Skip to main content

​
Steps

  1. Run and validate the SQL result.
  2. Confirm the output maps cleanly to users or wallets.
  3. Save the result as a segment.
  4. Reuse the segment in a campaign or automation.

​
Important Checks

  • Check for duplicate rows before saving.
  • Confirm the query returns the right identity type.
  • Decide whether the segment needs to refresh automatically.