Understanding Campaign Branches
The Cloze Campaigns feature is included as part of the Cloze Business Platinum Plan.
There are several types of decision options that can be automated with a Campaign. For example, a Campaign could branch based on a lead source and provide different content for each decision branch.
Branching is a decision to go down only one of the different branches.
The first branch to match gets its steps run – others are skipped. The Campaign then proceeds to complete all of the steps in the branch.
Campaign Branching Overview
To make this example simple we have 5 different To-Dos each called A, B, C, D, and F that can be added to the Agenda based on the branch that matches. Depending on the decision path, the campaign will go down different branches based on the Stage and set some of To-Dos in one of three possible branch paths.
All three branch paths add the To-Do called "A" and the To-Do called "F".
The example below branches by Stage:
- Lead Stage
- Potential Stage
- Not matching on Lead Stage or Potential
There are 3 possible outcomes:
Branch outcome #1: A, B, C, F
- Add the to-do called "A" to the Agenda
- The Stage is Lead (step 2.1)
- Therefore Steps 2.11 and 2.1.2 are run (adding to-dos called "B" and "C" to the Agenda)
- Add the to-do called "F" to the Agenda
Branch outcome #2: A, D, E, F
- Add the to-do called "A" to the Agenda
- The Stage is Potential (step 2.2)
- Therefore Steps 2.21 and 2.2.2 are run (adding to-dos called "D" and "E" to the Agenda)
- Add the to-do called "F" to the Agenda
Branch outcome #3: A, F
- The Stage is not Lead or Potential
- Add the to-do called "A" to the Agenda
- Add the to-do called "F" to the Agenda