Conditions

What is Dynamic Campaign Logic?

Dynamic campaign logic allows you to precisely control which contacts in your connected data table receive your outbound campaign emails. By setting conditions, you filter contacts based on their data attributes, ensuring your messages reach the right audience. This targeted approach improves engagement and campaign effectiveness by including only relevant contacts and excluding others.

How Conditions Filter Contacts

Conditions act as filters on your connected contact table, determining who should be part of the campaign. You can define multiple criteria based on the fields available in your data table, such as job title, location, or last contacted date. When you apply these conditions, Salesnode automatically updates the list of contacts that meet your specified rules.

Include vs Exclude Logic

You can use two types of conditions to fine-tune your audience:

1. Include Conditions: Contacts that match any of these conditions will be added to the campaign.
2. Exclude Conditions: Contacts that match these conditions will be skipped, even if they meet include conditions.

This dual logic ensures you can target a broad group but filter out unwanted contacts effectively.

Combining Multiple Conditions with AND/OR Logic

To create complex filters, you can combine multiple conditions using AND and OR logic. This lets you specify how conditions relate to each other:

• AND Logic: All conditions must be true for a contact to be included or excluded.
• OR Logic: At least one condition must be true for inclusion or exclusion.

Example of Combined Conditions

Suppose you want to include contacts who are either in the “Marketing” department OR have a “Manager” title, AND have not been contacted in the last 30 days. This combination helps you target recently inactive decision-makers in marketing.

Using Field-Based Logic for Conditions

Conditions can be based on different types of fields in your contact table, allowing flexible and precise filtering:

• Text Fields: Match exact words, phrases, or patterns (e.g., job title contains “Engineer”).
• Number Fields: Use comparisons like greater than, less than, or equal to (e.g., company size > 50).
• Date Fields: Filter based on dates or date ranges (e.g., last contacted before 2024-01-01).
• Boolean Fields: Use true/false values (e.g., subscribed to newsletter = true).

Setting Field Conditions

When creating a condition, you select the field type first, then choose the appropriate operator and value to match your criteria.

Viewing Contacts Updated by Conditions

As you add or modify conditions, the contacts shown in the “Contacts” tab update dynamically. This live preview helps you verify who will receive your campaign before you launch it. You can review included and excluded contacts to ensure your filters are working as intended.

1. Navigate to the “Campaigns” tab and select your campaign.
2. Open the “Conditions” section to add or edit filters.
3. Switch to the “Contacts” tab to see the updated list based on your conditions.

Tips for Effective Dynamic Campaign Logic

1. Start Simple: Begin with broad include conditions and gradually add exclude rules to refine your audience.
2. Use AND for Precision: Combine conditions with AND to narrow down contacts matching all criteria.
3. Use OR for Flexibility: Use OR when you want to include contacts matching any one of several conditions.
4. Test with Small Sets: Apply conditions to smaller data subsets to validate logic before scaling.
5. Regularly Update Conditions: Refresh your filters as your contact data changes to maintain relevance.