During Step 3 of Sync Settings, you will determine which records should be synced to Mailchimp. To see more information about this step, view How to Sync a Target List. If you have determined that you'd like to use filters to determine who is sent to Mailchimp, follow the directions below.
To Create Filters:
- Choose a field to filter on from the drop-down menu.

- Based on the field, choose an operand for the filter.
- Set the value(s) that must be met for a record to get on the list.
- If more filters are needed, press Add Filter.
- Repeat steps 1-4 as many times as necessary.
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Test Filters: Runs the current filters to see how many Contacts would be added to the list. |
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Add Filter: Adds a new empty filter. |
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Remove Filter: Removes the filter that corresponds to the button. |
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Join Type: Set whether ALL filters must match (AND) or just one filter must match (OR). |




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