Cloze Campaigns Best Practices
Note: The Cloze Campaigns feature is currently in beta and included as part of the Cloze Business Platinum Plan. Please reach out to firstname.lastname@example.org for early access.
Below you will find tips on how to create, test, and start your campaigns. We also include some best practices for staying out of trouble.
Creating a new Campaign
Triggering a Campaign to start
Campaigns can be triggered to start in several ways.
- 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)
- When the anniversary reminder triggers the campaign begins (e.g. Reminder is set for 3 months before “Contract Signed” anniversary)
- When a lead arrives from that lead source the campaign begins (e.g. lead arrives from Zillow)
Creating Test Data
With Gmail, everything after the plus is ignored – but each one can be treated as a unique contact in Cloze – so you can have multiple fake client contacts with which you can test.
For testing purposes, each contact should have a unique email address. For example:
- Sally Test 1 - email@example.com
- Sally Test 2 - firstname.lastname@example.org
- Dave Test 3 - email@example.com
- Dave Test 4 - firstname.lastname@example.org
Once these contacts have been created in Cloze you can then use them for testing your Campaign.
Manually Triggering Campaigns
- Resume Campaign
- Pause Campaign
- Stop Campaign
- Skip Current Step
- View Campaign
Tap on Resume to accelerate the Campaign if it is waiting.
Staying out of trouble
As with any form of automation, there is a lot of value, but also lots of ways to get into trouble (e.g. sending too often).
Sending too often
Running Campaigns unexpectedly for Next Steps
- Good: They automatically start when a contact gets set to that Next Step
- Bad: They automatically start when a contact gets set to that Next Step
- If you want a campaign to always be triggered for that Stage & Segment, attach it to the first Next Step and enable process mode.
- If you don’t, attach it to a Next Step that needs to be manually selected.