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Manage – Record Matching

Basic Users

In the Basic version users will be matched on email address and processed against all records by default.

Pro Users*

Choose how to identify your constituents in RE, you can either match on email address or ConsID. Please note that if a user has unsubscribed Mailchimp no longer stores the merge variables so the record will be looked up by email address only.

If matching on ID make sure you match to the same field you exported the ConsID to.

If matching on email address you need to decide how to deal with constituents who share an email address. The first option will add the process only to the record identified as primary (as per your settings) or you can process against all records using that address. This might be useful for unsubscribes, bounces etc.

Note that the text in the image above will vary depending on the duplication criteria you have set up in settings.

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