MoreConvert Documentation

Recipients

Within this section, you have the ability to add filters to the campaign you have created. These filters allow you to precisely specify which individuals or groups should receive the campaign.

1. Conditions Group #

In this section you can create the filters you need. The options you can choose in this section:

1.1. List type #

By selecting this option, you can create a filter based on the type of user lists. Types of lists:
  • Wishlist
  • Multilist
  • All Waitlist
  • On sale
  • Back in Stock
  • Low stock
  • Price change
  • Next Purchase cart
  • All lists

1.2. List status #

By choosing this option, you can create a filter based on the number of products, total payment, products, category, the date the products were added to the list, and the date of purchase from each list. Types of lists:
  • Wishlist
  • Multilist
  • All Waitlist
  • On sale
  • Back in Stock
  • Low stock
  • Price change
  • Next Purchase cart
  • Any list
  • All lists together

1.3. Fields #

By choosing this option, you can create a filter based on user fields, these fields include the following fields:
  • Username
  • User Email
  • Billing First Name
  • Billing Last Name
  • Billing Company
  • Billing City
  • Billing Postal/Zip Code
  • Billing State
  • Billing Country / Region
  • Billing Phone Number
  • Billing Email Address
  • Shipping First Name
  • Shipping Last Name
  • Shipping Company
  • Shipping City
  • Shipping Postal/Zip Code
  • Shipping State
  • Shipping Country / Region
  • Shipping Phone Number

1.4. Roles #

By selecting this option, you can create a filter based on user roles, these roles include the following roles.
  • Administrator
  • Editor
  • Author
  • Contributor
  • Subscriber
  • Customer
  • Shop manager

1.5. Activity #

From this section, you can create a filter based on user activity. These activities include the following.
  • Commenting any content
  • Commenting specific content
  • Post Creation/Edit

1.6. Order Status #

In this section, you can create a filter based on the order status. This filter can be based on the following criteria.
  • Pending payment
  • Processing
  • On hold
  • Completed
  • Cancelled
  • Refunded
  • Failed
  • All paid status
  • All unpaid status

1.7. Campaign state #

In this section, you can create filters based on the type of campaign and the status of its emails. You can select the email status based on the following options.
  • Was sent
  • Was not sent
  • Was opened
  • Was not opened
  • Was clicked
  • Was not clicked

1.8. Automation state #

By selecting this option, you can create filters based on automation status. The automation status can be one of the following options.
  • Active
  • Active in 
  • Not compeleted

2. And  #

By clicking on this option, you can create a new filter, if you use “And”, users whose status matches all filters will be included in the campaign.

3. Or #

By clicking this button, you can add another new filter, if you use “Or”, it is enough for the user to meet one of the conditions to be included in the campaign.  

4. Recipients have conditions #

In this section, you can see how many people are eligible to receive emails according to the filters you added.  

5. Calculate recipient #

Clicking this button will calculate how many people are eligible to receive the email.                 

6. Draft #

If you need the emails to be sent later, clicking the “Draft” button will save the settings, but the emails will not be sent.  

7. Send #

By clicking this button, an email will be sent to users.
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Updated on February 26, 2024