Using Cloze on the web (cloze.com) you can import your Contactually contacts (in .csv, Excel or .zip file formats) from your computer.
If you have not already done so, here are step-by-step instructions on how to import your Contactually contacts into Cloze.
TIP ➜ Below you will find several examples to help you search and filter your imported Contactually contacts.
Finding buckets and tags
- Enter the # symbol and the bucket name to find all of the contacts with this bucket. For example your "past buyers" bucket is easily found by typing in #past-buyers
- Similarly all of your Contactually tags have been converted to a keyword in Cloze. You can also find them by the entering # symbol and the tag name.
In the example below we are looking for the Sphere of Influence bucket. #sphere-of-influence is entered in the search field to find all of the contacts with this bucket name in Cloze.
Navigate to the People section
All of your Contactually contacts will be located in the People section of Cloze.
Filter to see just your Contactually imported Contacts
Tap on the funnel icon and select Lists and the Last Import.
Searching and filtering
After you import your file you can easily filter and search for your Contactually buckets and tags.
In Cloze we call tags, keywords.
We also offer Stages and Segments.
In this example...
Your Contactually file had a bucket called "Sphere of Influence".
Cloze will perform two actions on import:
- Set the Cloze Segment to "Connections"
- Add a keyword called "Sphere of Influence"
Filter by Stage and Segment
Tap on the funnel icon along the top of the People section to filter your contacts by Stage, Segment, Next Step, Custom Fields and more.