Build and publish a reusable audience

Overview

Use the visual audience builder and controlled schema/AST flow to define customer segments.

1. 1

   Choose the root entity

   Data Administrator 4 min Back to top

   Open the audience builder and select the AccessGuard schema/root entity used for segmentation.

   Tips

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   Validation

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   Success criteria

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2. 2

   Add relationships and filters

   Data Administrator 5 min Back to top

   Build nested AND/OR conditions, relationship filters, grouping and HAVING rules using the schema-aware builder.

   Tips

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   Validation

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   Success criteria

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3. 3

   Validate and preview

   Data Administrator 4 min Back to top

   Run validation and preview to inspect the compiled/controlled result before saving.

   Tips

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   Validation

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   Success criteria

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4. 4

   Save and activate

   Marketing Operations 5 min Back to top

   Create the audience, manage versions/status, and expose members through granted audience capabilities.

   Tips

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   Validation

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   Success criteria

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About this guide