Set Up Data Cloud Segment Verification for Promotions

Specify the mechanism that APIs and automated processes use to check segment membership to identify eligible promotions. When you use APIs, such as the Eligible Promotions List API, they use the specified mechanism to identify the Data Cloud segments that the customer is a part of.

Required Editions

Available in: Lightning Experience

Available in: Enterprise, Unlimited, and Developer Editions with Real-Time Offer Management and Data Cloud

Note You can select members from Data Cloud segments across multiple data spaces. For best results, select your promotion's target audience from segments found within one data space.

Choose Segment Verification Mechanism

Here are the ways to setup segment verification:

Query API for multiple data spaces
Data graphs

Important You can use data graphs for segment verification only when your org has Loyalty Management. See Create Data Graphs for Promotions Segment Verification. However, we recommend that you use Query API for multiple data spaces.

Requirements to Use Query API for Segment Verification

Complete the prerequisites required to use Data Cloud segments as promotion target audience. Using the Query API doesn’t require any additional configuration.

Requirements to Use Data Graphs for Segment Verification

See Create Data Graphs for Promotions Segment Verification.