Quick Answer
What do advanced conditions do?
Advanced conditions can automatically include new contacts added to a selected Smart List or Tag after a campaign is scheduled but before it is sent. They add newly qualifying contacts, but they do not automatically remove contacts who leave the selected Smart List or Tag after scheduling.
What Advanced Conditions Do
When a campaign is scheduled in advance, your Smart Lists and Tags may continue to gain contacts before the campaign is actually sent.
Advanced conditions help the campaign include new contacts added to the selected Smart List or Tag during that period without requiring you to manually rebuild the recipient list before send time.
- Automatically add new contacts after scheduling.
- Keep the recipient audience more current.
- Reduce manual recipient updates.
- Support scheduled campaigns where recipient groups continue to grow.
Important
Advanced conditions only add new contacts. They do not automatically remove contacts who are removed from the Smart List or Tag after the campaign is scheduled.
Advanced Conditions at a Glance
Before You Begin
Have the campaign and recipient group ready before configuring advanced conditions.
- Create or open the email campaign.
- Prepare the email content.
- Identify the Smart List or Tag you want to use for recipients.
- Continue to the Send or Schedule step.
Use Advanced Conditions with Smart Lists
Smart Lists use rules to define a contact audience. When you schedule a campaign using a Smart List, advanced conditions can include contacts who newly qualify before the campaign is sent.
Step 1: Open the Campaign
Create or open an email campaign and prepare the email content.
Step 2: Open Recipients
Go to Send or Schedule and open the Recipients section.
Step 3: Select the Smart List
Choose the Smart List you want to use for the campaign audience.
Step 4: Configure Advanced Conditions
Choose the appropriate option or options under Advanced Conditions.
Step 5: Schedule or Send
Finish the campaign setup and schedule or send the campaign.
Example
If the Smart List contains 100 contacts when you schedule the campaign and gains 30 new qualifying contacts before send time, advanced conditions can include those new contacts, bringing the recipient count to 130.
Automated Tagging for Better Follow-Up
Automated tagging can help you track engagement and create better-targeted audiences for future campaigns.
Tags can be applied based on subscriber actions such as opens, clicks, replies, or unsubscribes.
- Track interest: Tag contacts who click important links.
- Build segments: Create audiences such as contacts who clicked but did not complete the next action.
- Improve targeting: Send different follow-up messages based on different behaviors.
Follow the campaign results
In the Send or Schedule step, look for available tagging options such as Add Tags or tagging rules, choose the behavior that should trigger the tag, send the campaign, then review the results in Campaign Statistics.
Pro Tips
- Use advanced conditions when the audience may grow between scheduling and sending.
- Keep Smart Lists and Tags clean so recipient targeting stays useful.
- Pair automated tagging with future Smart Lists to create engagement-based follow-up audiences.
- Remember that advanced conditions add new contacts but do not remove contacts who fall out of the selected group after scheduling.
Frequently Asked Questions
What are advanced conditions for Smart Lists and Tags?
How do I apply advanced conditions to a campaign?
Will advanced conditions add contacts removed from a Smart List or Tag?
Can advanced conditions be used for other recipient types?
What is automated tagging and how can it benefit email campaigns?
Continue Learning
Continue with related Email Campaign guides for segmentation, Content AI, and campaign reporting.
