Can I select a customer segment and preview who will receive a campaign?
Yes. In Audiences, define supported customer-field rules, combine them, and preview the matching contacts before saving the audience. Reuse the saved audience in the SMS campaign builder. The current evaluation supports customer information such as location fields, customer type, active status, and tags; preview the result before launch.
Open Audiences and create a named customer segment. Write a description that explains which customers should receive the campaign.
Use customer information such as city, state, ZIP, customer type, active status, or tags. Set the comparison and value for each condition, then choose whether all or any of the conditions must match.
Run the preview and inspect the returned people and phone numbers. The preview includes contacts with a usable stored phone number, so the audience is a recipient list to review rather than a count of every customer record.
Save the name, description, and rule configuration. Edit or duplicate the saved audience when preparing a different campaign segment.
Choose the audience in the campaign builder, review the messages and timing, and inspect recipients again before launching a run. Keep campaign consent and exclusions consistent with the actual contacts selected.
Use customer information and tags to define the audience. The job, invoice, and equipment filters shown in the builder currently do not narrow the recipient list. Preview the matching contacts before using the audience.
A saved audience name is not enough to validate recipients. Inspect the actual contacts for the intended campaign and confirm that the group matches the business question.
Before you get started
Yes. The audience builder supports matching all conditions or any condition through AND/OR logic.
The current evaluator includes customer ZIP, city, state, type, active status, and tags among its supported customer fields.
Those non-customer rule categories are not supported by the current audience evaluator. Use a supported customer-field or tag-based segment and preview it before launch.
Bring an example of the work you manage today. We’ll demonstrate the steps, customer view, and setup relevant to your team.
