Contact Targeting

Target messages based on who your users are - their plan, role, signup date, and custom attributes.

Available Fields

Standard Fields

Field	Type	Example Values
Email	Text	"[email protected]"
Name	Text	"Jane Smith"
Plan	Text	"free", "pro", "enterprise"
Role	Text	"admin", "member", "viewer"
Phone	Text	"[phone]"
Signed Up At	Date	Last 7 days, Before 30 days
Last Seen At	Date	Within 1 day, Before 7 days

Custom Attributes

Any custom attributes you've defined:

• Text attributes (company, industry)

• Number attributes (teamSize, revenue)

• Boolean attributes (isTrialing, emailVerified)

Common Patterns

By Subscription Plan

Free users (upgrade prompt):

Plan → Equals → "free"

Paid users (premium features):

Plan → Equals → "pro"
OR
Plan → Equals → "enterprise"

Non-enterprise (mid-tier upsell):

Plan → Not Equals → "enterprise"

By User Role

Admins only:

Role → Equals → "admin"

Non-admins:

Role → Not Equals → "admin"

Multiple roles:

Role → Equals → "admin"
OR
Role → Equals → "owner"

By Signup Date

New users (first week):

Signed Up At → Is Within → 7 days

Established users:

Signed Up At → Is Before → 30 days

Specific window (users from 7-30 days ago):

Signed Up At → Is Before → 7 days
AND
Signed Up At → Is Within → 30 days

By Activity

Active users:

Last Seen At → Is Within → 7 days

Inactive users (re-engagement):

Last Seen At → Is Before → 14 days

By Custom Attributes

Enterprise companies:

teamSize → Greater Than → 100

Trial users:

isTrialing → Equals → true

Specific industry:

industry → Equals → "healthcare"

Operators

Text Operators

Operator	Use Case
Equals	Exact match: Plan equals "pro"
Not Equals	Exclude: Role not equals "viewer"
Contains	Partial match: Email contains "company.com"
Starts With	Domain prefix: Email starts with "admin"
Ends With	Domain suffix: Email ends with "@acme.com"
Is Set	Has value: Phone is set
Is Not Set	Missing: Name is not set

Number Operators

Operator	Use Case
Equals	Exact: teamSize equals 10
Greater Than	Above threshold: teamSize greater than 50
Less Than	Below threshold: monthlyRevenue less than 1000
Between	Range: teamSize between 10 and 100

Boolean Operators

Operator	Use Case
Equals	True/false: isTrialing equals true
Is Set	Has value: emailVerified is set

Date Operators

Operator	Use Case
Is Within	Recent: Signed Up At is within 7 days
Is Before	Past: Signed Up At is before 30 days
Is Set	Has date: Signed Up At is set

Complex Examples

Engaged Free Users

Target free users who've been around but haven't converted:

Plan → Equals → "free"
AND
Signed Up At → Is Before → 14 days
AND
Last Seen At → Is Within → 3 days

Enterprise Prospects

Target larger teams on pro plan:

Plan → Equals → "pro"
AND
teamSize → Greater Than → 50

Incomplete Profiles

Prompt users to complete their profile:

Name → Is Not Set
OR
Email → Is Not Set

Trial Ending Soon

Alert users whose trial is ending:

isTrialing → Equals → true
AND
trialEndsAt → Is Within → 3 days

Domain-Specific

Target users from a specific company:

Email → Ends With → "@acme.com"

Best Practices

Data Quality

• Ensure you're sending accurate contact data

• Update properties when they change

• Use consistent values (always "pro", not "Pro")

Segmentation Strategy

• Start with broad segments (plan, role)

• Refine with engagement data

• Use custom attributes for specifics

Testing

• Target yourself first: Email equals "[email protected]"

• Verify data matches expectations

• Check edge cases

Performance

• Avoid overly complex rules

• Test with real user data

• Monitor which rules match