Audience Filters
Target exactly the right contacts for each campaign.
Audience filters let you pick exactly who gets your campaign message. You can be as broad or as specific as you want.
Available filters
| Filter | Example |
|---|---|
| Tags | Contacts tagged Hot Lead or Mumbai |
| Status | Only Hot or Warm contacts |
| Lifecycle stage | Everyone in Negotiation |
| Custom field | Contacts where "Customer Type" equals Retail |
| Template sent | Contacts who were (or weren't) sent a specific template before |
| Unread conversations | Contacts with messages you haven't replied to |
| Added in last N days | New contacts from the past 7 days |
Custom field filters
If your workspace has custom fields, you can filter by any of them in the audience builder.
Add a Custom field condition and choose:
| Operator | When to use |
|---|---|
| Equals | Exact match — e.g. Customer Type = "Wholesale" |
| Contains | Partial match — e.g. City contains "Mumbai" |
| Is set | Contact has any value for this field |
| Is not set | Contact has no value for this field |
This lets you build very precise audiences — for example, contacts where Budget is set AND Customer Type equals "Retail".
Match All vs Match Any
When you add more than one filter, you can choose:
- Match All — contact must match every filter (AND logic)
- Match Any — contact matches if they fit at least one filter (OR logic)
Example:
- Match All:
Tag = Hot LeadANDStatus = Warm→ only contacts who are both tagged Hot Lead AND have Warm status - Match Any:
Tag = Hot LeadORStatus = Warm→ anyone who is either a Hot Lead or has Warm status
Preview before sending
Always click Preview audience before launching. It shows you:
- Total number of contacts who match
- A sample of names so you can spot-check
- For email campaigns: a View contacts popup showing names and emails
This way you never accidentally send to the wrong people.
Save as a segment
If you're going to use the same filter again, save it as a segment. Click Save as segment → give it a name. Next time, just pick it from the segment list instead of rebuilding the filter.
Email-specific rules
For email campaigns, contacts without an email address are automatically excluded from the audience — even if they match all your filters. Contacts with a bounced email address are also excluded.