Audience & Segmentation

Pick exactly who should (and shouldn’t) receive your message. No surprises.

What it is

Controls for selecting recipients and excluding people so every broadcast reaches the right audience.

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Audience Selection & Exclusions

“Who exactly gets this message?” is answered by the To and Exclude fields. Use them together to target precisely.

The To field: who receives the broadcast

• Entire audience: Reach everyone in one click.

• Tagged groups: Choose one or more tags (e.g., Customers, Volunteers, Webinar‑2025).

• Specific users: Type or paste email/username/phone number to add individuals.

• Live recipient count: Delphi shows how many people match so you catch mistakes early.

The Exclude field: who shouldn’t receive it

• Exclude by tag: Remove groups (e.g., Staff, No_SMS) in one click.

• Exclude by user: Omit a single person, handy for testers or executives.

• Use both: Mix tags and users to fine‑tune your final list.

How inclusion & exclusion work together

1. Delphi builds a list from everything in To.

2. Delphi subtracts everyone in Exclude.

3. The updated recipient count appears instantly.

Example To: Customers, VIP Exclude: Beta Testers, [email protected] → Only paying VIP customers who are not beta testers and not Dara receive the message.

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Tips for mastering audience targeting

• Name exclusion tags clearly. Labels like No_SMS or Opted_Out make intent obvious.

• Preview before sending. Click the recipient count to sample recipients and spot surprises.

• Start broad, narrow later. Add exclusions last; it’s easier to trim than rebuild.

• Double‑check time zones. When scheduling, remember recipients may live worldwide.

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Pre‑flight checklist

• To set (Entire audience / Tags / Specific users)

• Exclude set (Tags and/or specific users)

• Recipient count reviewed; previewed sample looks right

• Sensitive groups excluded (e.g., Staff, Opted_Out)

• If scheduled, time zones considered