Who This Is For / When to Use
This article is for users who schedule Email Campaigns and want to ensure newly added contacts are automatically included at send time.
Use Advanced Conditions when:
You schedule campaigns ahead of time
Your Smart Lists or Tags update frequently
You want zero manual list maintenance before sending
Important Limitation
Advanced Conditions only work with the following Email Campaign types:
Scheduled campaigns
Batch campaigns
RSS Email campaigns
Advanced Conditions do not apply to immediate sends.
Key Features and Benefits
Dynamic Contact Addition
New contacts added to Smart Lists or Tags after scheduling are automatically included before sending.
Enhanced Campaign Reach
Your campaign audience expands automatically as new leads qualify.
Automated Updates
No manual re-selection or list refreshing is required.
Improved Campaign Accuracy
Messages are sent to the most current and complete audience available at send time.
How to Use Advanced Conditions for Smart Lists
Step 1: Create a New Campaign
Create a new email campaign using a pre-built template.
Path:
Marketing → Emails → Campaigns
Step 2: Edit Contact Details
Build your email content
Click Send and Schedule once finished
Step 3: Access Advanced Conditions
Navigate to the Recipients tab
Select Smart List
Choose the Smart List you want to target
Step 4: Apply Advanced Conditions
Locate the Advanced Conditions field
Select the appropriate option to include newly added contacts
This ensures contacts added after scheduling are included at send time.
Example: Smart List Behavior
Smart List “Marketing” has 100 contacts when scheduled
30 contacts are added before send time
130 contacts receive the email at send time
How to Use Advanced Conditions for Tags
Step 1: Create a New Campaign
Start a new campaign using a pre-built email template.
Step 2: Design Campaign Content
Edit and finalize your email content.
Step 3: Select Tags for Recipients
Click Send and Schedule
Open the Recipients tab
Select Tags as the recipient type
Tags must already exist.
Tag creation path:
Settings → Tags
Additional options:
Pre-built Segments: Select existing segments
Build Segments: Create a custom segment inside the campaign
Step 4: Apply Advanced Conditions
Enable Advanced Conditions
Newly tagged contacts added after scheduling are included automatically
Example: Tag Behavior
Tag “Digital” has 1,000 contacts when scheduled
40 contacts receive the tag before send time
1,040 contacts receive the email
Automated Tagging
Automated tagging tracks how recipients interact with your emails.
How to Enable Automated Tagging
On the Send or Schedule screen, enable Add Tags
Click Add Conditions
Step 1: Choose Interaction Type
Select an interaction such as:
Email opened
Link clicked
Reply received
Unsubscribed
Important:
For Contact clicked on a link, Track Clicks must be enabled.
Step 2: Define Tag Actions
Specify which tag(s) to apply
Use existing tags or create new ones
Step 3: Review Tagged Contacts
After sending:
Open Campaign Stats
Click Tags
Select View Contacts to see who was tagged
Step 4: Save and Activate
Save all tagging conditions
Confirm automated tagging is enabled before sending
Create Recipient Segments for Email Campaigns
Recipient Segments allow targeting without creating Smart Lists in advance.
Key Benefits
Build segments directly inside the campaign
Apply exclusions using tags, contacts, or segments
Use AND / OR logic for advanced targeting
How to Build Segments
Open a campaign (new or edit mode)
Go to Send or Schedule
Click Build Segments in the recipient section
Segment Rules
Add conditions using:
Tags
Contacts
Smart Lists
Segments
Combine rules using AND / OR logic
Pro Tips
Review Lists and Tags Regularly
Keep Smart Lists and Tags clean to maximize accuracy.Test Before Sending
Always preview and test campaigns using Advanced Conditions.Understand the Limitation
Only newly added contacts are included. Removed contacts are not automatically excluded.Check Permissions
Some accounts require specific permissions to use Advanced Conditions.
FAQ
What are Advanced Conditions for Smart Lists and Tags?
Advanced Conditions automatically include new contacts added to Smart Lists or Tags between scheduling and send time.
How do I apply Advanced Conditions to a campaign?
In Send and Schedule, open the Recipients tab, select Smart Lists or Tags, and enable options in Advanced Conditions.
Will Advanced Conditions remove contacts that were deleted?
No. Advanced Conditions only add newly qualifying contacts. Removed contacts are not automatically excluded.
Can Advanced Conditions be used with other recipient types?
No. Advanced Conditions apply only to Smart Lists and Tags.
Are there special requirements to use Advanced Conditions?
Some accounts may require specific permissions or configurations. Check account settings if options are unavailable.
What is automated tagging and why is it useful?
Automated tagging applies tags based on recipient actions like opens or clicks, enabling better engagement tracking and segmentation.
If I schedule an email days in advance, will it include contacts added right before sending?
Yes. Kyrios performs a final refresh of Smart Lists and Tags just seconds before the broadcast begins, ensuring the most recent contacts are included.