Audience filters explained

What the filters in workflows do, so that a message reaches the right people.

Table of Contents

Filters narrow who gets a message.

Patient details: age, birthday, labels, source.
Appointments: service, status, last visit, next visit.
Sales: spend, packages, balances.
Leads: stage, owner, lost reason.
Consent: marketing preferences.

Conditions combine with "and". Check Recipients List or View recipients before going live.

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Next, read Set up monthly rebooking reminders.