Campaign Audience Filtering Rules

What Are Audience Filtering Rules?

Audience filtering rules determine which profiles from the selected audience are ultimately eligible to receive a campaign.

When a campaign is prepared for delivery, EVA evaluates the selected audience and applies several filtering checks to determine the final list of recipients.

These checks ensure that campaigns are only delivered to valid and eligible profiles.

How Audience Filtering Works

When an audience is selected using Send to in Campaign creation, EVA begins with the full set of profiles in that audience.

EVA then applies a series of filtering steps before calculating the final recipient list.

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Channel Eligibility

The first filtering step checks whether profiles have the required contact information for the selected campaign channel.

Examples include:

Profiles missing the required contact information are automatically excluded.

Audience Membership

Only profiles that belong to the selected list or segment are considered eligible for the campaign.

If multiple audiences are selected, EVA evaluates profiles across all selected groups.

Profiles that are not part of the selected audiences are not included in the campaign.

Message Frequency Safeguards

Delivery safeguards may exclude additional profiles.

These safeguards include:

These rules help prevent recipients from receiving too many messages within a short period of time.

Final Recipient Calculation

After all filtering steps are applied, EVA calculates the final set of campaign recipients.

The Estimated recipients value shown during campaign setup reflects the expected number of eligible recipients based on the filtering process.

Why Filtering Rules Matter

Audience filtering ensures that campaigns are delivered only to appropriate recipients.

This process helps: