How do I edit Campaign settings?
The Cloze Campaigns feature is included as part of the Cloze Business Platinum Plan.
There are two types of settings you can adjust for a Campaign:
- Campaign settings -These settings control the high-level functions like when to start and when to end. See below for more details.
- 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 blue) 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
Navigate to the Cloze Library to edit a Campaign.
1.) Tap on More (...) in the lower right of your screen on mobile (iOS/Android) and lower left on cloze.com.
2.) Tap on Template Library
3.) Search for the template by name.
Or tap on the funnel icon to filter by template type.
Select Campaign.
Each Campaign has its own set of controls along the right side of the screen.
If you already have a step selected (it is shaded light blue), tap it again to deselect it. Once a Campaign step is deselected you'll see the Campaign level settings. Or tap on the gray "Start of Campaign" to be sure you can see the Campaign settings.
Make any necessary adjustments to the Campaign settings.
Each Campaign has several global controls you can adjust.
Edit Controls
Some campaigns you'll want to administer centrally. Enable this setting to prevent team members from making changes. Only team members with the appropriate role permissions will be able to make changes.
At Campaign Start
Campaigns have a built-in time delay before they start. This gives you a chance to stop the Campaign before it does anything. 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. 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. There are three options you can enable:
- If Contact Replies
- If a Future Meeting is Booked
- If Assigned to Someone Else
"If Assigned to Someone Else" only applies to manually started Campaigns or lead capture Campaigns (all others only run when assigned to you).
Automatic 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.
TIP: You can turn this off – but you shouldn’t unless you have explicit approval from your everyone that it’s OK.
