Use the Get Member's Active Segments action in flows to get the list of active Data Cloud segments to which members belong. You can use this action in flows that reward members based on their segment.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Performance, Unlimited, and Developer Editions with Loyalty Management - Growth or Loyalty Management - Advanced |
| User Permissions Needed | |
|---|---|
| To create a flow: | Manage Flows |
| To access Loyalty Management actions in Flows: | Loyalty Management |
Before you use this action, make sure that you activate your market segments and associate them with members.
To get a member's active market segments, enter these values.
| Input | Description |
|---|---|
| Loyalty Program Member ID | ID of the member for whose active market segments that you want to get. |
| Segment IDs |
Optional. Market Segment records to find the segments to which the member belongs. When segment ID isn't specified, the action returns segments from the default data space. |
When finding a member’s Data Cloud segment, the action only considers segments when the segment:
- Last publish status is Success
- Last publish date is closest to the segment’s last processed date
- Isn’t being refreshed
- Is synced
- From Setup, in the Quick Find box, enter Flows, and then select Flows.
- Click New Flow.
- Select a flow type, and then click Next.
- Click +.
- Select Action.
- In the Category section, select Loyalty.
- Search for and select the Get Member's Active Segments action.
- For the action, enter a name and an API name.
- In the Loyalty Program Member ID field, either enter the member's record ID or use a resource to populate Loyalty Program Member IDs.
- If you want to specify Market Segment records, include Segment IDs and use a resource to specify the records.
- Click Done.
- Save your changes, and then activate the flow.
The Cloud Kicks Inner Circle loyalty program issues a 5% discount voucher for sports shoes to Sports Enthusiast segment members whenever they make a purchase. The Get Members' Active Segments action is used in the flow that credits points to members. After the flow credits points to a member, the action is provided the member's ID and Sports Enthusiast Market Segment record. If the Sports Enthusiast Market Segment record is provided as the output of the action, the flow issues the 5% sports shoe discount voucher to the member.