What triggers a Cloze Campaign to start?

The Cloze Campaigns feature is included as part of the Cloze Business Platinum Plan. 

How a Campaign is triggered

Campaigns can be triggered to start in several ways:

The campaign is linked to a lead source:

• When a lead arrives from that lead source, the campaign begins (e.g., lead arrives from Zillow)

The campaign is linked to a Next Step:

• When a contact enters the Next Step the campaign automatically starts (e.g. Contact is put in the “Not ready to buy yet – Nurture” step)

The campaign is linked to an anniversary date field:

• When the anniversary reminder triggers the campaign begins (e.g. Reminder is set for 3 months before “Contract Signed” anniversary)

The campaign is linked to when you're away / out of the office:

• When contacts email you while you're away / out of the office, you can send emails.

The campaign is linked to a specific audience. (For Platinum Plus users only)

• Trigger a campaign for everyone in a specific audience.

Manually starting a campaign on a single person or several people at once:

• Start the campaign on any contact of your choice
• Start the campaign on several contacts at once

Linking a Campaign to a Next Step, Anniversary Date Field, or Lead Source

1.) Navigate to the Template Library. 

Please note you may see the Library on the left-hand screen navigation. If not follow the instructions below to access the More menu and then select the Template Library.

1. Tap on More in the lower left on your computer (cloze.com). 
2. Select Template Library. 

2.) Search for the template by name.

OR

Tap on the funnel icon to filter by template type and select Campaign.

3.) Tap on the link icon to tie a trigger action to the Campaign. 

4.) Select what will automatically start this Campaign: New Lead, Next Step, or Anniversary Date, or Being Away. Then select the specific action that you wish to trigger the Campaign.

New Lead

When a lead arrives select the Lead Source value (or values), which will trigger this campaign. Then tap on Save.

1. To see which lead sources (triggers) are connected to campaigns, go to Settings and expand Lead Management. 
2. Any campaigns that are connected to (triggered by) a lead source will appear under this list.
3. Tap on Edit Lead Campaigns to change the lead source/campaign or add a lead source to a campaign. (Note: You will need to have created the campaign first).

Next Step

Select which Next Step triggers the campaign.

Anniversary

Select which custom field anniversary reminder when it comes due will trigger the campaign.

Away

Audience

For Platinum Plus users only.