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.) Navigate to the Template Library.
Tap on the Library section on the left side of Cloze.
If you do not see the Library icon:
- Tap on More in the lower left on your computer (cloze.com).
- Select Template Library.
2.) Tap on your campaign to select it.
3.) Tap on "Add a Trigger".
4.) Tap on "On a Next Step".
5.) 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.
