Cloze Campaigns Best Practices
The Cloze Campaigns feature is included as part of the Cloze Business Platinum Plan.
Outline Your Campaign Before Building
Before building your campaign, we recommend outlining the steps or actions involved:
- Who is the campaign for?
- What emails or texts (or phone calls) do you want to send?
- When should each action take place? (How much time should be in between each step?)
- What causes the campaign to end?
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
Campaigns will never repeat the same step more than once a day so you don’t spam your clients but if you have multiple sends in a row, you can still spam them. Always pause between sends.
Opt-Out
Make sure to have a way for clients to opt-out of your automated campaigns. Take advantage of the built-in Do Not Contact custom field, and Smart Links and make sure to enable the Always Include Opt-Out Clause setting in your campaign.
Running Campaigns unexpectedly for Next Steps
Campaigns tied to Next Steps are a double-edged sword.
- 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
Pro Tip: The first Next Step for a Stage & Segment is the default 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.
Stop a Campaign that started by accident
Campaigns have a built-in time delay before they start which gives you a chance to stop the Campaign before it does anything or you can change the Stage, Segment, or Next Step if appropriate and this will also stop the Campaign.
Pro Tip: You can turn off the delay – but you shouldn’t. Set it to 1 minute to give at least a bit of recovery time.
Surprising other team members
If someone else created it, the first time a campaign tries to send on your behalf Cloze will prompt you to approve.
You’ll never be surprised by a campaign written by someone else on your team.
Pro Tip: You can turn this off – but you shouldn’t unless you have explicit approval from your everyone that it’s OK.