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Happie Pingol
Community Manager
Mar 26, 2026 5:23 PM UTC

How do I build audience segments for acquisition plans?

Overview 

Building audience segments helps you target specific groups with tailored messaging and track their response rates. 

 

Step 1: Choose your segment creation method 

When creating your acquisition plan, after entering vendor information, you have two options: 

  1. Import segments from a spreadsheet by selecting "Import" and downloading the sample template to ensure correct formatting OR 

  1. Add segments manually by selecting "Add Segment" 

Step 2: Create segments manually 

If adding segments manually: 

  1. Select one of your pre-loaded acquisition lists 

  1. Name the segment 

  1. Click "Save" before adding additional details 

Step 3: Add segment details 

For each segment: 

  1. Select your Package from the dropdown (use "+ Add Package" to include multiple packages) 

  1. Add Source Codes to track responses 

  1. Optionally add Ask Strings (up to six ask amounts) 

  1. Enter costs for the package, list rental, and/or total pieces mailed to track ROI 

  1. Create additional segments as needed 

 

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