Objective:
- Segment contacts into groups for MailChimp email lists
Environment:
- Clio Grow
Additional Information:
- When creating an Email List using tags, the contacts must match, at least, all of the tags chosen, to be added to the list.
Procedure:
- Go to the Settings page
- Click on the Integrations tab
- Click Add A New Email List under the MailChimp integration (how to set up Mailchimp Integration)
- Choose an email list from MailChimp
- Use the Contact Type and Tags fields to specify the parameters for which types of contacts should be applied to the email list
- If you would like existing Contacts applied to this list, check the box next to Add all existing Contacts with these settings to this list
- Click Connect Email List to save the email list