Infinity3 Help Centre

Select the contacts who should receive your campaign using relevant, accurate contact data.

Before you start

You’ll need a draft campaign and an agreed audience that is appropriate to receive the message.

A saved contact or tag does not by itself establish permission to send marketing.

Build your audience

1. Open Marketing → Emails → Campaigns.
2. Open the campaign and click Send or Schedule.
3. In Recipient (To), choose Build Segments where available.
4. Add filters such as tags, contact fields or engagement.
5. Use AND when every condition must match.
6. Use OR for alternative matching groups.
7. Save the segment if you want to reuse it.

For example, select contacts with an agreed service-interest tag and the appropriate recorded communication preference.

Check before sending

Review the recipient count and available contact preview. Check filters carefully if the count is higher or lower than expected.

Things to know

• Recipient segments update as contact data changes.
• Smart Lists help organise CRM contacts; recipient segments are designed for campaign audiences.
• Respect unsubscribes and communication restrictions.
• A smaller relevant audience can be more useful than sending to every saved contact.

If the audience looks incorrect, check the filter logic and source contact records before contacting Infinity3.