your StackAdapt GraphQL token"
+> If you do not have an existing StackAdapt read & write API key, contact the [StackAdapt team](https://support.stackadapt.com/hc/en-us/requests/new?ticket_form_id=360006572593){:target="_blank"}.
 
 ### Setting up the StackAdapt Audiences destination in Engage
 
 1. In your Segment workspace, navigate to **Connections > Catalog > Destinations**.
 2. Search for and select "StackAdapt Audiences".
 3. Click **Add Destination**.
-4. Select an existing source that is Engage Space to connect to the StackAdapt Audience destination.
+4. Select an existing Engage space source to connect to the StackAdapt Audience destination.
 5. Enter a name for your destination.
-6. On the Settings screen, provide your StackAdapt GraphQL API token.
-7. Toggle on the destination using **Enable Destination**.
+6. On the Settings screen, provide your StackAdapt GraphQL API token. Then, put in the ID of the advertiser you want to sync the audience with. You can [find the advertiser ID in StackAdapt](#finding-the-advertiser-id-in-stackadapt).
+7. Toggle the destination on using **Enable Destination**.
 8. Click **Save Changes**.
-9. Follow the steps in the Destinations Actions documentation to [customize mappings](/docs/connections/destinations/actions/#customize-mappings) or [sync an Engage Audience](#sync-an-engage-audience).
+9. Follow the Destinations Actions documentation to [customize mappings](/docs/connections/destinations/actions/#customize-mappings) or [sync an Engage Audience](#sync-an-engage-audience).
 10. Enable the destination and click **Save Changes**.
 
+#### Finding the advertiser ID in StackAdapt
+In StackAdapt, go to **Execute** (or **Overview**) and click **Advertiser**.
+From the **Filter** section, select the advertiser. The advertiser ID appears in the URL after `advertiser=`.
+
 ### Sync an Engage Audience
 
 To sync an Engage audience with StackAdapt:
@@ -41,25 +44,32 @@ To sync an Engage audience with StackAdapt:
 2. Add a condition to the Engage audience to ensure the required email trait is included.
 3. Open the previously created StackAdapt Audience destination.
 4. Create a mapping: In the mappings tab, click **New Mapping** and select **Forward Audience Event**.
+   - To reuse your Segment audience on the StackAdapt platform, select **Sync Audience**.
+   - To apply import profiles to the StackAdapt platform, select **Forward Profile**.
+   - **Note**: you don't have to set up both mappings.
 5. Define the event trigger: Click **Add Condition** and add this condition: **Event Type is `Track` or `Identify`**.
-6. Map fields: Select the advertiser you want to sync the audience with. You can identify a specific advertiser by finding its ID in StackAdapt.
-
-> info ""
-> When you're on StackAdapt platform, navigate to **Execute** (or **Overview**), then click on **Advertiser**. Next, select an advertiser from the **Filter** section. You can find the advertiser ID in the URL after `advertiser=`.
+6. Map fields:
+   - (**Required**:) Select a default value for `Marketing Status`.
+   - (**Required**:) Select the source field for `Email`.
+   - Select source field for `Standard User Properties`,
+   - Create mappings for `Custom User Properties` if applicable.
 
-![Image showing sample map fields](images/map-fields-example.png)
-
-To verify that your audience is syncing with StackAdapt, open StackAdapt and navigate to **Audience & Attribution > Customer Data > Profiles**. On the Profiles tab, you should be able to see a list of profiles being synced to StackAdapt platform.
+To verify that your audience syncs with StackAdapt, open StackAdapt and navigate to **Audience & Attribution > Customer Data > Profiles**. On the Profiles tab, you should be able to see a list of profiles being synced to StackAdapt platform.
 
 > info "Syncs can take up to 4 hours"
 > It can take up to 4 hours from the time you initiate a sync for profiles to show up in StackAdapt.
 
-If you want to create a StackAdapt audience from your Engage audience:
+To create a StackAdapt audience from your Engage audience:
+
+1. Open StackAdapt and navigate to **Audience & Attribution > Data Data > Segments**, then click **Create Segment**.
+2. Select the advertiser you have synced your audience to.
+3. Choose **Profile Properties > Segment** and select **External Audience Name** as the rule.
+4. Select a condition and put in the audience name as the filter.
+5. Click **Submit** to create the segment.
 
-1. Open StackAdapt and navigate to **Audience & Attribution > Customer Data > Segments**, then click **Create Segment**.
-2. Choose **Segment Engage Audience ID** or **Segment Engage Audience Name** as the rule.
-3. Select the value for the corresponding filter.
-4. Click **Submit** to create the segment.
+> info "Audience name format"
+> Use the *snake_case* name of the Segment Engage audience which can be found in **Settings**, shown in the following screenshot.
+![Image showing sample audience settings tab](./images/audience-example.png)
 
 ### Sending an audience to StackAdapt