Example Campaign: Long term nurturing

Note:  The Cloze Campaigns feature is currently in beta and included as part of the Cloze Business Platinum Plan. Please reach out to support@cloze.com for early access.  

GOAL: Keep you top of mind

This Long term nurturing Campaign is designed to help you stay top of mind with your network / sphere of influence

What this campaign does:

  • It fills the gaps in between your real conversations
  • It pauses automatically when you’re actively talking so there’s no “crosstalk”
  • It makes sure not to send the same content twice
    • e.g. you go on vacation and don’t update your newsletter

How to create a personal newsletter in under 5 minutes a week for this Campaign

This newsletter can feed the content used in the "Wait for New Content" step of the campaign. Creating a newsletter is as easy as pasting a few links. Cloze will automatically format the links you paste for you.

Simply start with a base template, paste your links, and include a personal note. Add this to your weekly schedule to ensure your clients get relevant newsletters.

  1. Collect interesting articles throughout the week.
  2. Send when you are ready – simply insert them from your Library, and it automatically creates a newsletter for you, including pictures.
  3. Add a personal note and send your email any time.

How to create a similar Campaign in your Cloze account

1.) Navigate to the Cloze Library to create the Campaign

Here are step-by-step instructions on how to create a Campaign.

2.) Design your Campaign

Below you will find the same steps used in the picture above. In italics, in the right column, you will find the specific type of step used and link with additional instructions. 


Step Name Campaign Step
1.) Wait 1 week after last interaction Use wait for Pause in Conversation
2.) Wait for New Content in "Foodie Focus" Use wait for New Content
3.) Automatically Send "Foodie Focus" Email Use Auto Send Email
4.) Go to Start of Campaign* Use Repeat from Start of Campaign
*When the Campaign completes it will start over at step #1.  
This campaign includes automated actions (like sending an email or adding a todo) and waiting in between these actions before triggering the next Campaign step. 
Steps Used in this Campaign:

A couple of tips:

Tip #1: Sketch out your campaign

Add all of the steps you wish to include in your Campaign first, and then go back and add all the details. This gives you a high-level view before you dig into the specifics. 

Tip #2: Use Placeholders for templates

If you have not yet created a template you can use a placeholder instead. You can then return to the placeholder template in the Cloze Library to add your content at a later time. This is helpful when you are sketching out a campaign, but haven't yet created all of the content. 

3.) Link it to the appropriate Next Step

Once you have created the Campaign you can link it to the "Long Term Nurture" (or name of your choice) Next Step in Settings.

Before you link the Campaign to the Next Step, you must first enable a Follow-up Template on the Next Step (please see tip #2 below). Once the template is enabled you can link the Campaign to the "Long Term Nurture" Next Step. 

Here are additional details on how Campaigns start and instructions on how to link a Campaign to each of the above items.

A few more tips: 

Tip #1: Cloze has two Styles of Next Steps. Set the Style to Process Mode to ensure it automatically triggers when the previous Next Step has been completed.  

Next Steps can either act like a Process, where steps should be done in sequence, or like a Task List, where steps can be done in any order. 

  1. With a Process, as you mark steps done, you automatically advance to the next step. 
  2. With a Task List, you can mark steps done in any order, but you need to manually pick which step is the next step.


Tip #2: Make sure to enable a template for the "Long Term Nurture" Next Step.  

Tip #3: Linking the Campaign to the Next Step

 Select Next Step.

Find the Stage and Segment and then toggle on the Next Step that will trigger the campaign.

4.) Test your Campaign

Next, we recommend that you test your campaign. 

Here are step-by-step instructions on how to test your campaigns

We also recommend reviewing these best practices to help avoid any accidental trouble. 

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