Change Stage, Segment, Step, or Assignee - Campaign “Flow Control” settings
The Cloze Campaigns feature is included as part of the Cloze Business Platinum Plan.
There are several types of flow control options that can be automated with a Campaign. For example, a Campaign could use a flow control to change the Stage to Lost at the end of a lead nurture campaign that has had no response.
Below you will find the "Flow Control" campaigns settings for Change Stage, Segment, Step, or Assignee:
- Change Relationship
- Next Step
- Change Assignee
- Assignment Strategy
- Assign To
- Assignee Tags
- After Changes
This flow control is used to make changes like reassigning a lead or updating the Stage. Optionally you can also trigger starting a new campaign.
Campaign Example:Branch on a matching user tag for lead distribution
This campaign is designed to branch based on a Cloze user tag. With Cloze you can define lead Ponds using tags. Ponds are especially helpful when creating competition and for ensuring the right team members receive leads.
In this example, the campaign routes leads to Cloze team members that have the tag "#a-rated-lead.
What this campaign does:
- GOAL: Find the best team member (agent, sales rep, etc..) available as quickly as possible
- Send push notifications to all team members that can take the lead
- If no team member is available within 5 minutes round-robin assign using the change assignee flow control
In step 1.1.5 this Campaign will automatically change the assignee to another team member with the user tag "#a-rated-lead".
Change Stage, Segment, Step, or Assignee Campaign "Flow" Settings.
Tap on the + icon and select Change Stage, Assignee, etc.
Tap on the dropdown menu to select the Stage to which the campaign will change.
Tap on the dropdown menu to select the Segment to which the campaign will change.
First, select the Stage and Segment, then select the Next Step to which the campaign will change.
Change AssigneeAssignment Strategy
If Assignment Strategy is (default) and both Assign To Custom Field and Assignee Tags are empty, there is no assignment change.
- Default - uses either a custom field or tag match.
- Custom Field - use a custom reference field to match.
- Best Relationship - matches based on the strongest existing relationship.
- Closest in Hierarchy - matches based on the proximity within a sub-team.
- Even Distribution - distributes evenly over time.
You can also pick multiple and it starts from the top of the list trying different strategies until one matches a user.
Enter a tag to set the assignee to assign to the closest team member that has all of these tags. In this example, team members with the #a-rated-lead are assigned.
Even if the current user matches the assignee criteria, pick someone else.
Tap on the dropdown menu to select another campaign to run after this campaign completes. This campaign will be started for whichever user is assigned after this completes.