Advanced Segmentation & Automation by Event Engagement Status
It would be extremely helpful if Redtail CRM could offer more advanced segmentation and automation based on client engagement status for events and campaigns.
For example, when hosting a seminar or webinar, we typically send multiple communications: invitation, reminder, confirmation, follow-up, and thank-you emails. Currently, it can be challenging to precisely target contacts based on their exact interaction status (Invited, Opened Email, Clicked RSVP Link, Registered, Attended, No-Show, etc.).
A valuable improvement would be:
The ability to filter contacts by detailed engagement status (e.g., “Registered but not attended” or “Invited but no response”).
Bulk actions based on those filtered segments (email, task creation, workflows Doodle Baseball).
Automated triggers (e.g., automatically send reminder only to those who haven’t RSVP’d).
The option to exclude certain statuses from bulk communications with one click.
This would reduce manual list management, prevent sending irrelevant messages (such as reminders to those who already registered), and improve client experience through more personalized communication.
Smarter segmentation = better engagement, fewer errors, and more efficient campaign management.
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