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Can You Create a MailChimp Email List Using Multiple Tags?

Question:

  • Is it possible to create an email list in MailChimp that combines contacts from different tags in Clio Grow? 

Environment:

  • Clio Grow
  • MailChimp

Additional Information:

  • For full instructions to setup the Clio Grow MailChimp integration see here 
  • When adding multiple tags to an email list, the contacts must match all of the tags selected. In the example below, a contact will not sync if it only has the "VIP" tag, but not the "High-value Customer" tag.

Answer:

Yes, when configuring the settings to create a new email list from Clio Grow to send to MailChimp, you can segment by Contact Type and select multiple Tags.  

Example:

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