How do I connect Mailchimp to Cloze?

When connecting your Mailchimp account to Cloze you have two options. You can connect your Mailchimp account to:

1. your Cloze team contacts, or 
2. your own Cloze account

If you select your team, contacts shared by your team with the shared team audience will sync to Mailchimp. For example, contacts that have been assigned to team members and therefore visible in the shared audience will then sync to Mailchimp. 

IMPORTANT: Please see step 5 of these instructions. After you connect Mailchimp to Cloze you will need to tap on the gear icon next to Mailchimp to select the specific Stages and Segments you wish to sync to Mailchimp. You will also set the Mailchimp audiences (lists) Cloze contacts will be added to.

Please follow the instructions below to connect your Mailchimp account to Cloze. 

1.) Tap on More (...) in the lower right of your screen on mobile (iOS/Android) and lower left on cloze.com. 

2.) Tap on Settings 

3.) Tap on Connected Accounts to expand the section and then tap on the "Add" button and select Marketing Automation. 

Then select Mailchimp.

You have two options. You can connect your Mailchimp account to:

1. your Cloze team contacts, or 
2. your own Cloze account

4.) Authorize Mailchimp to Connect to Cloze.

5.) Select the contacts you wish to sync to Mailchimp (and vice versa). 

Tip: When a contact is synced to Mailchimp you will find that Stages, Segments, Tags, and Pick LIst Custom Fields are also synced over which then can be used to sub-segment in Mailchimp. 

In this Setting you will see two sections "Import Lists" and "Export Lists":

1. Import Lists - these are the contacts imported from Mailchimp to Cloze 
2. Export Lists - these are the contacts exported out of Cloze to MailChimp

Scroll down further to set the specific Stages and Segments to export to Mailchimp.

IMPORT CONTACTS: MAILCHIMP AUDIENCE ➔ CLOZE 

EXPORT: CLOZE ➔ MAILCHIMP AUDIENCE

When selecting your Export Lists  (these are the contacts exported out of Cloze to Mailchimp) we recommend exporting to a single Audience (list). 

The contact Stages and Segments you select (see below) will sync to the audiences you select in this section of settings.

Mailchimp highly recommends using ONE primary audience:

If you can, it's best to have one audience that you organize with tags, groups, or segments, rather than maintain multiple audiences in your account. Mailchimp treats all the audiences in your account separately, and billing is based on the total number of subscribed contacts across all your audiences. If you have duplicate contacts across audiences, having one audience could save you money. One audience is also easier to manage and keep clean

CONTACTS: CLOZE ➔ MAILCHIMP

Continue to scroll down the menu to set the Cloze Stages and Segments that you wish to sync to Mailchimp. The contacts selected in this section of settings will sync into the audience you select in the Export section (see above). Tap on the Update button when you are done.