How do I create a Shared Audience?
You can create additional custom shared audiences based on criteria you include (or exclude) like Stages, Segments, tags, and other information like the contact source (e.g. Google Contacts). Depending on your role, these shared audiences allow team members to share contacts and other information like companies and deals with other team members. Team members can also access contacts, companies, and deals in the shared view.
To define an audience you'll set what you wish to include:
- Everyone in the shared team view
- Organized Contacts (Edited, assigned, tagged, staged, segmented)
- Assigned to You (depending on the visibility you have into shared contacts)
- Stages
- Segments
- Accounts (Google, Office 365
- Custom Fields
- Tags
- Not Assigned to You
- Stages
- Segments
- Custom Fields
- Tags
Creating a Custom Audience
1.) Tap on the Audience dropdown menu. Then tap on the Audiences Edit icon.
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 People audience is selected.
2.) Scroll down to Shared Audiences and select New Audience.
3.) Enter the name of your new audience.
In steps 4 and 5 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.
4.) 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 Everyone from the Shared Audience (Shared Team View)
- people that have been shared by you and your team members
- the companies that have been shared
- and the deals/projects/properties that have been shared
The shared view is a composite.
- It is a composite of your information plus the information shared by your team members.
- The Shared view includes…
- contact information (email, phone, address, etc.) and other key details about the contact like the Stage, Segment, Next Steps, and Tags
- optionally timeline activity like calls, emails, texts, meetings, files, and notes
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 Custom Fields
Cloze can display the contacts from specific services in an audience including Google Contacts, Office 365 Contacts, and Exchange Contacts.
Select picklist Custom Fields values to define an audience.
Include Tags
Search existing tags or create a new tag to set the specific Tags you wish to include in the audience.
6.) 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.
Cloze can exclude the contacts from specific services in an audience including Google Contacts, Office 365 Contacts, and Exchange Contacts.
Exclude Custom Fields
Search existing tags or create a new tag to set the specific Tags you wish to exclude in the audience.
Exclude Tags
Search existing tags or create a new tag to set the specific Tags you wish to exclude in the audience.