---
schema_version: "1"
id: 3c242c5bd26e6c1038402e8714adad0aeb403a130e72ea2f4cda04186b705dba
title: Segment Creation Methods
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/xcloud/264-0-0/loyalty_segment_creation_methods.md
canonical_url: https://help.salesforce.com/s/articleView?id=xcloud.loyalty_segment_creation_methods.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 39b0a56d40328a08cd679bb3f2369e1e5f4b9589478c6a4b6550e8c597745d95
description: Multiple approaches are available for segment creation. Choose the method that best fits your use case.
products:
  - Loyalty Management
release: "264"
---
# Segment Creation Methods

Multiple approaches are available for segment creation. Choose the method that best fits your use case.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Enterprise</strong>,&nbsp;<strong>Performance</strong>, <strong>Unlimited</strong>, and&nbsp;<strong>Developer</strong>&nbsp;Editions with Loyalty Management</td></tr></tbody></table>

  
| Use Case | Recommended Approach | Why |
| --- | --- | --- |
| Target loyalty members with personalized promotions | Unified Individual | Best accuracy, deduplication, works across channels |
| Simple member-based targeting | Loyalty Program Member | Direct, straightforward, no identity resolution needed |
| Contact-based targeting without loyalty context | Individual | When loyalty membership isn't the primary criteria |
| Multi-channel campaigns (Marketing Cloud, Personalization) | Unified Individual | Other systems primarily work with Unified Individual |
| Profile-enabled identity resolution in use | Unified Individual | Leverage existing identity resolution investment |

For more information on getting the list of active Data Cloud segments to which members belong, see [Get Members' Active Segments](https://help.salesforce.com/s/articleView?id=xcloud.loyalty_promotion_action_member_segment.htm&release=264.0.0&type=5 "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.").

- **[Unified Individual Segments](https://help.salesforce.com/s/articleView?id=xcloud.loyalty_unified_individual_segments.htm&release=264.0.0&type=5)**  
    Use unified individual segments to create the most accurate, deduplicated view of your customers across all channels and data sources.
- **[Individual Segments](https://help.salesforce.com/s/articleView?id=xcloud.loyalty_individual_segments.htm&release=264.0.0&type=5)**  
    Use individual segments when you need to target customers based on contact or profile attributes without requiring loyalty program context.
- **[Loyalty Program Member Segments](https://help.salesforce.com/s/articleView?id=xcloud.loyalty_program_member_segments.htm&release=264.0.0&type=5)**  
    Use loyalty program member segments when you want to target customers based on loyalty-specific attributes such as tier, points, or membership status.