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Segment Creation Methods
Multiple approaches are available for segment creation. Choose the method that best fits your use case.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Performance, Unlimited, and Developer Editions with Loyalty Management |
| Use Case | Recommended Approach | Why |
|---|---|---|
| Target loyalty members with personalized promotions | Unified Individual | Best accuracy, deduplication, works across channels |
| Simple member-based targeting | Loyalty Program Member | Direct, straightforward, no identity resolution needed |
| Contact-based targeting without loyalty context | Individual | When loyalty membership isn't the primary criteria |
| Multi-channel campaigns (Marketing Cloud, Personalization) | Unified Individual | Other systems primarily work with Unified Individual |
| Profile-enabled identity resolution in use | Unified Individual | Leverage existing identity resolution investment |
For more information on getting the list of active Data Cloud segments to which members belong, see Get Members' Active Segments.
- Unified Individual Segments
Use unified individual segments to create the most accurate, deduplicated view of your customers across all channels and data sources. - Individual Segments
Use individual segments when you need to target customers based on contact or profile attributes without requiring loyalty program context. - Loyalty Program Member Segments
Use loyalty program member segments when you want to target customers based on loyalty-specific attributes such as tier, points, or membership status.
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