How do I trigger a campaign when I get a new lead?

Note: Before adding a trigger to a campaign, create your campaign first.

1.) Navigate to the Template Library. 

Please note you may see the Library on the left-hand screen navigation. If not follow the instructions below to access the More menu and then select the Template Library.

1. Tap on More in the lower left on your computer (cloze.com). 
2. Select Template Library. 

2.) Select your campaign and then tap on the chain link icon.

3.) Tap on New Lead.

4.) Toggle ON the lead source value or values which will trigger this campaign. Then tap on Save.

1. To see which lead sources (triggers) are connected to campaigns, go to Settings and expand Lead Management. 
2. Any campaigns that are connected to (triggered by) a lead source will appear under this list.
3. Tap on Edit Lead Campaigns to change the lead source/campaign or add a lead source to a campaign. (Note: You will need to have created the campaign first).