Follow the steps below to add an opt-in or opt-out segment to your campaign. Opt-in and opt-out segments are usually created by an application administrator. For more information, see the ATG Outreach Administration and Development Guide.
Note: If you create an action with multiple segments, always add the segments in order from most restrictive (fewest members) to least restrictive (most members). Doing so will produce a more efficient campaign.
Display the Segments field for the Send Email Communication action.
In the Add field, select Opt In Segment or Opt Out Segment.
Click Add Segment.
Use the Segment Picker as described in the previous section to find and add the segment you require.
The opt-in or opt-out segment you chose appears in the Segments field.
The Qualifying Users field is updated to show the number of profiles that will be targeted by the campaign. If you include any opt-in or opt-out segments, the number on the right is reduced by the number of profiles in those segments that cannot receive e-mail (their receive email property is set to “no,” possibly because of a global opt-out choice). For example, if you have one profile whose receive e-mail property is “no,” and you add a segment that includes that profile, the Qualifying Users count shows 0 of 0. This behavior is different from the behavior described in the previous section for the Qualifying Users count, where the number on the left is reduced by the number of profiles that cannot receive e-mail.
