Segmentation in the Wunderkind Platform – Help Center

This article explains how to use Segmentation in the Wunderkind Platform: how to access and manage segments, build new audiences, understand audience size behavior, work with manual uploads, and use the Privacy ID option.

What you can do with Segmentation

With Segmentation in the Platform, you can:

Build and edit audience segments directly in the Platform
Combine multiple conditions to define exactly who should be included in an audience
Import manual/static lists (CSV files) to create audiences from existing contact lists
Use those audiences when you create text and omnichannel experiences (where enabled for your account)

What’s new compared to Connect

If you’ve used Segmentation in Connect, the overall concepts are the same, but the Platform experience introduces a few improvements:

Updated list view: The Segments list surfaces Status, Last edited, Date created, and Audience size more clearly, making it easier to find recent or active segments.
Segment views by channel: You can quickly filter to see audiences that are primarily intended for Omnichannel or Text, alongside All segments and Archived.
Streamlined, in‑Platform workflows: You can stay in Platform to create and manage audiences and, where enabled, use them directly in text and omnichannel experiences.
Improved UX for complex conditions: When the audience size takes time to calculate, the Platform shows a message rather than an incomplete real‑time count.
An Improved UX upload experience: Manual uploads follow the same core rules as Connect (contact identifier, property limits) with messaging that better explains limits such as file size and columns.

Accessing Segments in Platform

To access Segmentation:

Go to Audiences → Segments in the Platform navigation.

At the top of the page, you’ll see four views:

All segments – all active and draft segments
Omnichannel – segments primarily intended for omnichannel use (i.e. like when integrating audiences with Meta)
Text – segments primarily intended for text use
Archived – segments that have been archived

In any of these views, each row includes:

Name
Status (for example, Draft, Active, Archived)
Last edited
Date created
Audience size

From the All segments, Omnichannel, and Text views, you can open the menu on the right (three dots) for a segment to:

Edit
Duplicate
Download (Only for segments with their status set as “Active”)
Archive

In the Archived view, the three‑dot menu only allows you to duplicate the segment.

Creating an Audience

There's two ways that you can setup your audience. Build a new segment from scratch, or import a static list.

To build a new segment:

From Audiences → Segments, click Create audience.

Choose one of the following:

Build a new segment – start from scratch and define your rules in the builder.
Import a static list – upload a CSV file containing contact email addresses and/or phone numbers to create an audience from a static list.

When building a new segment:

Add conditions (for example: subscription status, events, campaigns, geography, value, other segments, or profile attributes).
You can combine conditions using AND (all conditions must be true).
You can use groups with OR logic when you need “either/or” rules (for example, users in Region A or Region B).

Conditions can be built from the following categories:

Subscription

Is Subscribed to Text
Is Customer

Event

Is Customer
Add to cart events (in past X days)
Conversion events (in past X days)
View category events (in past X days)
View item events (in past X days)
Visit events (in past X days)

Campaign

Text messages received (in past X days)
Text messages clicked (in past X days)
Emails received (in past X days)
Email clicked (in past X days)

Geo

Geo Country
Geo Region

Value

Customer Lifetime Value
Purchase Amount (in past X days)

Segment

Product Affinity
Purchase Propensity
Segment Membership

Profile Data

Birthdate
Client Segment
City
Region
Postal Code
Loyalty Member Status
Loyalty Membership Start Date
Loyalty Current Tier Start Date
Loyalty Points
Loyalty Tier
Loyalty Rewards Available
Loyalty Points to Reward
Loyalty Points to Next Tier
Loyalty Next Tier
Loyalty Reward Expiration Date
Store Card Holder
Subscription Member Lifetime
Current Subscription Active
Store Purchaser
Online Purchaser
First Purchase Date
Last Purchase Date

Choose the Channel the audience is primarily intended for:

Text
Omnichannel

As you add rules, you’ll see an estimated audience size for supported condition types.

Give your segment a clear name and complete any required fields.

Click Save and Close.

A segment name is required save the segment.

To create your audience by importing a segment static list

In Audiences → Segments, choose the option to Import a static list (from Create audience or the appropriate entry point in the Segments page).
Download the CSV template provided in the UI.
Fill in the template with your contacts.
Upload the completed CSV file.

File requirements and limits

The manual upload feature enforces the following rules:

Your file must include at least one column with email addresses or phone numbers.
The maximum file size for uploads is 50MB.

Very large manual uploads may take longer to process. In most cases, manual uploads are used for moderate‑sized lists that complete without issue.

Using Segments with Text and Omnichannel (where enabled)

If your account has access to text and/or omnichannel experiences in Platform, you can use Segments directly when building those experiences.

From the relevant campaign or experience builder, you can:

Select a segment that you created in Platform.
Configure your message content and other settings (for example: tracking, schedule, channel‑specific options).
Follow the guided steps until the end of the flow.
Schedule, save as draft, or launch your experience, depending on the channel and configuration.

This workflow keeps audience building and campaign setup in one place and ensures you are always using the most up‑to‑date segments.

How audience size is calculated

Real‑time counts for most conditions

For most condition types, the Platform provides a real‑time audience size estimate as you adjust your rules:

When you add, remove, or change a condition, the estimated size updates automatically.
This helps you understand the impact of each rule before saving the audience.

When counts are not real‑time

Some more complex condition combinations require heavier computation. In these cases:

You may not see an updated count immediately after adding or changing the condition.
Instead, the Platform will show a message explaining that the audience size will take time to generate and that you should check back later.
The audience size will still be calculated; it simply won’t appear in real time.

This behavior is expected and prevents slow or incomplete counts when calculations are more intensive. If you are importing a static list or selecting Product finity as your condition, it could take up to 15 minutes to reflect the calculated audience size

Privacy ID

When creating or editing a segment, you will see a toggle labeled Enable Privacy ID that you can turn on.

What Privacy ID does

Privacy ID is designed for situations where multiple customers may share the same phone number. When you enable it:

Targeting becomes more restrictive and precise, and
Audience size may become smaller because the system is more selective about which profiles are included.

This is useful when you want conservative targeting in scenarios like shared household devices or shared phone numbers.

Default behavior

To avoid unexpected changes in existing audiences:

Enable Privacy ID is off by default.
Previously created segments are not automatically changed to have Privacy ID enabled, so their counts stay consistent.

You can choose to turn on Privacy ID on new or edited segments when you want stricter, more conservative targeting.

Feedback & Support

To share feedback or request enhancements:

Submit a ticket via the Wunderkind Help Center
Contact your Customer Success Manager for feature discussions or roadmap visibility

For technical assistance, submit a ticket via the Wunderkind Help Center or reach out to support@wunderkind.co.

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