Ways to Verify a Member's Segments

Based on your company's requirements, choose how loyalty process rules and the Promotion Eligibility component verify a member's Data Cloud segments. By default, the system uses Query API for Multiple Data Spaces.

In Setup, under Loyalty Management Settings, select one of these verification methods:

Query API for Multiple Data Spaces (Recommended)

Use the Query API for Multiple Data Spaces when segments are available in single or multiple data spaces and the business processes that require information about member segments are executed a limited number of times a day. This method supports Data Cloud One companion orgs and the following member segments:

  • Loyalty Program Member
  • Individual
  • Unified Individual

For more information about the minimum permission required to query the Data Cloud API, see Data 360 License, Credits, and Permission Set Changes in September through November 2025.

For more information about the permission required to use data spaces, see Refine Access with Data Spaces Feature Permissions and Manage Feature Access for Data Space-Aware Data Cloud Features.

Other Verification Methods

You can also verufy member's segments using these methods:

  • Query API: A legacy method that supports only the default data space and Loyalty Program Member segments.
  • Data Graphs: Supports multiple data spaces but requires additional setup to install and deploy data graphs. Data Graphs automatically switches to Query API for Multiple Data Spaces when segments contain mixed member types or batch requests query multiple members at once.

When you use Query API, make sure that the following prerequisites are met:

  • You have view permission for all Activation Definition records.
  • A Data Cloud Loyalty activation target is created and the segments are published to the target. For more information, see Create a Data Cloud Loyalty Activation Target.
  • If you manage a large number of segments, distribute them across multiple activations to optimize performance.