Lifecycle & automation
Create a reusable audience
Combine customer attributes and behavior into a segment you can use across lifecycle actions.
Availability depends on your plan, permissions, and connected channels.
Step by step
Follow the workflow
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1
Open Data → Audiences
Review existing audiences before creating another segment with overlapping logic.
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2
Name the business purpose
Use a name that states who is included and why, such as “Recent first-time buyers” rather than “Segment 4.”
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3
Add inclusion rules
Choose customer, order, product, consent, or event conditions supported by the connected data source.
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4
Add exclusions
Exclude contacts who should not receive the action, such as unsubscribed customers or recent purchasers when inappropriate.
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5
Preview the audience
Check the estimated count and sample contacts. Unexpectedly small or large results usually indicate a rule or connector mismatch.
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6
Save and reuse
Save the audience, then select it in email, SMS, web push, workflow, or analysis tools where available.
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