Branch by Custom Field - 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 Custom Field:

Pick values

Example Campaign: Branch by lead source

Cloze can branch on any picklist custom field value. A common application of Custom Field branching is based on the Lead Source custom field as each lead source can have its own unique campaign steps.

In this example, the Campaign can branch by one of four lead sources:

Open house
Zillow
StreetEasy
None

What this campaign does:

GOAL: Get them to engage
It customizes the actions to take based on the source of the lead
It automates the initial follow-up for you where possible
It schedules a To-Do (Call to Discuss Needs) with a call script associated with it

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 Open house lead source value, the Campaign matches on the Open house branch (1.2 below) and completes all steps (1.1.1 - 1.1.7) in this branch.

Branch by Custom Field Campaign "Decisions" Settings.

Tap on the + icon and select Branch by Custom Field.

Pick Values

Tap on the dropdown menu and select the Custom Field values. In this example, the Lead Source Custom Field has been selected, so the corresponding values are lead sources. The Cloze Campaign can then branch based on each value selected.