What triggers a Cloze Campaign to start?
Note: The Cloze Campaigns feature is included as part of the Cloze Business Platinum Plan.
- What is a Campaign Trigger?
- What Types of Triggers are Available for Cloze Campaigns?
- How Do I Manually Start a Campaign?
- How Do I Add a Trigger to a Campaign?
- Can I Add Multiple Triggers?
- How Do I Remove a Trigger?
What is a Campaign Trigger?
A campaign trigger is what starts an automated campaign. It’s like pressing the “go” button. When something specific happens—like a new lead arriving, a date being reached, or a contact moving to a certain stage—your campaign kicks off automatically.
Think of it as setting up a cause-and-effect: If this happens → then your campaign begins.
What Types of Triggers are Available for Cloze Campaigns?
| Trigger | The campaign automatically starts when ... | Example |
|---|---|---|
| New Lead Arrives | ... a lead arrives from the specified source | Lead arrives from Zillow |
| On a Next Step | ... a contact moves to the Next Step | Contact's Next Step is "After Purchase Nurture" |
| In a Stage | ... a contact is in a specific Stage and Segment | A contact moves to be a "Hot Seller" |
| Anniversary Date Occurs | ... the anniversary date you’ve set in a custom field arrives | A contact’s “Home Purchase Anniversary” date comes up |
| Email Received While Away | ... contacts email you while you're away / out of the office, you can send emails |
Audience Campaigns (Cloze Enterprise Only): For all contacts in a specific audience.
How Do I Manually Start a Campaign?
You can manually start a campaign on:
How Do I Add a Trigger to a Campaign?
- Before you can add a trigger to a campaign, create your campaign first.
- Once you have created and saved your campaign, you will see "Trigger Campaign" at the top. There are a few options:
- Start Now: This will allow you to manually start the campaign. You will be prompted to enter a contact's name.
- Add a Trigger: Choose the trigger for the campaign.
- Analytics: This will bring you to the Running Campaigns analytics section for this campaign.
- For more details on each trigger, please see the table in the section "What Types of Triggers are Available for Cloze Campaigns" where you can jump to specific articles.
- Tap on "Add a Trigger" and choose what will automatically start your campaign.
- Then tap on Done.
Can I Add Multiple Triggers?
Yes! If you add multiple triggers to a campaign, it will start for contacts who meet any of the different conditions you've set. Each trigger needs to be added one at a time. Tap on "Add a Trigger" and select each trigger.
For example, contacts in the Stage and Segment “Potential Buyer & Seller” or they are a new "Open House" lead will receive the same campaign.
How Do I Remove a Trigger?
- Tap on the toggle next to the trigger.
2. Tap on "Remove" or "Remove Trigger".
