Note: This feature is currently in beta. Please reach out to firstname.lastname@example.org for early access.
If you would like to sync contacts from Cloze to MailChimp please follow these instructions.
All Cloze contacts with a Business Segment (Customer, Partner etc..) will be synced into the MailChimp list that you set.
Once contacts are imported into MailChimp you will be to further segment your Cloze contacts by Cloze Stage, Segment and Custom Field.
1.) Tap on More (...) in the lower right of your screen on mobile (iOS/Android) and lower left on cloze.com.
2.) Tap on Settings
3.) Tap on Connected Accounts to expand the section and then tap on the gear icon next to MailChimp.
Tip: When a contact is synced to MailChimp you will find Stages, Segments, and Pick LIst Custom Fields are also synced over which then can be used to sub-segment in MailChimp. Please note that Keywords and Lists are not synced to MailChimp.
In this Setting you will see two sections "Import Lists" and "Export Lists":
- Import Lists - these are the contacts imported from MailChimp to Cloze
- Export Lists - these are the contacts exported out of Cloze to MailChimp
Scroll down further to set the specific Stages and Segments to export to MailChimp.