How do I edit Campaign settings?

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. 
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. Learn more about the step-level settings here. 

Below are instructions on how to edit the high-level Campaign 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:

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

Each Campaign has its own set of controls along the right side of the screen.

Tap on the gray "Start of Campaign" to be sure you can see the Campaign settings. If you have a step selected (it is shaded gray), tap it again to deselect it. Once a Campaign step is deselected, you'll see the Campaign level settings.

Edit Controls

Enable this setting to prevent team members from making changes. Some campaigns you'll want to administer centrally. Only team members with the appropriate role permissions will be able to make changes.

Intended Use

• One-to-One - (i.e. traditional drip campaigns that run for a single user)
• One-to-Many - (e.g. holiday campaigns that send mail merges to lots of people from a single step)

At Campaign Start

Campaigns have a built-in time delay before they start. This gives you a chance to stop the Campaign if you need to. By default, the delay is set to one minute. You can delay up to one hour. 

Tip: You can turn off the delay – but you shouldn’t. Leave it set to at least 1 minute to give you a bit of recovery time.

During Campaign

Campaigns can be restricted to only run during work hours. This can be helpful if your campaign contains text messages. Sending text messages during the day makes it seem more personal, rather than automated (or having your campaign send a text at 3 AM).

Work hours are set in the Work Week and Locale section of Settings. 

Always End Campaign

Campaigns can end automatically based on specific criteria like if a contact replies or a meeting is booked in the future. Because Cloze can automatically track email, calls, texts, and meetings the Campaign get smartly stop when a person engages with you. You can enable the options to end a campaign:

• If Contact Replies (see below)
• If a Future Meeting is Booked (see below)
• If Assigned to Someone Else
  • Only applies to manually started campaigns or lead capture campaigns.
  • All campaigns only run when assigned to you.
• If the Relationship Changes (see below)
• If Do Not Contact is Set 

If you choose If Contact Replies or If a Future Meeting is Booked, you have the option to receive alerts. If you have not selected either of those choices, the alert options will be grayed out.

If you choose If the Relationship Changes:

• Stop - Stop if segment, stage, or step changes for the contact, or if the contact is unassigned from you.
• Stage - Stop if segment, or stage changes for the contact, or if the contact is unassigned from you.
• Segment - Stop if segment changes for the contact, or if the contact is unassigned from you.
• Unassigned - Stop if the contact is unassigned from you.
• Ignore - Never stop

Campaign Restart

If the campaign is stopped due to any of the Always End Campaign reasons and then it is restarted, the campaign will resume from where it left off.

If a campaign is manually stopped, it will not restart from where it left off. 

An example of why a campaign could stop is if there was a reply but that reply didn't warrant stopping the campaign.

Sending

Notify on Send

Enable this option to be notified each time an email or text is automatically sent by this Campaign. 

Ask for Approval

Enable this option to help avoid surprises. If this campaign automatically sends emails or texts and is not owned by the user, ask the user to approve the first time.

Daily Limits

Enable these settings to set a limit for the maximum number of emails or texts that can be sent per day.