★ How do I Segment my Cloze contacts in MailChimp? | Cloze, Inc.

★ How do I Segment my Cloze contacts in MailChimp?

Once your contacts are imported into MailChimp you can then segment them by Stage, Segment and Custom Field (like Lead Source or Role). 

To create and save a Segment in MailChimp for use with a campaign please follow these instructions from MailChimp. Below are several examples of Segments you can create based contacts imported from Cloze. 

1.) Navigate to the Lists page and click the name of the MailChimp list you plan to segment.

Note: Please follow these instructions to sync contacts from Cloze to MailChimp


2.) Click Create A Segment.


3.) To make sure MailChimp pulls contacts who fit both conditions you enter, click the Contacts match drop-down menu and choose all. 


4.) You can set one or more conditions from the dropdown. Below are several examples. 


Example: Cloze Contacts with the Stage "Lead"




ExampleCloze Contacts with the Segment "Customer"

Example: Cloze Contacts with the Stage "Lead" and Segment "Customer"

Send to a Segment

When you're ready to send a campaign to the segment you created, you'll be able to start from a list in your account or from the Campaign Builder.

Send From Your List

1.) Navigate to the Lists page and click the name of the list with your Cloze Contacts. 

2.) Click the  Manage Contacts drop-down menu and choose  Segments.


3.) Click the drop-down menu next to the segment to which you wish to send.

Click Send to choose the type of email campaign you want to send to your segment: Regular, A/B testing, Plaintext, or RSS. 


4.) Continue through the Campaign Builder.  


Send From the Campaign Builder

  1. Navigate to the Campaigns page.
  2. Create a new campaign, or click the name of the campaign you want to work with.
  3. On the Recipients step of the Campaign Builder, click Saved or pre-built segment and choose the segment you created. If you want to create a new segment, click Group or new segment.
  4. Click Next and continue through the Campaign Builder.