How do I trigger a campaign using a next step?
Note: The Cloze Campaigns feature is included as part of the Cloze Business Platinum Plan.
When a specific Next Step is set for a contact, a campaign will start.
Example: A contact's Next Step is "After Purchase Nurture" which will trigger the "After Purchase Nurture Campaign" to automatically start.
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 "On a Next Step".
4.) For the Next Step Trigger:
- Toggle ON the Next Step you want to link the campaign to.
- Tap on Save.
- Tap on Done.
You will then see that your trigger has been added to your campaign.
