Connect Mailchimp and choose the Audience you want to segment

Inside GrowSurf, connect Mailchimp, choose the Audience that should receive participant records, and save the integration. GrowSurf creates the referral merge fields on that Audience and keeps them available for future segmentation.

Start with the referral fields that map cleanly to audience filters

The most useful fields for segmentation are *|REFSTATUS|*, *|TREFCOUNT|*, *|MREFCOUNT|*, and *|NXTREWARD|*. These help you separate people who have never shared, people already earning credit, and people who are close to another reward.

Create a small set of high-value referral segments

• Create a segment for participants whose total referral count is still 0 after their first invitation email.
• Create a segment for participants whose referral status shows that a credit has already been awarded.
• Create a segment for participants who have a next reward message and are worth nudging toward the next milestone.

Use those segments in campaigns or Customer Journeys

Mailchimp segments are most useful when each one lines up with a real message. Pair your zero-referral segment with a first-share reminder, your active-referrer segment with a progress update, and your near-reward segment with a milestone push.

Validate segment membership with real participant records

Before you rely on the segment for an important send, spot-check a few contacts against GrowSurf. If the referral count or status in Mailchimp matches what you see in GrowSurf, the segment logic is probably ready.