Recipients and segmentation

How to choose who receives a communication: individual people, groups, filters by employee characteristics (area, branch, position, custom fields...) or lists imported via CSV — with a live count of how many people will be reached.

Concepts and terms

What can you do

• Search and tag individual people by name or email
• Select entire groups (with member count) and saved filters
• Create filters with multiple AND/OR conditions on any employee field — including custom fields for your company, group, tag and behavioral data (browser, device, system, announcement)
• See in real time how many members the filter reaches and list the results (name, email, telephone)
• Save, rename and reuse filters (Save and Apply)
• Import a list via CSV (upload → identification → review) that becomes a group
• Use direct mail in email: CSV identifies employees and fills in content variables
• Copy recipient selection from one channel to another ("Use recipients from…")
• Review the audience in the submission summary, by channel, with the names of the filters/groups used

Step by step

Select saved people, groups and filters

1. 1.In the announcement sending settings, on the channel card, click Recipients → Select.
2. 2.Search by name or email (the list has people `[P]`, groups `[G]` with member count and saved filters `[F]`) and check what you want to combine — you can mix backgrounds.
3. 3.The selection appears in colored chips at the top; the footer shows the total number of selected. Click Confirm to apply.
4. 4.Clicking on a group or CSV chip shows the members; clicking on a filter chip reopens the constructor to edit it; clicking on the other chips filters the list by origin.

Assemble a filter (dynamic segment)

1. 1.In the recipients panel, click Manual filter.
2. 2.Set up the first condition: "Select all members where the column..." — choose the Column (employee fields, including custom fields, group, tag and behavior data), the Condition and the Value (search with autocomplete; free text comparators accept direct typing).
3. 3.The available comparators depend on the column type: Equal to, Not equal to, Starts with, Ends with, Contains, Less than, Less than or equal, Greater than, Greater than or equal.
4. 4.Add restriction adds an AND condition to the same group; Add Filter creates a new group in OR (expands the result set).
5. 5.Follow "{N} members found" updating live and use View results to check the list (name, email, telephone, with search and pagination).
6. 6.Click Save and Apply. Give it a name — the filter is available in Account Filters for future uploads (you can also rename it later).

Import a list via CSV

1. 1.In the recipients panel, click Import (available after the communication has been saved).
2. 2.Follow the 3 steps: file upload → conference → completion. The list becomes a group and automatically enters your selection.

Use direct mail (email)

1. 1.Write content using `[[_Nome da coluna_]]` mail merge variables (own button in text bar; requires permission).
2. 2.In the email sending settings, choose Mail Merge → Import CSV.
3. 3.Follow the 4 steps: Import CSV (upload) → Identify Employees (which CSV column identifies the person on the platform) → Map Variables (associate the CSV columns with the communication variables) → Confirmation (summary with CSV lines, Found and Not found).
4. 4.Confirm the import — the recipients become the employees found in the CSV, each with their own values.

Limits and rules

What tends to confuse

• Selection is by channel. Choosing recipients in the email does not fill WhatsApp; When a channel is empty, the "Use recipients from…" shortcut appears to copy the list from another channel.
• Filter is dynamic, group is fixed. The filter is recalculated upon sending (whoever enters the criteria by then receives it); group and CSV are fixed lists of people.
• Tags are not their own selection source — to segment by tag, use the manual filter with the tag column.
• Local filters are only valid for the current session; To reuse in other submissions, save (becomes Account Filters).
• Mail Merge ≠ Common CSV Import: Import creates a group of recipients; The mail merge additionally fills the content variables `[[_..._]]` with the values ​​from the file.
• The total number of selected does not add up twice to those already covered by a filter.
• There is no "excluding an audience" from the selection (confirmed in the code): the origins only add up. To remove a group of people from the submission, use the manual filter with negative conditions ("Different from") — e.g.: "Group Different from Brazil" — or deselect the group/people from the selection. It's the doubt behind calls like "I included mailing X and excluded Y on the same schedule".

Related Features

• Create (editor) — where recipient selection happens
• Employees — the base of people, groups and custom fields that feed the filters
• Settings — employee tags and fields