Setting up the integration:
In your Clout settings for "Clients", select the Redtail icon to connect your Redtail account:
The Redtail login page will appear to enter your login information:
After you've entered your credentials and clicked "Sign In", you can begin using the integration.
Once connected, you can select to import your contacts from Redtail, and it will pull in your contacts' names and email address, and create an email list for each of your tags from Redtail.
- Select to import contacts from your connected Redtail account:
- All contacts’ email addresses will be imported, and you can create an email list with some or all of these contacts:
- In addition, Clout will import each tag group you have in Redtail as a separate email list, to more easily segment contacts.
For example, if you have these tag groups in Redtail:
Clout will import an email list for each of the tag groups:
After importing your contacts from Redtail, you can share content in Clout to your contact email lists:
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