Segments

Build dynamic audiences of suppliers using simple rules. Preview who’s included and sync members before using them in campaigns.

What you can do

• Create a segment with rules (category, country, status, etc.).
• Preview members that match your rules.
• Sync members so campaigns use a frozen list.

Who can do this?

• Viewer: read-only
• Writer/Admin: create, edit, sync

Create a segment (step-by-step)

1. Go to Segments: /o/:organizationId/segments
2. Click “New segment”
3. Name your segment and add rules, for example:
   • Category is “Textile”
   • Country is “Bangladesh” or “India”
   • Status is “Active”
4. Save

Result: you’ll see how many suppliers match; adjust rules if needed.

Preview and sync members

Preview

• Use the Preview to list suppliers matching the current rules.
• Check sampling to ensure the audience is correct.

Sync

1. Click “Sync members” to freeze the current list
2. Confirm in the dialog
3. The segment now has a stable member set for campaigns

Tip: Re-sync any time rules change to update the membership.

Use a segment in a campaign

When creating or editing a campaign, choose your segment in the Configuration tab. The campaign will target the segment’s synced members.

Troubleshooting

• The preview is empty: relax or change your rules; check for Active status.
• My campaign includes fewer recipients than expected: make sure you synced after changing rules.