When creating a campaign, you must define who should receive the communication by setting the Audience. The Audience section allows you to associate a campaign with a segment. All profiles that match the segment criteria become eligible recipients for the campaign
On the campaign configuration screen, refer to the right-side panel.
Scroll to the Audience section.
The Segment field is mandatory and initially displays a “Select” dropdown.
Select Audience from an Existing Segment
Click Select Segment from the Select dropdown.
A Segments List modal opens displaying a list of all existing segments available to the user.
Each segment represents a predefined audience built using rules and filters.
Browse or use the Find search box to filter by segment name if required.
Select one segment from the list.
Click the Confirm button to apply the selection and close the modal.
Create New Segment from Audience Selector
The campaign configuration remains unsaved in the background while the user creates the segment.
From the Select dropdown options, click Create New Segment.
The system navigates the user to the Create Segment form.
On the Create Segment form enter a unique Segment Name.
In the Prompt field, describe the audience in plain language.
The Prompt field is a mandatory field. BCE uses this prompt to build the structured query for your segment.
Select Search, the Details section displays the generated Structured Query.
The Create Segment button becomes active once you provide a Segment Name and generate a valid Structured Query.
Turn ON the Use Prompt as Segment Description toggle to reuse the prompt text as the segment description in BCE or turn OFF the Use Prompt as Segment Description toggle to provide an elaborate description when users should use this segment.
Under Details, the Overview section displays summary metrics as colored tiles.
The Profiles Preview displays all profiles that match the segment’s Structured Query conditions.
The Create Segment button becomes active once you provide a Segment Name and generate a valid Structured Query.
Click Create Segment button.
The system creates the segment using the defined criteria.
After saving, the system automatically navigates the user back to the Campaign configuration screen.
Select the newly created segment from the Select Segment dropdown menu in the Audience- Segment field.
Upload File from Audience Selector
Prerequisites for a CSV Upload:
Prepare a CSV file that follows the defined schema.
Ensure the file meets the same rules shown on the Upload CSV File with Profile Data panel.
Upload one CSV file at a time.
Open Audience Select dropdown options
From the dropdown, click Upload File.
The Import – Upload CSV File with Profile Data modal opens. It displays guidance for preparing the CSV file and a file drop zone.
In the upload area, drag and drop the CSV file onto the Drag & Drop or click the Browse text (file selector) and choose the CSV file from your local system.
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After you select the file, the panel shows the file name, size, and a trash icon to remove the file
If you selected the wrong file, click the trash (delete) icon in the file tile to remove it and then select the correct CSV file.
Click Cancel to stop the CSV file import and return to the Campaigns page or click Upload to start the CSV file import.
BCE displays a Processing… modal while it extracts profiles from the CSV file.
If the file is large, the message notes that processing can take up to two minutes.
Extracting Profiles
Still working… If your file is large, this may take up to 2 minutes.
Click the X icon to close the modal
After processing completes, BCE returns you to the campaign configuration screen.
The Audience section now reflects the uploaded file as the audience source.
Audience rules derived from file uploads are not editable from the campaign screen.