How to Create Groups for MailChimp Email Lists in Clio Grow

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:

1. Go to the Settings page
2. Click on the Integrations tab
3. Click Add A New Email List under the MailChimp integration (how to set up Mailchimp Integration)
4. Choose an email list from MailChimp
5. Use the Contact Type and Tags fields to specify the parameters for which types of contacts should be applied to the email list
6. 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
7. Click Connect Email List to save the email list