How do I create a Cloze Campaign?

The Cloze Campaigns feature is included as part of the Cloze Business Platinum Plan. 

Cloze Campaigns are a way to automate follow-up and other processes. You can think of each client as their own, unique "audience of one". Different content can be sent at different times to each person or a Campaign can automate specific actions against each unique person. 

If you are part of a team, Campaigns can be created by your team leader or an administrator and then published when ready. Individual team members can also create their own Campaigns and save them in their Library. 

Create a new Campaign in the Library

1.) Navigate to the Template Library and tap on the new template (+) icon. 

Mobile: 

1. Tap on More in the lower right of your screen on mobile (iOS/Android).
2. Select Template Library. 
3. Tap on the new template (+) icon. 

On your computer: 

Please note you may see the Library on the left-hand screen navigation. If not follow the instructions below to access the More menu and then select the Template Library.

1. Tap on More in the lower left on your computer (cloze.com). 
2. Select Template Library. 
3. Tap on the new template (+) icon. 

2.) Select Campaign.

3.) Create your template.  

1. Name - Enter the name of your template. 
2. Category - Select a Category for the template.
3. Tags - Optionally use tags to organize your template. 
4. Summary - Enter a summary of the campaign. 
5. Tap on the + to design the campaign - Tap the + icon to add the first step in the campaign. 

4.) Design your campaign. 

Example campaign:

You can add as many steps as needed to your campaign. In this example, we are creating a simple lead follow-up campaign. Once the campaign has been created it can be tied to a Next Step, Anniversary date field, or Lead Source. 

Get started by tapping on the + icon to add to your campaign.

Select the type of step you wish to add. 

When adding a step to a Campaign you have six primary options:

1. Communicate - Send an email or send a text
2. Wait - Wait for a fixed time, inactivity, a to do to be completed, and more. 
3. Take Action - Create to do, send alert, and more. 
4. Change - Change tag, update a custom field, etc.
5. Branch - Branch by tag, branch by segment, branch by custom field, and more.
6. Repeat or End - Stop, assign, repeat, and more. 

In this example, we are adding "Auto Send Email". Tap on Communicate and then Send email. 

Each Campaign step has its own set of controls along the right side of the screen.

Tap on the step to set the controls for a specific step.  When a Campaign Step is selected it will turn a light blue. 

Select the next step you wish to add to your Campaign by tapping on the + again.

You can continue to add steps until you have created your entire Campaign.

Tap on the Review button to save your campaign. 

When you are doing tap on the Review button and select a library to save your template. 

Any Cloze user can save a template to their own library (aka My Library)

1. My Library - is your personal library (only you can see templates in this library). 

Only Admins or other team members with the appropriate permission can save to a team library.

If you are the Cloze Admin for your team (or have the appropriate permissions) you'll also have the option to save a template to a Staging Library or your team's shared Library. Members of your team with the appropriate role permission can access and review templates in the staging and team Library. 

2. Your team library (Staging) - staging is only visible to people with permission to see it.
3. Your team library - visible to everyone on your team.