To Dos to be Done - Campaign “Wait For” settings
The Cloze Campaigns feature is included as part of the Cloze Business Platinum Plan.
There are several types of wait options that can be automated with a Campaign. For example, a Campaign can automatically wait for a pause in the conversation or wait for a fixed amount of time before continuing to the next Campaign step.
Below you will find the "Wait For" campaigns settings for To Dos to be Done:
The Wait for To Dos to be Done step is typically used in conjunction with the Add a To Do to Agenda "Take Action" step or series of steps.
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 (using the Wait for To Dos to be Done step) and wait until all of the To Dos have been completed before proceeding to the next Campaign step (or ending).
To Dos to be Done Campaign "Wait For" Settings.
- Tap on the + icon
- Tap on "Wait"
- Tap on "To Dos to be Done"
The campaign will wait until all of the above To Dos have been completed.
How long to wait
This will wait until all To Dos previously added in this campaign have been marked done.
Wait at Most
This setting controls how long the campaign should wait for all previously added To Dos to be completed before moving to the next step.
- You can choose a short wait time (like minutes or hours) or a longer one (like days or weeks).
- Once the wait time is up, the campaign will move forward—even if some To Dos are still incomplete. Those To Dos will stay active and can be completed later.
- Choose “unlimited” if you want the campaign to pause until all To Dos are marked done before proceeding.
Wait until Work Time
This setting works together with “Wait at Most.” If you set a wait time (anything other than unlimited), the countdown will begin when your work hours start—not immediately. For example, if you set a 4-hour wait, the campaign step will start counting down once your workday begins. Work hours are set in the Work Week and Locale section of Settings.
When to override
Remove incomplete To Dos
After the waiting period has completed you can optionally remove any incomplete To Dos. Or if you leave this option off, the incomplete To Dos will remain to be completed in the future, but won't stop the campaign from proceeded or completing.
