Branch by Stage - 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 by Stage:

  • Pick Stages

Example Campaign: Branch by Stage

In this example, the Campaign can branch by one of three Stages:

  1. Lead Stage
  2. Potential Stage
  3. Not matching on Lead Stage or Potential

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. In this example, if the person is set to the Lead Stage, the Campaign matches on the Lead branch (1.1 below) and completes all steps (1.1.1 - 1.1.12)  in this branch. 

What this campaign does:

  • GOAL: Ensure follow-up with the lead (campaigns steps 1.1.1 - 1.1.12)
  • When qualified notify their manager (campaign step 1.2.1)
  • If neither criteria are met, do nothing (campaign step 1.3)

Branch by Stage Campaign "Decisions" Settings.

Tap on the + icon and select Branch by Stage.

Pick Stage


Tap on the dropdown menu and select each Stage by which you wish to branch. Tap on OK when you are done making your selection. 

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