What type of actions can be automated with a Campaign?

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

There are several types of actions that can be automated with a Campaign. For example, a Campaign can have a series of steps to automatically send an email or to assign To Dos.

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

Take action Cloze Campaign steps:

• Add a To Do to Agenda
• Auto Send Email
• Auto Send Text
• Send an Alert
• Add a Quick Note
• Add Tags
• Update Custom Field