Example Campaign: Get To Know Campaign
The Cloze Get to Know Campaign feature is included as part of the Cloze Business Platinum Plus Plan.
Step 1: Create a Get-To-Know Audience
As a first step please follow these instructions to create a Get-To-Know audience. Once you have created your new audience you can follow the steps below to enable a Get to Know Campaign.
Step 2: Enable a Get To Know Campaign
1. Select your Get to Know Audience
2. Tap on the funnel icon.
3. Scroll to the bottom and tap on Edit Audience.
4. Tap on the drop down next to Audience Campaign.
5. Set how many people per day will start in this campaign.
6. Save your changes by tapping on the Save Audience button.
Step 3: Create or refine your Get To Know Campaign
Your brokerage or organization may have already created the Get To Know Campaign for you. If not, you can add your campaign steps.
1. Navigate to the Cloze Library.
Depending on your customizations the Library may be accessible through the More menu or you will see it directly along the left side of the screen (or along the bottom of the screen on a tablet).
2. Search for "Get To Know" or scroll down to the Assists and Automations section.
3. Tap on Edit.
4.) Edit an existing Get To Know Campaign or create your own.
In this example, the campaign will send three emails over two weeks. Each email replies to the previous email to make it feel more authentic. The campaign will automatically stop if the recipient replies or books a future meeting.
There are two primary steps when creating a campaign:
- Create your email templates
- Create your campaign (you will link your templates from step 1 while creating your campaign)
Email templates used in this example campaign:
Email 1: The first email in this Get to Know Campaign.
Hi NameWillBeInsertedHere,
I’m a real estate agent with Tully Realty. I just wanted to reach out and introduce myself.
Is there anything I can do for you?
I’ve been helping folks out in our community with all their real estate needs for many years. Whether you are buying or selling or just have questions about the market I’m here to help.
If I can be of any assistance (or you know someone that needs some help), I’d love to chat.
Feel free to reply to this email, or call/text me at 212-555-2323.
Best,
Lou
2: When the second email in this drip campaign triggers it will select randomly from one five template options. Please follow these instructions to use AI to create this type of template.
Original email:
I’m circling back again to introduce myself and see if there is anything I can help you with.
I’m an expert not just in buying and selling homes, but also I provide a variety of services including home valuations, updates on the housing market, relocations, professional referrals – anything related to real estate I have you covered.
I would love a chance to meetup for a cup of coffee (on me, of course!) to meet and get to know you.
When are you free in the next week or two?
Alternative email 1:
I'm getting in touch one more time to offer my assistance. I specialize in buying, selling, and renting properties, and I can also provide valuations, market updates, relocation info, and referrals to industry professionals. I'd love to meet up with you for coffee to get to know each other better. Would you be available in the next week or two? I'll even treat!
Alternative email 2:
I'm reaching out once more to introduce myself and see if there's anything I can do to help. I specialize not only in buying and selling properties, but I also provide a range of services, like valuing homes, giving updates on the housing market, relocations, and offering professional referrals. Anything related to real estate, I'm your go-to person.
I'd enjoy the opportunity to catch up over coffee (my treat!) and get to know you better. When could you make some time in the next week or two?
Alternative email 3:
I'm returning to introduce myself and inquire if there is anything I can do to be of assistance. I'm an expert in not only home purchases and sales, but I also offer a plethora of services such as home appraisals, updates about the real estate market, relocations, and referral to professional services.
I would be delighted to meet and get to know you better over a cup of coffee (my treat!). When do you have availability in the next week or two?
Alternative email 4:
I'm reaching out to you once more to offer any assistance I can provide. My knowledge in real estate goes beyond just buying and selling homes; I'm also able to offer home valuations, updates on the housing market, relocations, and professional referrals.
I would really like to arrange a coffee date so we can get to know each other. When do you have some free time in the upcoming weeks? I'm happy to treat you!
Email 3: Campaign email three also uses several alternatives to keep the content fresh and varied. Cloze will automatically pick among the original and four alternatives. Please follow these instructions to use AI to create this type of template.
Original email:
I know you are very busy so I figured I’d give you one last try.
I’d love to be your local, go-to resource for all your real estate needs.
If you need anything feel free to reach out any time.
Alternative email 1:
I wanted to make one final attempt to reach you and offer my services as a local real estate expert. I'm here to help with any and all of your real estate questions and needs. Please don't hesitate to contact me anytime you require assistance.
Alternative email 2:
I understand that your time is valuable, so I'm giving one last attempt to be your local contact for all your real estate questions and needs. It would be an absolute pleasure to provide assistance to you. Please do not hesitate to reach out to me if you need anything.
Alternative email 3:
I recognize that your time is valuable and limited. With that in mind, I wanted to extend one final opportunity to provide you with my services. It would be my privilege to serve as your reliable and dependable regional source for all of your real estate needs. If there is anything I can assist you with, please don't hesitate to contact me.
Alternative email 4:
I understand you are very busy, which is why I would like to offer one more opportunity for us to work together. I am confident that I can be a dependable and knowledgeable resource for all of your real estate needs in the region. Should you require any assistance, please do not hesitate to contact me.
Get to Know Campaign
This campaign uses the three above templates. Each person that enters the campaign will receive three drip emails over roughly two weeks. The campaign will stop if the receipt engages.
Use the campaign controls to set how the campaign ends. In the screenshot below, the campaign will stop automatically if the contact replies or a meeting is booked.
