Automations can now target customers currently in the segment

You can now choose to include customers who are already in a segment when you activate an automated campaign — giving you full control over who receives it from day one.

What is it?

When setting up an automated campaign, you now have the option to include customers who are already in the targeted segment at the time of activation. Previously, automated campaigns only reached customers who entered the segment after the campaign was turned on.

Why it matters

Most automated campaigns are designed to respond to new behavior — a welcome offer for a new member, a nudge for someone who just became eligible. Excluding existing members in those cases prevents accidental duplicate messages and rewards.

But some use cases genuinely need to reach everyone who qualifies, not just future entrants: ongoing perks for loyalty tiers, recurring benefits tied to an always-on segment, or segment-based programs where existing members should start receiving the benefit right away (i.e. Birthday reward campaigns!). This new option makes both approaches possible.

How it works

During automated campaign creation, look for the new "Include customers presently in your segment" toggle in the Audience section. Turn it on to have the campaign apply to both current segment members and future customers who enter the segment later.

Where to find it in Thanx

Navigate to Campaigns → Automated Campaigns → Audience

Keep in mind

This setting is selected during campaign creation and cannot be changed after the campaign is live. Make sure you've confirmed your intent before activating.