Update actual steps to Add Source to Engage Space #4130
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A CSM created a ticket today (https://segment.zendesk.com/agent/tickets/496875) because they and the customer followed the above doc and were confused on how to actually add a source to their Engage Space as the information was inaccurate. I've edited the steps for Step 3 so that it's accurate to what actually exists within the UI.
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@lizkane222 does this works till need to be done? This PR is quite old and still in draft state, with merge conflicts. We plan to close this PR on Friday January 26, 2024. If the work still needs to be done, please let us know. |
updates to grammar
cmastr
approved these changes
Feb 21, 2024
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Thank you for your contribution! Your pull request is merged, but may take a day or two to appear on the site. |
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A CSM created a ticket today (https://segment.zendesk.com/agent/tickets/496875) because they and the customer followed the above doc and were confused on how to actually add a source to their Engage Space as the information was inaccurate.
I've edited the steps for Step 3 so that it's accurate to what actually exists within the UI.
Previously :
Changes :
The flag Replay data is enabled by default, Replay data : Enable this option to replay last month of data into Profiles for every selected source below. When left enabled, 30 days of historical data will be replayed from the source.
A CSM created a ticket today because they and the customer followed the above doc and were confused on how to actually add a source to their Engage Space.
I've edited the steps for Step 3 so that it's accurate to what actually exists within the UI.
Merge timing