Example Campaign: Renewal Reminder

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

GOAL: Engage a client so they ultimately renew

This Campaign sends multiple messages (emails and texts) to try and get the client to engage.

What this campaign does:

  • It sends a series of reminder emails and texts automatically
  • It starts based on a recurring anniversary date field in Cloze
  • It pauses automatically between reminder emails and texts

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.) Automatically Send "Renew in 3mo" Email Use Auto Send Email
2.) Wait 1 month Use Wait for Fixed Amount of Time
3.) Automatically Send "Renew in 2mo" Email Use Auto Send Email
4.) Wait 1 month Use Wait for Fixed Amount of Time
5.) Automatically Send "Benefits of Early Renewal" Email Use Auto Send Email
6.) Wait 2 weeks Use Wait for Fixed Amount of Time
7.) Automatically Send "Renew in 2wks" Text Use Auto Send Text*
8.) Wait 10 days Use Wait for Fixed Amount of Time
9.) Automatically Send "Renewal - due" Text Use Auto Send Text*
10.) Wait 1 week Use Wait for Fixed Amount of Time
11.) Automatically Send "Still Time" Email Use Auto Send Email
12.) Wait 1 week Use Wait for Fixed Amount of Time
13.) Change Stage to Lost Use Flow Control Change Stage
* Cloze Campaigns can automatically send text messages using  Dialpad, RingCentral, or Twilio
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 Anniversary Field

Once you have created the Campaign you can link it to the "Renewal Date" (or name of your choice) anniversary Custom Field. 

Before you link the Campaign to the Anniversary Field, you must first enable an Anniversary Follow Up Template on the custom field (please see tip #2 below). Once the template is enabled you can link the Campaign to the custom field.

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: Set when you want the campaign to start on the Custom Field. 

The Campaign will start based on the reminder set on the Custom Field. In the example below the Campaign will trigger three months before the date set on the Lease Expiration field. Here are step-by-step instructions on how to created and edit an Anniversary Date custom field. 

Tip #2: Make sure to enable a template for the Anniversary Custom Field.  

Tip #3: Linking the Campaign to the Next Step

 Select Anniversary.

Find the Anniversary custom field and then toggle on the anniversary 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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