Using Segments in a Campaign

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Once we have grouped a set of customers in a segment as illustrated in How to Target a Campaign to Men Under 30, you can use it in a campaign as explained in the following example.

Use Customers Under 30 in a new campaign

  1. Go to Campaigns and click New Campaign.

  2. Choose a descriptive name for the campaign (for example, New Mortgages Offers).

  3. Assign a start and an end date along with a time zone (January 6, 2020 through January 20, 2020 on UTC-8).

  4. Under Audience, click Add Segments and check the corresponding segment.

  5. Click Create. You should be redirected to the campaign settings page if the operation was completed successfully.

Steps 1-5 are shown in the image below:

Using a segment in a new campaign

Utilize the segment in an existing campaign

  1. Go to the campaign settings and click the pencil icon:

    Using a segment in an existing campaign

  2. If the campaign is already configured to use a segment you can either remove it and add the new one -as explained in step 4 of the previous scenario- or have the campaign target both segments.

  3. Click Done. You should be redirected to the campaign settings page if the operation was completed successfully. Finally, click Save in the upper-right corner and publish the changes to apply them.