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.

Tap on the + icon and select Take Action.

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).

Assist Template

Optionally you can also set an Assist template that will be automatically included with this Campaign step when it is triggered. When the To Do come due on the Agenda, the assignee can use the template to perform the action (like following a call script or sending a text). Tap on the dropdown to find and set the template. 

You can set:

• Personal email template
• Marketing email template
• Call script
• Text message template

Using a placeholder

If you have not yet created a template you can use a placeholder instead. You can then return to the placeholder template to add your content at a later time. This is helpful when you are sketching out a campaign, but haven't yet created all of the content. 

Due Date

The due date uses the "Relative To" and "Becomes Due" settings together to determine the timing of the To Do reminder. 

Relative To

You can set the To Do due date relative to the campaign start, the start of a specific Campaign step, or a custom anniversary field.  This setting works in conjunction with the "Becomes Due" setting (see below) to determine the timing of the To Do reminder.

CAMPAIGN

• Campaign Start - The To Do due date is set relative to the campaign start date. 
• This Step Start - The To Do due date is set relative to the campaign step start date.

CUSTOM FIELD

• Any anniversary Custom Field - The To Do due date is set relative to an anniversary custom field date. This can be helpful when you want to send a reminder in advance of a specific anniversary date, like a contract renewal. 

Becomes Due

You can set when the To Do becomes due. This works in conjunction with the "Relative To" setting (see above) to set the timing. 

The To Do can be triggered "immediately" relative to the campaign start, the start of a specific Campaign step, or a custom anniversary field. Or you can select a number of days or weeks in the future relative to the campaign start, the start of a specific Campaign step, or a custom anniversary field.  

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. 

Assignee - Pick Closest Match by Tags

You can assign to the closest team member that has a specific tag assigned to them. For example, the operations team for a specific office could have the tag "operations". The To Do would then be assigned to anyone in that office with the tag "operations".

Wait for To Do

Wait Until Done

By default To Dos cause the Campaign to pause until they are complete. 

This lets you schedule multiple To Dos (potentially assigned to different team members) in parallel and wait for them all to complete with “Wait for Added To Dos to be Done”.

NOTE: If you toggle off “Wait Until Done” and don’t have “Wait for Added To Dos to be Done” your Campaign will finish successfully (and potentially move to the next step) - even though there are To Dos that are still not completed (these To Dos will stay after Campaign completion).

Wait at Most (After Due)

This setting lets you set how long to wait for a To Do to be completed before proceeding to the next Campaign step. You can pick short wait times (minutes or hours) or long wait times (days or weeks). Set unlimited if you wish to wait until the To Do has been completed before proceeding.