How do I edit an existing audience?

You can edit any custom audience based on criteria you wish to include (or exclude) like Stages, Segments, tags, and other information like the contact source (e.g. Google Contacts).

Editing a Custom Audience

1.) Tap on the Audience dropdown menu.

2.) Tap on the Audiences edit icon.

3.) Select the Audience you wish to edit.

4.) Edit your custom Audience as needed.

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.

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 Edited or Organized

Generally, you can think of this as any contact where you have made changes or organized in Cloze.

Enable this option to include contacts that have been:

Edited - any contact you have edited and then saved in Cloze.
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.

Select the contacts you wish to exclude.

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.