Adding a Zapier Filter Step

1. After setting up a Zap like the one described in Setting up Your Zapier/Agile Integration article, add a Filter step by clicking the Plus sign between the first and second steps of the Zap on the left-hand side, and click the “Filter” option that appears:


2. Select Only continue if..., and then continue.


3. Select the appropriate Marketing opt-in value in the left drop-down (either “Receive Regional Marketing Emails” or “Receive Corp Marketing Emails” ), and “(Boolean) Is true” in the right drop-down.


4. If you wish to check against their opt-in values at both the Regional and corp level, click the “+ AND” button and repeat step 3 with the new drop-downs, this time using the other Marketing opt-in value.


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