--- title: "Define Audience for a Campaign" slug: "define-audience-for-a-campaign" updated: 2026-08-11T08:56:35Z published: 2026-08-11T08:56:35Z canonical: "help.csgi.com/define-audience-for-a-campaign" --- > ## Documentation Index > Fetch the complete documentation index at: https://help.csgi.com/docs/llms.txt > Use this file to discover all available pages before exploring further. # Define Audience for a Campaign 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. ![](https://cdn.document360.io/c578bb14-e570-4b6e-93ed-f6c5b8a2d8a1/Images/Documentation/select segment.gif?sv=2026-02-06&spr=https&st=2026-10-26T14%3A19%3A15Z&se=2026-10-26T15%3A19%3A15Z&sr=c&sp=r&sig=xgDzVfkAtFTRNzUQmYJx5SeHk71LjuVDB20BqBaH9SA%3D) ### Create New Segment from Audience Selector > ![Note](https://cdn.document360.io/c578bb14-e570-4b6e-93ed-f6c5b8a2d8a1/Images/Documentation/Note.png?sv=2026-02-06&spr=https&st=2026-10-26T14%3A19%3A15Z&se=2026-10-26T15%3A19%3A15Z&sr=c&sp=r&sig=xgDzVfkAtFTRNzUQmYJx5SeHk71LjuVDB20BqBaH9SA%3D) > > 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. > ![Note](https://cdn.document360.io/c578bb14-e570-4b6e-93ed-f6c5b8a2d8a1/Images/Documentation/Note.png?sv=2026-02-06&spr=https&st=2026-10-26T14%3A19%3A15Z&se=2026-10-26T15%3A19%3A15Z&sr=c&sp=r&sig=xgDzVfkAtFTRNzUQmYJx5SeHk71LjuVDB20BqBaH9SA%3D) > > The Prompt field is a mandatory field. BCE uses this prompt to build the structured query for your segment. ![](https://cdn.document360.io/c578bb14-e570-4b6e-93ed-f6c5b8a2d8a1/Images/Documentation/create new segment(1).gif?sv=2026-02-06&spr=https&st=2026-10-26T14%3A19%3A15Z&se=2026-10-26T15%3A19%3A15Z&sr=c&sp=r&sig=xgDzVfkAtFTRNzUQmYJx5SeHk71LjuVDB20BqBaH9SA%3D) - 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 > ![Note](https://cdn.document360.io/c578bb14-e570-4b6e-93ed-f6c5b8a2d8a1/Images/Documentation/Note.png?sv=2026-02-06&spr=https&st=2026-10-26T14%3A19%3A15Z&se=2026-10-26T15%3A19%3A15Z&sr=c&sp=r&sig=xgDzVfkAtFTRNzUQmYJx5SeHk71LjuVDB20BqBaH9SA%3D) > > 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. ![](https://cdn.document360.io/c578bb14-e570-4b6e-93ed-f6c5b8a2d8a1/Images/Documentation/upload file.jpg?sv=2026-02-06&spr=https&st=2026-10-26T14%3A19%3A15Z&se=2026-10-26T15%3A19%3A15Z&sr=c&sp=r&sig=xgDzVfkAtFTRNzUQmYJx5SeHk71LjuVDB20BqBaH9SA%3D) - 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. ![](https://cdn.document360.io/c578bb14-e570-4b6e-93ed-f6c5b8a2d8a1/Images/Documentation/upload csv(3).jpg?sv=2026-02-06&spr=https&st=2026-10-26T14%3A19%3A15Z&se=2026-10-26T15%3A19%3A15Z&sr=c&sp=r&sig=xgDzVfkAtFTRNzUQmYJx5SeHk71LjuVDB20BqBaH9SA%3D) - 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. > ![Note](https://cdn.document360.io/c578bb14-e570-4b6e-93ed-f6c5b8a2d8a1/Images/Documentation/Note.png?sv=2026-02-06&spr=https&st=2026-10-26T14%3A19%3A15Z&se=2026-10-26T15%3A19%3A15Z&sr=c&sp=r&sig=xgDzVfkAtFTRNzUQmYJx5SeHk71LjuVDB20BqBaH9SA%3D) > > 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. ### Select Audience from External File Location External File Locations allow you to specify your recipients via files uploaded to a specific folder. It can be used for **Recurring campaigns** and **File-Triggered campaigns**. - When you select **File-Triggered** as **Scheduler type,** the **Audience** section is updated to use an external file location instead of a standard segment selection. To know more visit [Create a File-Triggered Campaign](/cx/docs/create-a-file-triggered-campaign). - Choose **Recurring** as **Scheduler type**, when you want to upload audience file(s) in an External File Location and run the campaign at a specific date or time as mentioned in [Configure Recurring Frequency for a Campaign](/cx/docs/configure-recurring-frequency-for-a-campaign). - In the Audience section of a Recurring Campaign, select **External File Location.** - Select the **template** to use for the campaign. - Click **Save** to save the campaign. #### Find External File Location After you save the campaign, the system provides a file location where you can upload your audience CSV file(s). Each campaign will have its own file location for uploaded files. - Navigate to the **Audience** section. ![](https://cdn.document360.io/c578bb14-e570-4b6e-93ed-f6c5b8a2d8a1/Images/Documentation/ext file location(1).jpg?sv=2026-02-06&spr=https&st=2026-10-26T14%3A19%3A15Z&se=2026-10-26T15%3A19%3A15Z&sr=c&sp=r&sig=xgDzVfkAtFTRNzUQmYJx5SeHk71LjuVDB20BqBaH9SA%3D) - The Audience section displays: - **Segment**: External Location File - **Folder Location**: /triggered/ - A **copy icon** is available next to the folder location. - Select the **copy icon** next to the folder location to copy the folder path. #### Launch the Campaign Verify that you are ready to launch the File-Triggered/ Recurring Campaign before uploading files to the External File Location directory. - To launch a File-Triggered/ Recurring Campaign select **Run Campaign** in the lower-right corner of the page. - Confirm that the campaign status is updated to **Launched** in the campaign list. - The campaign is now available to process uploaded files. - After you launch a campaign, you can stop it at any time by using the **Stop Campaign** option. > ![Note](https://cdn.document360.io/c578bb14-e570-4b6e-93ed-f6c5b8a2d8a1/Images/Documentation/Note.png?sv=2026-02-06&spr=https&st=2026-10-26T14%3A19%3A15Z&se=2026-10-26T15%3A19%3A15Z&sr=c&sp=r&sig=xgDzVfkAtFTRNzUQmYJx5SeHk71LjuVDB20BqBaH9SA%3D) > > The Stop Campaign option becomes available immediately after you launch the campaign and remains available while the campaign is running. #### ![](https://cdn.document360.io/c578bb14-e570-4b6e-93ed-f6c5b8a2d8a1/Images/Documentation/scheduled file triggered campaign(2).gif?sv=2026-02-06&spr=https&st=2026-10-26T14%3A19%3A15Z&se=2026-10-26T15%3A19%3A15Z&sr=c&sp=r&sig=xgDzVfkAtFTRNzUQmYJx5SeHk71LjuVDB20BqBaH9SA%3D) Upload Audience Files for Processing > ![Note](https://cdn.document360.io/c578bb14-e570-4b6e-93ed-f6c5b8a2d8a1/Images/Documentation/Note.png?sv=2026-02-06&spr=https&st=2026-10-26T14%3A19%3A15Z&se=2026-10-26T15%3A19%3A15Z&sr=c&sp=r&sig=xgDzVfkAtFTRNzUQmYJx5SeHk71LjuVDB20BqBaH9SA%3D) > > If the campaign is not running, the system ignores uploaded files and moves them immediately to the /error directory. - Verify that the campaign is in the **Launched** state. - Upload the CSV files to the configured External File Location directory. - To upload a file using **SFTP** (Secure File Transfer Protocol), contact the engineering team and request the following: - An **SFTP username** - A **public/private key pair** for secure access - After you receive these credentials, you can use either Secure Copy Protocol (SCP) or SFTP client you prefer to upload the file. If you want to use a command-line SFTP program, the following command will initiate a session with the SFTP server and allow you to use interactive commands to put the file. ```shell sftp -i ~/Downloads/id_rsa_digico_qa \ -o IdentitiesOnly=yes \ -o StrictHostKeyChecking=accept-new \ svc_digico_qa@transfer-non-prod.precisioncxsolutions.com ``` **Note**- This is a sample command. Replace the credentials and key file with the values provided by your engineering team. > ![Note](https://cdn.document360.io/c578bb14-e570-4b6e-93ed-f6c5b8a2d8a1/Images/Documentation/Note.png?sv=2026-02-06&spr=https&st=2026-10-26T14%3A19%3A15Z&se=2026-10-26T15%3A19%3A15Z&sr=c&sp=r&sig=xgDzVfkAtFTRNzUQmYJx5SeHk71LjuVDB20BqBaH9SA%3D) > > Messages are sent to the recipients included in the uploaded file(s). If multiple files are provided, each file is processed. The uploaded CSV file(s) must contain the profile_ids you want to include in the campaign. The file can also contain additional attributes. If you provide additional attributes, the system updates them in the Profile database before sending the campaign to recipients. - The system reads the file and identifies the campaign audience. - Messages are sent to the recipients included in the file. - The system processes files only when the campaign is in the Launched state. > ![Note](https://cdn.document360.io/c578bb14-e570-4b6e-93ed-f6c5b8a2d8a1/Images/Documentation/Note.png?sv=2026-02-06&spr=https&st=2026-10-26T14%3A19%3A15Z&se=2026-10-26T15%3A19%3A15Z&sr=c&sp=r&sig=xgDzVfkAtFTRNzUQmYJx5SeHk71LjuVDB20BqBaH9SA%3D) > > For a Recurring Campaign, the file(s) are held until the scheduled run time. At the scheduled date and time, the Recurring Campaign runs automatically.