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Using segments in your campaign
Using segments in your campaign

Create segments to target specific customer groups who can enroll in your referral program

Adam avatar
Written by Adam
Updated over a week ago

Create and target segments so you can filter which subsets of customers are eligible to enroll in your referral campaign. For example, you can target loyal customers whose lifetime spend is more than $500 and send them bigger rewards.

Using segments is a great way to limit the audience of your referral program based on the conditions you set, or the specific contacts you select.

Using a segment in your campaign

  1. Go to Campaigns and select All Campaigns.

  2. Select your Live campaign and click Target Audience.

  3. In the Target this segment dropdown, select one or more segments from the options. Or create a new one.

  4. You can also exclude a segment by selecting one or more values in the Exclude this segment dropdown. This is optional.

  5. Click Save Changes.

Creating a new segment

  1. On the Target Audience page of your live campaign, click the Target this segment dropdown and select Create New Segment.

  2. Choose either a Dynamic or Static segment.

    • Dynamic - eligibility is based on the conditions you set.

    • Static - only the selected contacts you import are eligible.

  3. Type in the segment name and set up your segment.

  4. Click Save Changes. Once saved, you can now target or exclude the new segment in your Target Audience settings.

Viewing segment contacts

Go to Contacts > Segments to view a list of Advocates that are members of your segments.

Note: Your campaign must be set to Live for the segment to take effect. Learn more

How does this impact your Advocates?

The table below outlines how Advocate enrollment is affected by segmentation. This applies to dynamic segments only. Customers are marked as Unenrolled when they do not meet the segment criteria you set for your campaign.



Referral link

Valid link to refer friends

Invalid link that no longer works

Emails sent

Sent automatically by default:

  • Invite email

  • Reminder email

  • Reward emails

Sent automatically by default:

  • Reward emails (unenrollment does not affect rewardable purchases that were made already)

Email subscription

Subscribed by default

Subscribed by default (Advocates may still need to be notified of eligible rewards OR future campaigns you may launch)


Same as campaign settings

  • No new rewards generated

  • Only approved and pending rewards prior to unenrollment will be sent

What’s next?

💬 Need help? Click the chat widget on the right to start a conversation. Learn more

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