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.
After you build your lead campaign, you will add a trigger - a lead source. When a lead comes in from that source, the campaign starts automatically.
1.) Tap on the Library icon (it looks like a stack of paper) on the left side menu.
If you don't see the Library icon:
On your computer:
- Tap on More in the lower left on your computer (cloze.com).
- 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:
- Toggle ON the lead source value(s) that will trigger this campaign.
- If a lead source is grayed out, that it because it is already linked to another campaign.
- After toggling ON the lead source value(s), tap on "Save".
- Tap on Done."
To see which lead sources are connected to campaigns:
- Go to Settings and expand Lead Management.
- Any campaigns that are connected to (triggered by) a lead source will appear under this list.
- 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).
