How to target emails to custom user groups

When you send out emails to your participants, you can send emails to custom groups by selecting the Custom targeting option:

The Send to and Don't send to fields can be used to set-up the targeting for the email, using the Add rule buttons:

• Clicking on the Send to > Add rule button will allow you to create the conditions that your attendees must match in order to receive the email.
• Clicking on the Don't send to > Add rule button will allow you to create the conditions that your attendees must match in order to not receive the email.

As an example, below we have set-up the custom targeting for email so that:

• Only attendees who have "SpotMe" selected in their profile in the "Organization" field will receive the email.
• But, attendees who have "In-person" as the value entered in their profile in the "Attending field" will not receive the email.
  

As you create targeting rules, the number of targeted attendees ("Show affected participants") is updated automatically to help you verify that the targeting is correctly applied. You can open the full list of targeted attendees by clicking on the Show affected participants (XX) button.

You can add multiple rules to make your targeting as specific as necessary. You can also create custom metadata (user profile fields) that you can populate and then use for targeting.

After setting up your custom targeting rules for the email, remember to select your email template to send, specify when to send your email, and then click on Save to finish.

If you are looking for examples of how custom email targeting can be used in conjunction with private RSVP invitations, please refer to the Creating a private - RSVP registration page article.