Master AND/OR Linking in Campaign Start Conditions

In the start condition of the Marketing Cockpit, you can combine multiple conditions. This article explains how to use AND/OR combinations correctly.

Improperly configured links can produce unintended and potentially critical outcomes, underscoring the importance of accurately defining conditions. Even a single misconfiguration can prevent the campaign from triggering for specific contacts.

Step-by-Step Instructions

Set Up AND/OR Conditions in Your Campaign Start

  • Create a new campaign.
  • Click on the start condition in the campaign.
  • Add Status → Contact can receive Emails.
  • Click → Add Segment to add another condition, like a tag.
  • Select → AND if both conditions must apply or → OR  if one suffices.
  • Add another tag via →  Add Segment.

Important

The choice between → New Segment  and → Add Condition  is crucial and can impact your campaign setup.

Segments are always linked the same way: either all connected with → AND  or all connected with → OR.

Now you know how to use AND/OR linking in your start conditions. Take time to configure your campaigns carefully to avoid errors that could stop them from running as planned.

Use these tips to ensure your emails reach the right audience and deliver the best results.

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