How do I edit the settings for a campaign step?
The Cloze Campaigns feature is included as part of the Cloze Business Platinum Plan.
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 blue) to edit the settings.
At the bottom of this page are links to detailed settings instructions for each type of campaign step.
The Campaign also has its own settings that control the high-level functions like when to start and when to end.
Edit the settings for a Campaign Step in the Library
1.) Navigate to the Template Library.
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.
- Tap on More in the lower left on your computer (cloze.com).
- Select Template Library.
2.) Search for the template by name.
OR
Tap on the funnel icon to filter by template type and select Campaign.
3.) Tap "Edit" or the edit icon to edit the Campaign.
4.) Each Campaign step has its own set of controls along the right side of the screen. Select the Campaign step and then adjust the controls on the right side of the screen. When it is selected, it will turn a light blue.
Please follow the links below for specific settings for each Campaign step type.
Take Action Cloze Campaign steps:
Wait For Cloze Campaign steps:
Decisions Cloze Campaign steps:
- A/B Test
- Branch on a tag
- Branch by Segment
- Branch by Stage
- Branch by Contact Information
- Branch by Custom Field