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|
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
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.