Build Recipient Segments Directly in Email Campaigns

Introducing Build Recipient Segments in Email Campaigns

Simplify Your Campaign Efforts with Direct Segment Building

We are thrilled to introduce a new method for building your email campaign recipient list directly within the campaign interface. This update eliminates the need to navigate to other sections such as Contacts or Workflows to create Smart Lists or add Tags for segmentation.

Key Benefits for Users:

  • Efficient Workflow: No more pre-creating Smart Lists – quickly build flexible, targeted recipient lists all in one place.
  • Streamline Your Process: Enjoy a cleaner and more efficient campaign flow with the ability to easily exclude contacts or tags.
  • Flexibility: Create complex recipient lists using conditions and combine rules with AND/OR logic.

How to Use the New Build Segments Feature:

  1. Access Your Campaign: Open any campaign in new or edit mode.

  2. Navigate to Send or Schedule Screen: Proceed to the recipient section and click on the "Build Segments" option.

    Recipient section in Send or Schedule Screen

  3. Add Conditions: Utilize Tags, Contacts, Smart Lists, or Segments to specify your target audience.

    Add conditions using Tags, Contacts, Smart Lists, or Segments

  4. Combine Rules: Use AND/OR logic to refine your audience criteria further.

    Use AND/OR logic to combine rules

This update is designed to enhance your workflow, making it easier and faster to target your campaigns effectively.

For more support or information on using the new Build Segments feature, reach out via our Support page or consider our done-for-you services for expert assistance.


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