Once a CRM is connected, PocketPass reads its audiences and lets you target by them - both when you send a notification and when you decide which template a customer gets. You don't rebuild your segmentation in PocketPass; you reuse it.
What each provider exposes
The audiences PocketPass can see depend on what the provider's API returns.
Klaviyo exposes lists and segments. Both come through, and both work everywhere PocketPass targeting does.
Mailchimp exposes lists (audiences), tags, and saved segments. In the notification audience picker these are grouped as Mailchimp audiences / Mailchimp tags / Mailchimp segments so you can tell them apart at a glance.
Me&u Connect has no lists or segments. Targeting for Me&u accounts is done with PocketPass's own group tags and pass templates instead.
The Mailchimp saved-segment gap
Mailchimp's Marketing API returns tags reliably, but does not expose newer saved segments built in Mailchimp's segment builder. PocketPass asks Mailchimp for saved segments and Mailchimp returns none - so those segments simply can't be imported, no matter how they're named or how many contacts they hold.
If a saved segment you expected is missing from PocketPass, this is why. The fix is to recreate that targeting as a tag. The reliable pattern is a Mailchimp automation that tags every contact matching the condition (for example, "tag lapsed-90d when a contact hasn't ordered in 90 days"). Tags always sync, and they work everywhere PocketPass targeting does - notifications and template rules alike.
Reach for a tag whenever you want a Mailchimp audience that PocketPass can act on. It's the one audience type that never surprises you.
Where these audiences show up
Notification targeting. Open /dashboard/notifications, choose New notification, and look under Who gets this. Your CRM's lists, tags, and segments appear alongside PocketPass's own pass-template and group-tag filters. Pick one to send only to the customers in it. See Choosing an audience for how filters combine, and Sending a notification for the full send flow.
Template rules. The same audiences drive which template a customer is enrolled onto. Map a CRM list or segment to a template and any customer in that audience gets that pass when they enroll. That's covered in Turn customers into passes.
CRM audiences and PocketPass group tags can be used together. A notification can target a Mailchimp tag and a PocketPass group tag at once - the filters combine, so you narrow to the customers who satisfy both.
Keeping audiences fresh
PocketPass re-reads your CRM's audiences on its regular sync, so lists and segments you create in the CRM show up here without any manual import. If something you just built in the CRM isn't listed yet, give the next sync a moment - or, for Mailchimp saved segments, remember the gap above and use a tag instead.
Where to go next
- Choosing an audience - how targeting filters combine.
- Sending a notification.
- Turn customers into passes - using these audiences as template rules.