What triggers a Cloze Campaign to start?

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

Note: Before adding a trigger to a campaign, create your campaign first.

How a Campaign is triggered

Campaigns can be triggered to start in several ways:

Lead source:

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

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)

Stage Change:

• When a contact is in a specific stage and segment, the campaign will automatically start.

Custom Field Anniversary date field:

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

When you're away / out of the office:

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

A specific audience (Cloze Enterprise 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