Add a To Do to Agenda - Campaign “Take Action” settings

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

Each type of Campaign step will have its own settings. For example, a step to automatically send an email will have different settings than a set to automatically send an email.

To Dos are helpful when you want a manual action to occur like making a personal call or completing an offline action outside of Cloze.

Often times you may have a series of To Dos that need to be executed in parallel (potentially by different people). With a single campaign automation, you can create all of the To Dos and tie them to a single Next Step. The Campaign can then pause and wait until all of the To Dos have been completed before proceeding to the next Campaign step (or ending).

Below you will find the "Take Action" campaigns settings for Add a To Do to Agenda:

To Do Details
Due Date
Wait for To Do
Assignee - Pick Closest Match by Tags

Add a To Do to Agenda Campaign "Take Action" Settings.

1.) Tap on the + icon and then tap on ***Take Action*. Then tap on "Add a To Do to Agenda".**

To Do Details

Topic: Set the topic of the To Do. Typically this is the activity the assignee is tasked to perform (e.g. Call to follow up).
Description: You can add brief description of what the To Do is for.
Assist With: Link a pre-written template to this To Do. When the To Do comes due on the Agenda, you can use the template (swipe or hover) to perform the action.

Tap on New Template:

Ghostwrite an Email or Newsletter
Create a placeholder template which you can return to an add your content to at a later time. This is helpful when you are sketching out a campaign, but haven't yet created all of the content.

Choose a template that has already been created.

Due Date

The due date uses the "Relative To" and "Becomes Due" settings together: “Relative To” defines the anchor date, and “Becomes Due” defines the timing.

a.) Relative To

This setting lets you choose what the To Do is scheduled around:

Campaign Start – The To Do due date is based on when the campaign begins.
This Step Start – The To Do due date is based on when this specific step in the campaign starts.
Any Anniversary Custom Field – The To Do due date is based on a custom anniversary field, like a contract renewal date. This is useful for sending reminders ahead of important milestones.

b.) Becomes Due

Use this setting to choose when the To Do is due—either on the same day or a number of days/weeks after the reference point you selected in the “Relative To” setting.

For example:

Set a To Do to be due immediately when the campaign starts.
Or set it to be due 5 days after a custom anniversary date (like a renewal).

c.) Due During Work Time

To Dos can be set to come due during work hours. Work hours are set in the Work Week and Locale section of Settings.

d.) Due Time

Set the time of day the To Do needs to be completed by. This will show on your Agenda.

Wait for To Do

a.) Wait Until Done

By default, To Dos cause the Campaign to pause until they are marked as Done. If you toggle this setting OFF, the campaign will continue to the next step, without waiting for you to mark the To Do as Done.

If you have multiple To Dos (for yourself or for different team members), you can turn off Wait Until Done and instead use the campaign step “Wait for Added To Dos to be Done.”

This allows the To Dos to appear on your (or team members') Agenda right away, while the campaign pauses until all the To Dos are completed.

Note: If you turn off Wait Until Done and don’t use Wait for Added To Dos to be Done, the campaign will continue to the next step—even if the To Dos haven’t been finished. Those To Dos will still stay active, even after the campaign completes.