Build Recipient Segments in Email Campaigns

Problem Statement:

Users had to go to Contacts or Workflows to build Smart Lists or add Tags for segmentation.

What we did:

Added a Build Segments option directly in the recipient section, so you can create complex recipient lists without leaving the campaign.

Benefits:

• No need to pre-create Smart Lists

• Quick, flexible targeting in one place

• Cleaner and more efficient flow

• Easy exclusions of contacts, tags

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