Target with segments
Saved audience rules (by tag, program history, engagement or location) that update themselves.
- 1
Name the audience
Open Marketing → Audience → Segments. Under Build a segment, enter a name that explains who belongs in it, such as “Camp families”.
Select the screenshot to enlarge it. The blue outline marks the control to use.
- 2
Choose selection rules
Choose the program, payment or engagement rules you need. Leave a filter at Any when it should not restrict the audience. Multiple rules can narrow the audience considerably.
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- 3
Decide how rules combine
Enter tags when needed and choose Match ALL or Match ANY. ALL requires every rule; ANY includes a contact matching at least one rule. Review this choice before saving.
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- 4
Save and review the segment
Click Create segment, then check the saved audience and contact count. A segment is based on rules, so its membership changes as contact data changes.
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- 5
Use it in a campaign
In a campaign, select the segment under Who gets this email?. Confirm the intended audience before sending; contacts must still be eligible to receive marketing email.
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