Create a Mailchimp Segment, Advanced SORT

Improve your marketing strategy with valuable insights. Profile filters are a powerful tool that help you understand your visitors, group them easily, and set up targeted Mailchimp campaigns for personalised communication.

Attention: Please make sure that you have set up your MailChimp integration before trying to create a MailChimp segment based on your filter.

How to Set Up an Integration in BETA

Set up powerful integrations to automate your workflows.

Mailchimp

Learn how to integrate Mailchimp with BETA for seamless email marketing. Follow our guide to set up your Mailchimp account, manage audience data, and enhance user engagement.

Import BETA profiles, as Mailchimp contacts

How to import Mailchimp contacts with Double Opt-In.

⤷ Understand the Filters on Queries, Advanced SORT

Each query can be customized using filters. Filters define which part of that data you want to look at and help you narrow down the data to exactly what you need.

Example, Filter A Totals query, by product type, demographic, registration method, and more. See a full list of filters below.

Tip: You can apply multiple filters simultaneously to refine your climber view.

Tip: Save filters to be used later, via both the Advanced SORT (Club tier and above).

Please note, once you save a filter in the Advanced SORT, this will also show in your Query Builder (Enterprise tier & above).

› Organize your climbers’ data using these filters in Advanced SORT

Tag
- Type
- Expiration/Validity
Documents
- Forms
- Expiration/Validity
Demographics
- Min/max age
- Gender: None, male, female and other
- Family Status
- Family Role: Admins/dependants
- Min/max family size
Passes
- Entry type
- Duration of validity
- No. guest entries
- No. entries
Events
- Template
Transaction
- Product
- Discount
- Type of transaction
- Location of transaction: Online, POS, In-app, Subscription
Attendance
- Type of entry: Pass, Guest, Non-guest (passholder)
- No. entries
Slots
- Type of entry: Pass, Guest, Non-guest (passholder)
- No. entries
Climbs
- Type of entry: Pass, Guest, Non-guest (passholder)
- No. entries

Understand the nuances of your data before adding your filters

Definitions depend on your business model – discuss and decide this internally.

Some metrics — like "total number of registrations" — can vary depending on how your business operates. For one company, a registration might mean someone who completed a form. For another, it might only count once a payment has been made. Be sure to clarify what definitions you're using within your team when interpreting reports. Understanding these nuances is key to making smart, data-driven decisions.

See sample .csv download

Climber export

FAQs

Can I add multiple climber filters to refine my view?

Yes! You have the flexibility to add multiple climber filters, allowing you to further refine your view based on specific population groups.

How do I filter and identify all dependents/minors that ‘have Family Members’?

To collate all dependents/minors that have a family member linked to their profile, filter on Advanced SORT: Demographics: all people under 18 who are dependents only—this will return the email of the parents of dependents

How can climber filters enhance my marketing strategy?

Sending targeted marketing material directly aligned with the preferences and interests of specific climber segments can have a major impact. Climber Filters are a useful tool for you to refine your Mailchimp segments easily, ensuring that your marketing efforts resonate with the right audience.

BETA Guides

BETA Guides

Create a Mailchimp Segment, Advanced SORT

Create targeted Mailchimp segments using profile filters to enhance your marketing strategies and improve personalized communication.

⤷ Understand the Filters on Queries, Advanced SORT

› Organize your climbers’ data using these filters in Advanced SORT

FAQs