Targeting is the most important step when creating a broadcast in DMLY.

Instead of sending messages to everyone, you can precisely control who receives your campaign using segments and workspace-based filtering.

Proper targeting helps you:

• Increase engagement

• Reduce unsubscribe rates

• Prevent sending to the wrong audience

• Improve overall campaign ROI

How Broadcast Targeting Works

When creating a broadcast, you must define:

1. Broadcast Type

2. Recipients (Segment or Contact Group)

3. Workspace Context

All three directly affect who receives your message.

Workspace Selection (Very Important)

Every broadcast runs inside a specific workspace.

If a segment was created without selecting a workspace, it may include contacts from all workspaces.
This can cause unintended recipients to be included in your campaign.

Best Practice:
Always ensure your segment is tied to the correct workspace before using it in a broadcast.

When creating a segment:

• Select the appropriate workspace.

• Do not leave the workspace field empty.

• Confirm the workspace matches the broadcast workspace.

This prevents cross-workspace messaging mistakes.

Broadcast Type

DMLY supports two broadcast targeting types:

Contact

This sends a broadcast to a selected segment or group of contacts.

Use this for:

• Promotions

• Announcements

• Updates

• Campaign messaging

• Product launches

The contacts included depend entirely on the selected segment and workspace.

Retarget

Retargeting allows you to follow up with contacts based on previous activity.

Example retarget scenarios:

• Contacts who received but didn’t reply

• Contacts who opened but didn’t convert

• Contacts from a previous broadcast

• Engagement-based follow-ups

Retargeting increases campaign performance by focusing only on relevant contacts.

What is a Segment?

A segment is a filtered group of contacts based on specific conditions.

Segments can filter by:

• Workspace (recommended and important)

• Contact stage (Lead, Customer, etc.)

• Contact tags (VIP, Enquiry, etc.)

• Excluded tags (Unsubscribe, Do Not Contact)

• Last activity (days since interaction)

• Previous campaign behavior

Instead of manually selecting contacts every time, you define rules once — and DMLY dynamically updates the segment automatically.

Recipients Count Validation

When selecting a segment in the broadcast screen, DMLY displays:

RECIPIENTS COUNT

This shows how many contacts will receive the broadcast.

Always review this number before sending to:

• Verify correct workspace targeting

• Confirm segment accuracy

• Avoid accidental large sends

• Prevent cross-workspace mistakes

Dynamic vs Static Segments

Dynamic Segment

Automatically updates when contact data changes.

Example:

All contacts tagged "VIP" within Workspace A

If new contacts receive the tag, they are automatically added.

Static Segment

A snapshot of contacts at the time of creation.

Example:

Contacts created between Jan 1 – Jan 31 in Workspace B

New matching contacts later will not be included.

Example: Safe Broadcast Targeting Workflow

1. Create a segment.

2. Select the correct workspace (mandatory for targeted campaigns).

3. Add filters (tags, stage, activity, etc.).

4. Save segment.

5. Go to Broadcasts → New Broadcast.

6. Confirm the broadcast workspace.

7. Select the segment.

8. Check Recipients Count.

9. Send test message.

10. Launch campaign.

This ensures:

• Correct audience

• No unintended workspace inclusion

• Clean targeting

Exclusion Strategy

To protect your campaigns:

• Use an "Unsubscribe" tag

• Exclude that tag in segments

• Use retarget segments for non-responders

• Avoid overlapping segments across multiple workspaces

If a contact re-subscribes, dynamic segments update automatically.

Why Proper Segmentation Matters

Without workspace control and segmentation:

• Messages may go to the wrong workspace

• Engagement drops

• Compliance risks increase

• Unsubscribe rates rise

With proper targeting:

• Precision messaging

• Higher response rates

• Better personalization

• Increased ROI

• Reduced risk

Common Mistake to Avoid

Creating a segment without selecting a workspace
Using that segment in a broadcast
Accidentally messaging contacts across multiple workspaces

Always select the workspace when creating segments used for campaigns.