Sponsor targeting criteria explained

Criteria-based targeting lets you build precise audiences using sponsor data: who purchased a specific event, which tier they hold, whether they have first rights, and how much they've spent. Combine criteria to create surgical segments for broadcasts, notifications, and promotions.

• Know what audience you're trying to reach.

• Have an idea of which criteria define that audience.

• Be ready to preview the recipient count before sending.

1. Open any broadcast, notification, or promotion editor.

2. Choose Criteria as the targeting mode.

3. Add a filter — for example, Purchased event set to "Annual Gala 2026."

4. Add a second filter — for example, Sponsorship tier set to "Gold."

5. Add a third filter for first-rights status if needed.

6. Add a spend filter such as "total spend > $5,000" for high-value targeting.

7. Review the live recipient count and adjust filters until the audience matches your goal.

• Start broad and add filters one at a time. It's easier to narrow than expand.

• Document successful segments in a shared doc so the team can reuse them.

• Use spend criteria for VIP-only experiences and stewardship messaging.

• Pair purchased-event criteria with timely follow-ups (event recap, photos, next year's invite).

Are criteria evaluated when I save or when I send?
At send time, so the audience is always current.

Can I save a criteria preset for reuse?
Not yet, but you can duplicate a previous broadcast to inherit its filters.

• Choosing recipients (all, specific, criteria)

• Sending a sponsor notification