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            Set Up Data Cloud Segment Verification for Promotions

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            Set Up Data Cloud Segment Verification for Promotions

            Specify the mechanism that APIs and automated processes use to check segment membership to identify eligible promotions. When you use APIs, such as the Eligible Promotions List API, they use the specified mechanism to identify the Data Cloud segments that the customer is a part of.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise, Unlimited, and Developer Editions with Real-Time Offer Management and Data Cloud
            Note
            Note You can select members from Data Cloud segments across multiple data spaces. For best results, select your promotion's target audience from segments found within one data space.

            Choose Segment Verification Mechanism

            Here are the ways to setup segment verification:

            • Query API for multiple data spaces
            • Data graphs
              Important
              Important You can use data graphs for segment verification only when your org has Loyalty Management. See Create Data Graphs for Promotions Segment Verification. However, we recommend that you use Query API for multiple data spaces.

            Requirements to Use Query API for Segment Verification

            Complete the prerequisites required to use Data Cloud segments as promotion target audience. Using the Query API doesn’t require any additional configuration.

            Requirements to Use Data Graphs for Segment Verification

            See Create Data Graphs for Promotions Segment Verification.

             
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