How do I create a Shared Audience?
Depending on your role, you can create audiences that can then be shared with your entire team. These shared audiences allow team members to share contacts and other information like companies and deals with other team members.
In order for the audience to be available to other team members, it needs to be created and then shared via sharing configuration under Settings. Generally, only the team administrator has the ability to share configurations and customizations. We recommend creating this shared audience from the Team Admin account and sharing from there.
Note: Sharing your team's customizations will send your customizations to the rest of your team. You must have the Admin Role to share your customizations with your team.
Create your Audience
When creating the shared audience, you start creating from the pool of contacts you want included. This can be starting from "My People" (a) or starting from your team audience (b).
1.) Tap on the funnel icon.
To create an audience you will first tap on the funnel icon and filter the People section as needed. Any filtered view you create can be saved as a new Audience.
2.) Use the various sorting and filter options.
- Quick filters - With a quick filter, you can set the Stages, Segments, and Tags. Quick filters narrow the results based on each item you select.
- Match All - Think of this as: "AND". Each selection you make in this filter narrows your results to only people who have all of the values selected.
- Match Any - Think of this as: "OR". Each selection you make in this filter widens your results to people who have any of the values selected.
- Match None - Think of this as: "NOT". Each selection you make in this filter narrows your results to people who have none of the values selected.
With the advanced filters, you can Match All, Match Any, and Match None filters or combine them all.
Tip: The checkmark (✓) adds a filter and the X removes a filter.
- ✓ - Adds a filter
- X - Removes a filter
Grouping
- Group By - Stage or Next Step
- Subset - only display a portion of the results (e.g. the first 500 contacts)
3.) Save the audience.
- Tap on Audience to expand the section.
- Enter the custom Name of your new audience.
- Leave this toggled OFF because you are creating a shared audience. Toggling this ON will keep this audience private to you.
- Include sorting and grouping (optional).
- Audience Campaign (Cloze Platinum Plus plan only).
- Tap on the Save as New Audience button.
Share the Audience with your team via Share Customizations.
1.) Tap on More (...).
Mobile: Tap on More in the lower right of your screen on mobile (iOS/Android).
On your computer: Tap on More in the lower left on your computer (cloze.com).
2.) Tap on Settings.
Mobile: In the menu select Settings.
On your computer: In the menu select Settings.
3.) Scroll down to the Customizations section and tap on the Share button next to Share Customizations
Note: Sharing your team's customizations will send your customizations to the rest of your team. You must have the Admin Role to share your customizations with your team.
4.) Uncheck any items you do not wish to share. If you want to uncheck all items at once, to be safe, scroll ot the bottom and tap on Unselect all.
5.) Check off Update under Audiences and Views.
6.) Tap on the Share button.
