Updated: about 1 month ago
Select and Segment the Right Audience
Target customers who are genuinely relevant to the campaign instead of messaging everyone.
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Step-by-Step Guide
Start from the campaign objective
Identify the customer behaviour needed for the goal, such as new members, active customers, lapsed visitors, completed-card customers, or a specific card audience.
Apply available filters carefully
Use only filters that support the objective and confirm the resulting audience size. Very broad segments reduce relevance; very narrow segments may reach too few customers.
Check consent and exclusions
Respect communication preferences and applicable requirements. Exclude customers who should not receive the message or whose status conflicts with the offer.
Related Articles
Understand Campaign Types
Create a Campaign Step by Step
Set Up a Welcome Campaign
Set Up a Lapsed Customer Campaign
Create Birthday and Occasion Campaigns
Write Campaign Messages That Drive Action
Attach a Reward to a Campaign
Schedule and Control Campaign Timing
Preview, Test, and Launch Your Customer Campaign
Measure Results and Troubleshoot Delivery
