Adding multiple contacts to a Relationship Type, like Active Customer, is easy. You have two options:

  1. On the People section search for and tap on the check mark next to each person you would like to add to a specific Relationship Type. Please see below for step-by-step instructions.
  2. Or you can upload a list of contacts and simultaneously assign their Relationship Type. Learn more here.  

 

1.) On the People section search for the person (or group of people) you wish to add to a Stage and/or a Segment and then tap on the check mark next to their name(s). 

 

You may also use our natural language search to find and select many contacts at once. Click here to learn more about searching in Cloze.

2.) Repeat this process of searching and tapping the check mark for each person to which you would like to add a Stage and/or a Segment.  Once you have tapped on the check mark you can search again and the previous person will remain checked so you can add multiple people at once. 

3.) When you are done, tap on the Stage/Segment icon. 


4.) Tap on the dropdown next to Stage and/or Segment in the Stage and Segment section. Then select your Stage and/or Segment and tap on Save to apply the Stage and Segment to your selected contacts.