How do I create an Audience?

You can create additional custom audiences based on criteria you include (or exclude) like Stages, Segments, tags, and other information like the contact source (e.g. Google Contacts).To define an audience you'll set what you wish to include:

  • Imported Contacts (From email accounts, devices, imports, APIs)
  • Organized Contacts (Edited, assigned, tagged, staged, segmented)
  • Assigned to You
  • Stages
  • Segments
  • Accounts (Google, Office 365)
  • Tags
Similarly, you can also set the criteria of contacts you wish to exclude:
  • Not Assigned to You
  • Stages
  • Segments
  • Accounts
  • Tags

Creating a Custom Audience

1.) Tap on the Audience dropdown menu.

The menu you see here is the last audience you have selected. You may see My People (Cloze's default audience) or a different audience name that you previously selected like My Sphere or My Focus.

In this example, the My Sphere audience is selected. 

2.) Tap on the Audiences edit icon. 

3.) Select New Audience.

4.) Enter the name of your new audience. 

In steps 5 and 6 below please find detailed definitions of the ways you can include or exclude contacts for your custom audience. When you are done tap on the Create button. 

5.) Select the contacts you wish to include.

The are several options you can use to define your audience. Remember, Audiences are dynamic so as you add or remove any criteria they will adjust automatically. 

Note: It is important to note that if any criteria are met the contact will be included or excluded from the audience. 

Include Imported Contacts

Generally, think of this as contacts from other systems that you have either connected to Cloze or manually imported. Enable this option to include contacts from:

  • Email accounts - contacts imported from Google Contacts, Office 365 Outlook contacts, Exchange contacts.
  • Devices - contacts imported from iPhone, iPad, or Android device contacts.
  • Imports - contacts imported from Excel, CSV, vCards, or Evernote business card scans.
  • APIs - contacts created from Zapier, the Cloze API, or other integrations like MailChimp. 

Include Organized

Generally, you can think of this as any contact you have organized in Cloze. 

Enable this option to include contacts that have been:

  • Assigned - any contact assigned to you.
  • Tagged - any contact with a tag present.
  • Staged - any contact with a Stage set.
  • Segmented - any contact with a Segment set. Note: This includes automatic Segments like Coworkers and Competitors (Real Estate configuration only). Please see below for instructions on how to exclude contacts from an audience (like Coworkers or Competitors). 

Include Assigned to You

Enable this option to include contacts that are assigned to you.

Include Stages

Tap on the dropdown menu to select the specific Stages you wish to include in the audience. 

Include Segments

Tap on the dropdown menu to select the specific Segments you wish to include in the audience. 

Include Accounts 

Cloze can display the contacts from specific services in an audience including Google Contacts, Office 365 Contacts, and Exchange Contacts. 

Include Tags

Search existing tags or create a new tag to set the specific Tags you wish to include in the audience. 

5.) Select the contacts you wish to exclude.

Note: It is important to note that if any criteria are met the contact will be included or excluded from the audience.

Exclude Not Assigned to You

Enable this option to exclude contacts that are assigned to you.

Exclude Stages

Tap on the dropdown menu to select the specific Stages you wish to exclude in the audience

Exclude Segments

Tap on the dropdown menu to select the specific Segments you wish to  exclude in the audience. 

Exclude Accounts 

Cloze can exclude the contacts from specific services in an audience including Google Contacts, Office 365 Contacts, and Exchange Contacts. 

Exclude Tags

Search existing tags or create a new tag to set the specific Tags you wish to exclude in the audience. 

Did this answer your question? Thanks for the feedback There was a problem submitting your feedback. Please try again later.