Use Recurly Engage Syncs to keep user traits in Recurly Engage up to date with customer data from your data warehouse. Engage uses those traits for segments and targeted prompts.

Supported objects

📘

Note

Recurly Engage Syncs update user traits. They do not add or remove audience membership with comma-separated merge logic. To manage audience membership, export an Audience to the Recurly Engage destination.

Prerequisites

• A configured Recurly Engage destination.
• A Dataset with the Engage user identifier and traits to sync.
• Traits configured under Pulse Settings → User Traits (type and display) before using them in segments.

Destination fields

The Sync mapping UI only lists user_id as a built-in destination field. Map every other warehouse column by typing the exact Pulse trait name in the Destination field (it must match Settings → User Traits for your Engage application). Trait catalogs are tenant-specific; GrowthLoop does not ship a shared Engage trait list.

Create and configure sync

1. Navigate to Syncs and click Create Sync.
2. Enter Sync details:
   1. Sync Name
   2. Sync Frequency
   3. Update Rule (Engage ingest upserts traits; prefer Insert or update)
   4. Dataset / Table
   5. Match Field: column that maps to Engage user_id
   6. Dataset Unique Field
   7. Connection: Recurly Engage
   8. Object Type: User
3. Click Save Sync.
4. Map source columns to Engage trait names. Confirm user_id is mapped.
5. Enable the Sync.

Verify your sync

After a run, open Pulse User Lookup, enter a synced User ID, and confirm traits match the warehouse. Then confirm Pulse segments that depend on those traits include the expected users.

📘

Note

Issues configuring Recurly Engage Syncs? Contact [email protected].