--- title: Configure campaign enrollment slug: data-platform/docs/configure-campaign-enrollment docTags: createdAt: 2026-08-10T12:05:19.000Z --- :::hint{type="info"} **Note** The terms *audiences* and *segments* are interchangeable. Optimizely has updated all *segments* to *audiences* on the **Audiences** page and is updating the UI on other pages. See [Understand audiences](docId\:v-gHiL9jfINBey-4QNtFM) to get information on audiences. ::: When creating or editing a campaign, you can apply enrollment rules to customize your customer audiences and refine the campaign's audience. If the campaign has a series of touchpoints, Optimizely Data Platform (ODP) reapplies the enrollment rules for every touchpoint based on the current enrollment status. For example, if you use *lists* as an enrollment rule, ODP checks the membership to see if you updated the list each time before sending the next touchpoint.         ## Configure enrollment :::hint{type="info"} **Note** Email and SMS channels are legacy features and not offered to new customers. ::: 1. Go to **Activations > Overview**. 2. [Create a campaign](docId\:DKxtgWwkAXLkkLOufg8mT) or select the campaign you want to edit. 3. Expand **Enrollment** and edit an existing audience or create a [standard](docId\:NANHdxpeOJqww6o4qGffi) or [real-time audience](docId\:chCPcgJQ5k5t6nUgnnd43). 4. (Optional) Set additional enrollment rules. ::Image[]{src="https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/hFpMEnZ_rTNhgEK-cV3Cb_enrollment-segment-list-for-enrollment.png" size="100" isUploading="false" width="800" height="363" darkWidth="800" darkHeight="363" showCaption="false" indent="1"} ## Types of enrollment  You can enroll customers in the following two ways, depending on the type of campaign: - **Audience-based enrollment** – Enroll customers by using a standard or real-time audience. Standard audiences are available for one-time and behavioral campaigns, while real-time audiences are available for web campaigns. - **Event-based enrollment** – Enroll customers who have triggered an event, like opening an email. Event-based enrollment is only available for behavioral campaigns.    ### Audience-based enrollment 1. Go to **Activations > Overview**. 2. Edit or create a campaign. 3. Expand **Enrollment** and select an audience. - **For one-time campaigns** – Select and edit an existing standard audience or click **Create New Segment**. For information on creating or editing standard audiences, see [Create standard audiences](docId\:NANHdxpeOJqww6o4qGffi). ::Image[]{src="https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/XRJzqXAAwUwvyHL-B0-Z9_enrollment-select-segment-and-create-new-segment.png" size="40" isUploading="false" width="376" height="688" darkWidth="376" darkHeight="688" showCaption="false"} - **For behavioral campaigns** – Select **Customers that match a segment**, then repeat the steps for one-time campaigns. ::Image[]{src="https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/ySecqFgl8zhjUZKYNZcRP_enrollment-customers-that-match-a-segment-option.png" size="70" isUploading="false" width="586" height="112" darkWidth="586" darkHeight="112" showCaption="false" indent="1"} :::Paragraph{listStyleType="disc" indent="2"} **For web campaigns** – Select **All Visitors** or a real-time audience from the drop-down list. See [Build real-time audiences in ODP ](docId\:chCPcgJQ5k5t6nUgnnd43)for information on real-time audiences.  ::: ::Image[]{src="https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/4LuObOcBE5ne_LMiLVqDr_enrollment-segment-filter-dropdown-all-visitors.png" size="60" isUploading="false" width="485" height="442" darkWidth="485" darkHeight="442" showCaption="false" indent="1"} 4. (Optional) Click **Preview** to see the estimated reachable audience. 5. Click **Apply** to save your enrolled customers. ::Image[]{src="https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/ozjg_ssggkQIlEodBzxcx_enrollment-segment-preview-and-apply-button.png" size="100" isUploading="false" width="800" height="331" darkWidth="800" darkHeight="331" showCaption="false" indent="1"} 6. (Optional) Adjust the **Enrollment Rules** for one-time and behavioral campaigns. ### Event-based enrollment Only available for behavioral campaigns. 1. Go to **Activations > Overview**. 2. Edit or create a campaign. 3. Expand **Enrollment** **>** **Customers that trigger an event**. 4. Select a filter from the **Filter** drop-down list. For information on creating filters, see [Manage filters](docId:1SXrAMaLAz-2u_TTw4U82). ::Image[]{src="https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/rLtfWzuhVWUEXBLtbyK5l_enrollment-customers-that-trigger-an-event-filter-dropdown.png" size="60" isUploading="false" width="551" height="505" darkWidth="551" darkHeight="505" showCaption="false" indent="1"} 5. Expand **Automation Rules** and define the number of messages the campaign sends to each person per hour. ::Image[]{src="https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/yNTG7_tT2WiYXOlXBMz-9_automation-rules-limit-messages-per-person-per-hour.png" size="100" isUploading="false" width="800" height="73" darkWidth="800" darkHeight="73" showCaption="false" indent="1"} ## Additional enrollment rules You can apply additional **enrollment rules** for one-time and behavioral campaigns to refine your audience further. You can change the value of the underlined words by clicking on them. - Toggle **Must have been active in the past 24 hours** to enable it. You can change the values to select customers who **have not** been active within a defined time period.   - Toggle **Must not have matched this campaign in the last 7 days** to disable it. You can change the values to select customers who **have** either **opened** or **clicked any campaign**, **this campaign group**, **campaign**\*, \*or **campaign group,** within a defined time period. Click **Add** to add more enrollment rules. - Toggle **Must be subscribed to (select)** to enable it. You must select the subscription from the filter drop-down list. ::Image[]{src="https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/KxERHiYWfghVVnWnLXQYt_enrollment-enrollment-rules-narrow-your-audience.png" size="100" isUploading="false" width="800" height="261" darkWidth="800" darkHeight="261" showCaption="false" indent="1"}