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

Note: The Cloze Campaigns feature is included as part of the Cloze Business Platinum Plan. 

When a lead arrives from a specific source, a campaign will start automatically.


1.) Navigate to the Template Library. 

Tap on the Library section on the left side of Cloze.


If you do not see the Library icon:

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

2.) Tap on your campaign to select it and then tap on "Add a Trigger".

3.) Tap on "New Lead Arrives".


4.) For the Lead Source Trigger:

  1. Toggle ON the lead source value(s) that will trigger this campaign.
  2. If a lead source is grayed out, that it because it is already linked to another campaign.
  3. After toggling ON the lead source value(s), tap on "Save".
  4. Tap on Done."


To see which lead sources are connected to campaigns:

  1. 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).

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