Building an initiative takes a few minutes. Click Initiatives in the sidebar, hit Build Initiative, pick your trigger from the menu, and you land in a four-step builder with a live phone preview beside you the whole way.
Before you start
Have an offer ready, and ideally a published sales agent if you want one to handle the conversation. See Create an offer and Create your first Sales Agent.
The four steps
- Trigger: choose what the initiative watches, like a specific post, a DM keyword, or a story, and set the keywords. See Choosing a trigger.
- Opt-In: write the opt-in message your prospect receives, and the button they tap to start the conversation. See Writing your opt-in message.
- Delay (optional): add a short wait between the prospect's tap and the agent starting, or leave it off. See Adding a delay.
- Conversion: decide what happens next, either a Sales Agent who carries its own offer, or a Direct Conversion where you pick the offer yourself. See Choosing what happens next.
The builder checks each step as you go, so you cannot wander forward with something important missing.
One thing worth knowing: save your work
Initiatives do not autosave. Use Save to keep a draft, or Publish to go live. If you close the tab without saving, your changes are gone. (Offers autosave; initiatives are deliberate about it. When in doubt, hit Save.)
Save is only there while the initiative is a draft or paused. Open a live one and the button is gone, because a half-finished edit has no business sitting on something that is actively talking to people. To change a live initiative, use Pause & Edit. See Preview, publish, and pause initiatives.
Name it and publish
Give your initiative a name so you can find it later, then Publish. Cloziq runs a final check and tells you in plain sentences if anything is missing. Once it is live, the next person who matches your trigger gets pulled into the flow automatically.
Tips
- Watch the phone preview as you build. It updates live and shows the post, comments, DM, and story views exactly as your audience sees them.
- You can always start simple: one trigger, a short opt-in message, and one agent. Refine from there.