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How to use the targeting modal

This page goes over how to use the targeting modal for better segmentation capabilities

The targeting modal lets you choose exactly who receives your campaigns. You can filter by contact details, engagement history, and event activity, and combine filters to build precise audiences.

How to build your audience

1

Open the targeting modal from the campaign or automation you're setting up.

2

Choose a filter from the targeting modal (purcased a ticket, email star rating, etc.)

3

Add more filters and combine them with AND or OR logic.

4

Choose Subscribers Only or Transactional at the bottom of the modal.

5

Optionally use Sort & Limit to cap how many contacts receive the send.

6

Review your audience summary to make sure it matches the reach you want.

Audience categories

The targeting modal organizes filters into five categories.

Contact Attributes

Filter by profile information, location, engagement, and revenue.

  • Email star rating

  • Text star rating

  • Email

  • Phone

  • Tags

  • Genres

  • Location

  • Number of events attended

  • Number of tickets

  • Total revenue

  • Full name

  • Birthday

  • Age

  • Gender

  • Source

  • Created at

  • Custom attributes

Email Interactions

Reach contacts based on how they engage with your email campaigns.

  • Received email campaign

  • Opened email campaign

  • Clicked a link in email campaign

  • Total emails received

  • Total emails opened

  • Total email links clicked

  • Attributed tickets sold from email

  • Attributed revenue from email

  • Last email received timestamp

  • Last email opened timestamp

  • Last email link clicked timestamp

Text Message Interactions

Segment your audience by their activity with your text campaigns.

  • Received text campaign

  • Clicked a link in text campaign

  • Total texts received

  • Total text links clicked

  • Attributed tickets sold from text

  • Attributed revenue from text

  • Last text received timestamp

  • Last text link clicked timestamp

Event Data

Filter by event activity and attendance history.

  • Purchased ticket type

  • Purchased ticket to event

  • Interested in event

  • Attended event with performer

Page & Form Interactions

Reach people based on their actions on your pages and forms.

  • Submitted form

Combine filters with AND / OR logic

  • AND includes only contacts who meet all the selected conditions. For example, "Opened Email" AND "Attended Event" targets contacts who both opened an email and attended an event.

  • OR includes contacts who meet any of the selected conditions. For example, "Clicked Link" OR "Submitted Form" targets contacts who did either.

Use AND to narrow your audience and OR to widen it. When you use multiple filters, check your audience summary to make sure it matches the reach you want.

Advanced options

At the bottom of the targeting modal, two settings control which contacts are eligible to receive your campaign.

  • Subscribers Only sends only to contacts who are actively subscribed. Use this for most marketing and promotional messages. It helps you stay compliant with email marketing laws.

  • Transactional sends to all contacts, including unsubscribed ones. Use it only for essential, non-promotional messages, such as purchase confirmations or event updates.

Sort & Limit

Use Sort & Limit to order your audience and control how many contacts receive your campaign. You can sort by:

  • Name

  • Email contact rating

  • Tickets purchased

  • Total spent

  • Events attended

  • Date added

After you choose a sort option, set a limit for the maximum number of contacts in your send. For example, sort by total spent and limit to your top 100 buyers.

This is useful for testing with smaller groups, running exclusive campaigns, or reaching your most valuable contacts before sending to a larger list.

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