Campaign Targeting with Tags & Custom Fields

Introduction

We are excited to introduce new campaign targeting capabilities that allow you to filter contacts using Tags and utilize Custom Fields within your campaign goals and prompts.
With these features, you can build smarter and more personalized campaigns that provide tighter audience control and better message personalization.
Tags enable you to categorize your contacts based on attributes like VIP status, lead temperature, or responsiveness, allowing you to target specific segments with precision.
Custom Fields, on the other hand, allow you to insert dynamic data points (e.g., {{last_payment_date}}, {{course_name}}, {{region}}) into your campaign goals and prompts, making your messages more relevant and engaging for each contact.
This update is designed to help you create more effective campaigns that resonate with your audience and drive better results.
Get started today and see how Tags and Custom Fields can enhance your campaign targeting and personalization!

Feature Highlights

• Tag-Based Targeting
  Filter contacts using tags like VIP, Hot Lead, Cold Lead, Unresponsive, etc., to run more precise campaigns.
• Custom Field Personalization
  Use custom fields (e.g., {{last_payment_date}}, {{course_name}}, {{region}}) inside prompts or goal settings to tailor the AI Agent’s conversations.
• Smarter Campaign Segmentation
  Quickly narrow down audiences and trigger campaigns based on meaningful attributes.

How to Use Tags and Custom Fields in Campaigns

1. Label Contacts
   Before creating a campaign, go to the Contacts section on the main page to apply Tags and define Custom Fields for your contacts.

2. Filter Audience (Tags)
   When setting up a new campaign, use the Filter Contacts option to narrow down your audience based on the specific Tags you applied (e.g., filter for contacts tagged 'VIP' or 'Cold Lead').

3. Define Goal (Custom Fields)
   Within the Campaign Goal settings, utilize Custom Fields to personalize prompts or target specific data points unique to your contacts (e.g., use a Custom Field like {{last_payment_date}} in a reminder prompt).

See Also

Related Features

• Contacts, Tags & Custom Fields
• Campaign Status Filters
• Create a Campaign from Contacts