Segment Recipients with Target-Form Conditional Logic

(Premium only)

Target-form conditional logic lets you filter down recipients from the target form so only certain entries are included in a batch.

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How It Works #

1. In your feed, set a Target Form and choose its Email Field.
2. Enable Mass Email Conditional Logic in the feed settings.
3. Define rules based on fields in the target form.
   • Example: “Donation Date is after 01/01/2025.”
   • Example: “Role = Parent.”
4. Submit the control form. The batch will include only entries that match your conditions.

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Using Merge Tags #

• You can use merge tags from the control form to populate values in the target-form conditions.
• This makes the filter dynamic (e.g., “Donation Date is after {ControlForm:DateField:meff}”).
• Note: When you use merge tags, the preview will display 0 recipients even though the batch will run correctly.

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Tips #

• Combine multiple rules to build precise audience segments.
• Always double-check the estimated batch size when not using merge tags.

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Target-form logic is a powerful way to send highly targeted messages without exporting or manually filtering entries outside WordPress.