Import Filters


If you use a CRM system and receive many new subscribers every month, you may find that you are importing your subscribers into the system on a regular basis. When you do this, you might be creating a new list every time. This article covers our Imports Filters, which helps you keep your lists well organised.

Repeatedly importing contacts can lead to many problems, including:

  • A vast number of lists, which are hard to keep track of and slow to navigate through.
  • You lose valuable list-level reporting information.
  • Re-importing contacts who have unsubscribed from your list, which opens you up to abuse reports.

We've got your back.

We have created an Imports Filter which will simplify your list management process, allow you to access all the valuable list reports, and protect you from spam and abuse reports.

With the Imports Filter, you can house all of your contacts in one main list, and import all new contacts into the same list. Then, if you want to send an email to new subscribers from a specific import, you can apply the import filter to do so. You can now also search for previously used filters, making your import process that much easier.

If you want to learn more about importing contacts, read our Getting Started - Importing Contacts guide.

On the List Options step of Email Composition, follow these steps to apply the import filter:

  1. Check the checkbox next to the list you want to send the email to, or search for one using the search bar.
  2. Click Apply Filter on the right side. You can also search for a specific filter on your selected list.
  3. Click the radio button next to the specific import that you want to use to filter the list.
  4. Click Continue.


Now, when you send your email it will only go to the contacts in the import you selected.

In Everlytic, when you import a list from a CRM, the system will not remove users who are not on the new list. If contacts have been unsubscribed on the CRM, but are still in the main list, using the Import Filter will ensure that you do not send emails to them.

Screenshot showing Import Filters

Screenshot showing Import Filters

Create Filter

You can also create a new filter from this section. Follow these steps to create an import filter:


  1. Click the plus sign to open the filter creation modal.
  2. Enter a Name and Description for your filter.
  3. Select the Filter Conditions from the dropdown menu. You can choose between Basic, Additional, Date, and Custom fields.
  4. Click the plus button to add more filter conditions.


Should you need more options, you can click the Advanced Filters button. This will take you to the Filters page where you can create your desired filter.

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