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Build recipient segments directly in Email Campaigns
April 16, 2025
Introducing a new way of determining who should receive your email campaign!
Previously, it had been necessary to go into Contacts to pre-build a saved list so that you could target that specific list when you'd send an email blast.
Now, you can skip over that pre-build part and create your recipient list directly in you remail campaign.
This allows you to have quick, flexible targeted all in one place, even if the mix of recipients you are aiming to reach is complex.
How to Use:
- Open any campaign in new or edit mode
- Go to Send or Schedule Screen
- In Recipient section → Click Build Segments
- Add conditions using Tags, Contacts, Smart Lists or Segments
- Use AND/OR logic to combine rules
Staying in the area of workflows, math-based automations just got a big upgrade. You can now reuse calculation results directly in later steps of your workflows, without needing to store them in a custom field first. This makes it much easier to build workflows that adapt in real time, whether you’re tracking engagement, calculating totals, or guiding members down different paths based on their activity. You’ll be able to create more dynamic and personalized automations with less setup behind the scenes and fewer workarounds to make everything connect.
You can now pull files directly from Media Storage when building workflows, making it much easier to reuse the same assets across multiple automations. Instead of re-uploading files or pasting links over and over, you can simply select what you’ve already saved. Whether it’s a PDF, image, or other media, everything stays consistent and easy to manage. This change reduces repetitive work when you’re trying to stay consistent across your communications, especially when sharing resources, event materials, or member content through automated messages
