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Connecting Profile Sources to Segment Unify When Banner Is Missing

Objective

Learn how to connect additional profile sources to your Segment Unify space when the Connect sources banner or dialog is no longer visible in Profile Explorer.

 

Product

Segment Unify & Engage

 

Environment

Segment Console

 

User Account Permission/Role(s) Required

Workspace Admin or Space Admin role with permissions to edit Unify settings.

 

Procedure

If the initial Connect sources prompt in Profile Explorer was previously dismissed or completed, follow these steps to add new profile sources through your space settings:

  1. Log in to your Segment workspace.
  2. Select your target space from the space menu.
  3. In the side navigation menu, go to Unify > Unify Settings.
  4. Click the Profile Sources tab.
  5. Click Connect Source to choose and connect your additional data sources.

Note: If you cannot see or click the button to add sources, check with your workspace administrator to verify that your user account has the required administrative permissions for this space.

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