Introducing new method to create you campaign recipient list
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Problem Statement
:
Users had to go to Contacts or Workflows to build Smart Lists or add Tags for segmentation.
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What we did:
Added a Build Segments option directly in the recipient section, so you can create complex recipient lists without leaving the campaign.
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Benefits:
  • No need to pre-create Smart Lists
  • Quick, flexible targeting in one place
  • Cleaner and more efficient flow
  • Easy exclusions of contacts, tags
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How to use:
  • Open any campaign in new or edit mode
  • Go to Send or Schedule Screen
  • In Recipient section → Click Build Segments
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  • Add conditions using Tags, Contacts, Smart Lists, or Segments
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  • Use AND/OR logic to combine rules
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