Branch on a tag - Campaign “Decisions” settings
The Cloze Campaigns feature is included as part of the Cloze Business Platinum Plan.
There are several types of decision options that can be automated with a Campaign. For example, a Campaign could branch based on a lead source and provide different content for each decision branch.
Below you will find the "Decisions" campaigns settings for Branch on a tag:
- Tag to check
With this type of decision branch, you can check for the presence of a Tag on a Record like Person, Company, or Deal (Sale, Project, Property, etc.) or on the user running the Campaign. The campaign can then be triggered to start by a Next Step, Lead Source, or Anniversary Date.
Branching is a decision to go down only one of the different branches. The first branch to match gets its steps run – others are skipped. The Campaign then proceeds to complete all of the steps in the branch.
Campaign Example: Branch of by person tag to automatically send long-term nurturing email
This campaign is designed to help you stay top of mind with your network / sphere of influence
What this campaign does:
- It fills the gaps in between your real conversations
- It pauses automatically when you’re actively talking so there’s no “crosstalk”
- It makes sure not to send the same content twice
- e.g. you go on vacation and don’t update your newsletter
Cloze makes it easy to create a personalized newsletter by collecting articles you read. This campaign will wait for changes to your personal newsletter and then automatically send it when there is a pause in the conversation to all contacts with the tag "#sphere-of-influence". Here are step-by-step instructions on how to set up this campaign.
Branch on a tag campaign "Decisions" Settings.
Tap on the + icon and select Branch on a tag.
Tag to check
Enter the Tag that will be checked.
Check Tag On
- Record - Person, Company, or Deal (Sale, Project, Property, etc.)
- User - User running the Campaign