Kite Recipient Filtering
Target the right audience for your email communications.
Overview
Recipient filtering allows you to:
- Send to specific groups
- Combine multiple criteria
- Exclude certain people
- Target precisely
Filter Options
By Role
Target based on event role:
| Role | Description |
|---|---|
| Organizers | Event team members |
| Speakers | Confirmed speakers |
| Attendees | Registered participants |
| Sponsors | Sponsor representatives |
| Evaluators | Submission reviewers |
By Ticket Type
Target by registration type:
| Ticket | Example Recipients |
|---|---|
| Early Bird | Early registrants |
| Standard | Regular attendees |
| VIP | Premium ticket holders |
| Workshop | Workshop participants |
By Status
Target by registration status:
| Status | Description |
|---|---|
| Registered | Confirmed registration |
| Pending | Awaiting payment |
| Checked In | Arrived at event |
| Not Checked In | Registered but not arrived |
Combining Filters
AND Logic
Combine filters to narrow audience:
Example: VIP attendees who are checked in
- Role: Attendee ✓
- Ticket: VIP ✓
- Status: Checked In ✓
Result: Only VIP attendees who have arrived
Multiple Selections
Select multiple options within a category:
Example: Speakers AND Sponsors
- Role: Speaker ✓
- Role: Sponsor ✓
Result: All speakers plus all sponsors
Filter Examples
All Attendees
Simple selection:
- Role: Attendee ✓
VIP Only
Premium targeting:
- Role: Attendee ✓
- Ticket: VIP ✓
Speakers and Sponsors
Multiple roles:
- Role: Speaker ✓
- Role: Sponsor ✓
Confirmed Speakers
Specific status:
- Role: Speaker ✓
- Submission Status: Confirmed ✓
Not Yet Checked In
Pre-event targeting:
- Status: Not Checked In ✓
Workshop Participants
Specific ticket:
- Ticket: Workshop ✓
Exclusions
Why Exclude?
- Already contacted
- Don't need this info
- Avoiding duplicates
How to Exclude
- Select main audience
- Add exclusion criteria
- Preview recipients
Example Exclusion
Send to all except organizers:
- Role: All ✓
- Exclude: Organizers
Previewing Recipients
Before Sending
Always preview:
- Apply filters
- Click "Preview Recipients"
- Review list
- Verify correct people included
Preview Shows
- Total count
- Sample of names
- Filter criteria applied
Saving Filter Presets
Create Preset
- Apply your filters
- Click "Save as Preset"
- Name the preset
- Save
Use Preset
- Click "Load Preset"
- Select saved preset
- Filters applied automatically
Preset Examples
| Preset Name | Filters |
|---|---|
| All Speakers | Role: Speaker |
| VIP Attendees | Role: Attendee + Ticket: VIP |
| Workshop Folks | Ticket: Workshop |
| Not Arrived | Status: Not Checked In |
Advanced Filtering
Custom Fields
If you have custom registration fields:
- Filter by country
- Filter by company
- Filter by interests
Date-Based
Target by timing:
- Registered in last 7 days
- Registered before certain date
- Early registrants
Submission-Based
For CFP communications:
- By submission status
- By track/topic
- By speaker status
Best Practices
Be Precise
- Use specific filters
- Avoid over-broad sends
- Test with preview
Document Your Logic
Keep notes on who receives what:
Campaign: Schedule Update
Audience: All attendees (not speakers - they got separate email)
Date: June 10
Respect Preferences
- Honor unsubscribes
- Don't over-communicate
- Target relevant content
Test First
- Send to yourself
- Check filters work
- Verify personalization
Troubleshooting
Too Many Recipients
If count seems high:
- Check filter logic
- Add more criteria
- Use exclusions
Missing Recipients
If someone missing:
- Verify their role
- Check their status
- Review filter criteria
Duplicates
If someone receiving twice:
- Check for multiple roles
- Review filter combinations
- Use exclusions
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