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Defining customer audiences with customer segments

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Use customer segments to identify a group of customer entities to use as audience in always-on outbound campaigns.

The following types of segments are supported:

  • Creating List Segments

    You can use a List Segment to quickly convert a list of customers into a Segment that Pega Customer Decision Hub can use as the audience in Campaign and scheduled Next-Best-Action execution.

  • Creating a Criteria Segment

    With Criteria Segments, you can define one or more conditions that must be true before a customer can be part of audience.

  • Managing Segments

    You can view and manage List and Criteria Segments by using the Segments landing page.

  • Defining an exclusion list of customers who opted out of receiving notifications

    Use exclusion lists to prevent Pega Customer Decision Hub from initiating outbound actions for a specific set of customer entities. For example, you can set up an exclusion list for customers who opted out of receiving notifications, customers who unsubscribed from your newsletter, or customers whose email addresses are invalid.

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