How do I select my audience for the Workflow?

You can connect a Workflow to one or more contact lists or use a segment as its audience.

Using contact lists

Choose one or more saved lists when you already know which groups should receive the campaign. If the same person appears in multiple selected lists, they are enrolled only once. This prevents duplicate postcards and unnecessary mailing costs.

Using a segment

Choose a segment when you want contacts to qualify according to rules. For example, you could target past clients, homeowners in a certain area, or contacts with an anniversary approaching.

Because segments are dynamic, new contacts can enter the Workflow automatically when they begin matching the segment's rules.

You can also set a future start date if you want to prepare the Workflow now but delay enrollment until a specific day.