Start with relevance
A segment should answer a question, such as which customers need a particular service update or which buyers may be interested in a collection.
CUSTOMERS / AUDIENCES
A more relevant next conversation.
Define customer audiences around a clear business purpose. Keep criteria, membership and communication permissions visible before using a segment in a campaign.
BUILT AROUND THE WORK
What this means
for your business.
Inspect the criteria
Review the source fields, conditions and any dynamic membership rules. Missing or stale information can make a technically valid rule commercially misleading.
Respect channel permission
Belonging to a segment does not grant marketing permission. Use the appropriate consent and communication settings for the chosen channel.
THE DETAIL IN BUSINESS CONTEXT
A relationship has a history.
Customer context becomes useful when the team can connect the latest question to orders, service and relevant commercial permissions.
Audience & consent
A matching segment does not automatically authorise a marketing message.
Loyalty & reversals
Define earning, redemption and correction rules alongside cancellations, returns and customer support.
INSPECT THE RECORDS AND DECISIONS
A useful audience starts with a business question.
Define why the group exists, what criteria describe it and how it will be used. Membership is a data decision; permission to communicate is a separate channel decision.
Operating concepts to inspect in your setup; this is not a wire-format schema. Exact API fields belong in the source-derived reference.
- Purpose
- The service or commercial objective of the audience.
- Criteria
- The fields and conditions used to select customers.
- Membership
- The actual matching customer records.
- Evaluation
- When and how the rule is refreshed for the setup.
- Channel permission
- The consent and communication settings that apply.
- Outcome measure
- The result used to judge the interaction.
If the audience is unexpectedly large
Inspect each condition and representative matches. Check missing fields and the meaning of combined rules.
Before using a segment in marketing
Review consent, offer terms, channel scope and the intended measurement. A segment match alone is not a sending instruction.
CLOSER TO THE PRODUCT
Explore the details
behind the experience.
Actual views supplied from Agora. Open each capture to inspect the controls and context. These views are separate from the interactive examples and their illustrative data.
SEGMENT RULES
Turn customer criteria into an audience.
Inspect audience identity, dynamic membership and matching rules in the supplied segment-creation interface.
FOLLOW THE PROCESS
From the first step
to the next decision.
01
Name the purpose
Define the audience and intended interaction.
Name the purpose→Set and review the rule→Use the audience deliberately
02
Set and review the rule
Inspect criteria and representative matching records.
Name the purpose→Set and review the rule→Use the audience deliberately
03
Use the audience deliberately
Check consent, campaign terms and measurement before outreach.
Name the purpose→Set and review the rule→Use the audience deliberately
Operating walkthrough · Review the exact configuration for your business.
A CLEARER PICTURE
Good questions.
Useful answers.
Does membership change over time?
The segment interface includes dynamic criteria. Review evaluation behaviour for the specific setup.
Can AI help create a campaign?
Explore the marketing and merchant-agent paths, including review and action boundaries.
BUILD WITH AGORA
Your next chapter starts here.
Bring your business, your ambition and the questions that matter. Let’s explore what you can build with Agora.