Setting recipients and conditions

Every automation lets you scope the audience using recipients and conditions. You can target all sponsors, specific events, specific sponsors, or filter by criteria such as tier or first-rights status. Tight targeting keeps inbox volume low and engagement high.

• Open the automation you want to refine in Marketing > Automations.

• Decide whether you need broad or narrow targeting.

• Have your filter criteria in mind: event IDs, sponsorship tiers, sponsor names.

1. Scroll to the Recipients section in the automation editor.

2. Choose All sponsors for the broadest reach (use sparingly).

3. Choose Specific events and pick one or more events from the dropdown.

4. Choose Specific sponsors to hand-pick recipients by name.

5. Add criteria filters such as "sponsorship tier = Platinum" or "first rights = active."

6. Use the live preview count at the top of the section to gauge audience size.

7. Save the automation. Targeting changes take effect on the next trigger fire.

• Default to specific over all whenever you can — it's better for deliverability and reader trust.

• Combine criteria for surgical precision (e.g., "Platinum tier AND attended last year's gala").

• Audit the recipient preview before activating to avoid surprise mass sends.

• If the preview shows zero recipients, your filters may be too strict.

Can I exclude a sponsor?
Yes. Use a negative criterion or remove them from the specific list.

Do unsubscribed sponsors still receive these?
No. Chamberly respects unsubscribes and suppresses them automatically.

• Sponsor targeting criteria explained

• Pausing, editing, and deleting an automation