Overview
You can now send campaigns to a filtered version of a contact list, allowing you to reach only the right contacts at the right time. This includes common scenarios like:
Sending reminder emails only to contacts whose RSVP is blank
Excluding respondents from follow-up campaigns
Ensuring all campaigns update dynamically based on real-time contact data
This feature removes manual steps and enables full automation for event and marketing workflows.
1. Create a campaign
Go to your Workspace
Create a campaign
Set up your message content or email campaign by selecting a template to start with.
2. Select a recipient list
In the Recipient List, click to select a list.
Select preferred contact list
3. Apply filters (optional)
Click Add Filter.
Select filter criteria.
Apply filter.
Examples:
RSVP → is blank
RSVP → equals → No
Added by → contains → "User's Name"
List Custom Fields
List custom fields only work with Select fields and List Member Added By field. If you wish to use this feature with any other type of fields, please submit an enhancement request
NOTE: When List Cleaning action is done, the whole list will be evaluated. However, for sending the campaign only the filtered version of contacts will be used.
4. Preview the final filtered list
Before scheduling, click Preview List to see:
Base list
Applied filters
Final contact count
This ensures visibility into exactly who will receive the campaign.
5. Schedule the campaign
At the scheduled send time:
The system re-evaluates the filters
Only contacts who match at that time receive the campaign
6. View results
Campaign reports will show:
The base list name
The filters applied
The number of matched contacts at send time