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How to Filter Your Audience for Campaigns

Send messages that resonate with the right pass holders by filtering your audience before launching a campaign.

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Written by Sarah Reid
Updated over 2 weeks ago

Badge lets you narrow your audience using Custom Attributes and location-based filters, so your campaigns reach exactly who they're meant for.


Before You Get Started

Make sure your Custom Attributes are imported into Badge before building your filters. If you haven't done this yet:

  1. Go to the Pass Details page.

  2. Click Add Users.

  3. Choose Import CSV to upload attributes from your CRM.

✨Pro-tip✨ : You can target users based on any imported Custom Attribute, even those not displayed on the pass itself.


Filtering by Custom Attributes

When you're ready to launch a campaign:

  1. Select your pass template.

  2. Create a new Campaign

  3. Customize your Wallet Message and Pass Design

  4. Open the Recipients panel and choose the Custom Attribute you want to target.

  5. Enter the attribute value exactly as it appears in your database. Badge matches on exact values, so formatting matters.

Example: For the pass template "Clover Bakery," filter by the Custom Attribute "tier" with the value set to "VIP."


Stacking Multiple Filters (AND Logic)

You can apply more than one filter to narrow your audience further. When multiple filters are applied, Badge uses AND logic, meaning a pass holder must match all conditions to be included in the campaign.

Example: Filter by "tier" = "VIP" AND "state" = "FL" to reach only VIP members located in Florida.

This is useful for hyper-targeted campaigns, such as a regional promotion for top-tier members, or a win-back offer for a specific segment that hasn't engaged recently.


Filtering by Location

In addition to Custom Attributes, you can filter your audience by location using Badge's Location Based Messages functionality

This allows you to set custom Location Based Messages as part of an existing campaign, with a specific start and end time.

For a full walkthrough of how to set up and use Location Based messages in campaigns, see: Campaign Best Practices

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