How do I edit the settings for a campaign step?

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

There are two types of settings you can adjust for a Campaign:

  1. Campaign settings -These settings control the high-level functions like when to start and when to end. See below for more details.  Learn more about the overall campaign settings here. 
  2. Campaign step settings - Each Cloze Campaign is made up of a series of steps. Each step has its own set of controls that you can adjust as needed. Tap on the Campaign step (it will turn light gray) to edit the settings.

Edit the settings for a Campaign in the Library

1.) Tap on the Library icon (it looks like a stack of paper) on the left side menu.  

If you don't see the Library icon:

  1. Tap on More in the lower left on your computer (cloze.com). 
  2. Select Template Library. 

2.) Search for and select the campaign. Tap Edit or the pencil icon at the top.

3.) Each campaign step has its own set of controls along the right side of the screen. Select the step and then adjust the controls on the right side of the screen. When it is selected, it will turn gray and the right side menu will say Selection. If it says Campaign, you are editing the overall campaign settings.

Please follow the links below for specific settings for each Campaign step type. 

Take Action steps:

Wait For steps:

Decisions steps:

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