Last verified: November 11, 2026
What You Can Now Do
Context Memo now lets you create, lock, and export audience cohorts from your outbound campaigns in the Outbound section of the dashboard. A campaign used to be a sending record you looked back at. It is now a source of durable segments: the accounts and contacts that matched a campaign, captured as a named cohort with fixed membership. What changes is the step after a campaign finishes. Instead of rebuilding the same audience by hand every time you want to retarget it, suppress it, or hand it to another team, you capture it once, freeze it, and move it where it needs to go.
Where It Is in Context Memo
Open the Outbound tab in the dashboard and select Cohorts. The view lists every cohort you have built, the campaign it came from, its current membership, and whether it is locked or still open to change. Cohort creation, locking, and export all run from this screen.
How to Use It
- Go to Outbound > Cohorts and select New Cohort. Choose the campaign you want to build from. The view loads the matching records from that campaign's data so you can see what you are working with before you name anything.
- Name the cohort and save it. It appears in the Cohorts list in an unlocked state, which means membership can still change as you adjust the segment.
- Review the membership while the cohort is unlocked. This is the point to narrow or widen it, because the next step fixes it in place.
- Lock the cohort. Membership is frozen from that moment, so a cohort exported today and the same cohort referenced next quarter contain the identical set of records. The list view shows the lock state on each row.
- Export the locked cohort from its row in the Cohorts list. You get a portable copy of the audience to load into another platform or pass into an existing workflow.
- Return to the Cohorts list to confirm the source campaign and lock state on the record you exported. That row is your audit trail for which audience went where.
Why We Built It
Customers told us they could not operationalize a campaign audience without pulling it out by hand. The segment existed inside the campaign, but getting it into a usable form meant manual exports, spreadsheet filtering, or a separate tool, and the resulting list drifted the moment anyone touched it. That cost two things: the analyst hours spent rebuilding audiences that already existed, and the ability to prove later which exact records were in a given audience on a given day. Locking solves the second problem, which is the one that matters when legal, compliance, or a sales leader asks who was contacted.
What It Does Not Do Yet
A few limits are worth stating plainly so you plan around them:
- Export is a manual action. You trigger it per cohort from the Cohorts list. There is no scheduled export and no automatic push of new cohorts to a destination on a recurring basis.
- Cohorts are built from campaign data in Outbound. Other areas of the product are not yet sources for cohort creation, so a segment defined by scan results or citation activity still has to be assembled separately.
- Locking is a control on membership, not on downstream copies. Once a cohort leaves Context Memo, the receiving system governs it. The locked version in Outbound remains the reference record.
- This is not a replacement for your CRM or sending platform. Keep those in place. Context Memo holds the cohort definition and the record of what it contained, and hands you a clean copy to load wherever your outbound actually executes.
