Closum Platform Help

Help the user with Closum platform questions — from email and SMS campaigns through WhatsApp, Telegram, Web Push notifications, landing pages, no-code automations, AI assistant, contact management, API, and integrations. Closum is a Portugal-based omnichannel marketing automation platform with 2,500+ customers (Decathlon, Fnac, Recheio, Boomfit, Era, Remax, FitnessUp, Job&Talent, Seaside).

Step 1 — Gather context

Ask the user:

What channel or area of Closum do you need help with?
- A) Email Marketing — newsletters, automations, drag-and-drop editor, reporting
- B) SMS Marketing — campaigns, automations, personalization, enriched SMS
- C) WhatsApp Marketing — automated messaging, intelligent flows
- D) Telegram Marketing — automated alerts, document/image sharing, group management
- E) Web Push — browser notifications, scheduling, segmented campaigns
- F) Landing Pages & Forms — drag-and-drop builder, pop-ups, forms
- G) Automations — no-code workflow builder for customer journeys
- H) AI Assistant — accelerate message creation with OpenAI
- I) Contact Management — unified profiles, lifecycle stages, segmentation
- J) Integrations / API — connecting to CRMs, Zapier, API automation
- K) Something else — describe it
What's your goal?
- A) Set up a new campaign or workflow
- B) Improve performance of existing campaigns
- C) Connect Closum to another tool
- D) Understand pricing or plan limits
- E) Troubleshoot an issue
- F) Other
Which Closum plan are you on?
- A) Zero (Free) — 2,500 emails/mo, 1 automation
- B) Growth — 10,000 emails/mo, 1 automation
- C) Advanced — 10,000 emails/mo, 5 automations, landing pages, team members
- D) Not sure / evaluating

If the user's request already provides most of this context, skip directly to the relevant step. Lead with your best-effort answer using reasonable assumptions (stated explicitly), then ask only the most critical 1-2 clarifying questions at the end — don't gate your response behind gathering complete context.

Note: If the user needs a specialized skill, route them there with a brief explanation of why that skill is a better fit.

Step 2 — Route or answer directly

If the request maps to a specialized skill, route:

Email marketing strategy (platform-agnostic) -> /sales-email-marketing
Outbound cadence strategy / sequence design -> /sales-cadence
Funnel strategy / conversion optimization -> /sales-funnel
Connecting Closum to other tools via Zapier or middleware -> /sales-integration

Otherwise, answer directly from platform knowledge using the reference below.

Step 3 — Closum platform reference

Provide module-by-module guidance based on the user's area:

Email Marketing

Drag-and-drop editor: Visual email builder — no HTML required. Prebuilt templates, custom blocks, responsive design
Personalization variables: Dynamic fields (first name, company, custom attributes) inserted into subject lines and body
Newsletters: One-time broadcast sends to selected audience lists or segments
Email automations: Trigger-based email sequences — welcome series, abandoned cart, re-engagement, date-based
Real-time reporting: Opens, clicks, bounces, unsubscribes — per-campaign and aggregate dashboards
Send limits: Zero plan: 1,000/hr; Growth: 5,000/hr; Advanced: 100,000/hr

SMS Marketing

SMS campaigns: Broadcast text messages to contact lists with scheduling and personalization
SMS automations: Trigger-based SMS — combine with email workflows for multichannel journeys
Personalization: Dynamic fields in SMS body (name, custom attributes)
Enriched SMS: SMS with links, images, or landing page URLs for richer engagement
Pricing: Separate from base plan — from EUR 0.014/SMS

WhatsApp Marketing

Automated messaging: Send WhatsApp messages as part of automation workflows
Intelligent flows: Branching logic based on user responses — contextual personalization
Use cases: Order confirmations, appointment reminders, promotional campaigns, customer support follow-ups

Telegram Marketing

Automated alerts: Trigger-based Telegram messages from automation workflows
Document/image sharing: Send files, images, and rich media through Telegram
Group management: Manage Telegram groups and broadcast channels from Closum
Use cases: Product announcements, event notifications, support updates

Web Push

Browser notifications: Push notifications to subscribers without requiring an app
Scheduling: Set send times or trigger based on user behavior
Images: Rich push notifications with images and custom icons
Segmented campaigns: Target specific audience segments with tailored push content

Landing Pages & Forms

Drag-and-drop builder: Visual page builder — no coding required
Pop-ups: Timed, exit-intent, or scroll-triggered pop-ups for lead capture
Forms: Embedded forms for newsletters, lead magnets, event registrations
Dynamic segmentation: Auto-tag and segment contacts based on which form or landing page they convert on
Plan limits: Advanced plan includes 15 landing pages; add-on available (EUR 15/mo for 4 additional pages)

No-Code Automations

Workflow builder: Visual drag-and-drop builder for customer journeys
Triggers: Form submission, tag added, lifecycle stage change, date-based, custom events
Actions: Send email, send SMS, send WhatsApp, send Telegram, add tag, update contact field, wait, condition branch
Cross-channel: Build journeys that span email, SMS, WhatsApp, Telegram, and Web Push in a single workflow
Plan limits: Zero/Growth: 1 automation; Advanced: 5 automations; add-on: EUR 5/mo per 5 additional automations

AI Assistant

OpenAI integration: Built-in AI for accelerating message creation — subject lines, email copy, SMS text
Use cases: Generate email drafts, rewrite copy for different tones, translate messages, brainstorm subject lines
Access: Available from the message editor across email, SMS, and other channel editors

Contact Management

Unified profiles: Single contact record aggregating activity across all channels (email, SMS, WhatsApp, Telegram, Web Push)
Lifecycle stages: Customizable stages to track where contacts are in the customer journey
Audience lists: Group contacts into lists for targeted campaigns
Segmentation: Filter and segment by tags, lifecycle stage, engagement, custom fields, form submissions
Unlimited contacts: All plans include unlimited contacts

Data model

Object	Description	Key fields
Contact	Unified customer profile	email, phone, name, tags, lifecycle stage, custom fields
Audience List	Grouping of contacts for targeting	id, name, contact count
Lifecycle Stage	Customer journey position	id, name, order
Campaign	Email/SMS/Push broadcast	id, channel, status, audience, scheduled time
Automation	No-code workflow	id, name, trigger, steps, status
Landing Page	Lead capture page	id, name, URL, form, status
Form	Embedded or pop-up lead capture	id, name, type, fields, audience list

API quick reference

Base URL: https://api.closum.com/api
Auth: Bearer token — Authorization: Bearer {token}
API key generation: Settings -> Application -> Integrations -> API Keys -> Generate
Known endpoints:
- GET /audience-list — retrieve audience lists
- GET /contact-lifecycle-stage/ — retrieve lifecycle stages
- POST /lead-audience-list — add a lead to an audience list
Documentation: developers.closum.com (redirects to Postman collection)
GitHub: github.com/Closum/closum-api
Gaps: Full endpoint list not publicly documented. Rate limits unknown. Check Postman collection for the most current endpoints.

Integrations

Category	Tools
CRM	Salesforce, Pipedrive, Zoho, Bitrix24
E-commerce	Shopify, WooCommerce, Magento, Ecwid, Hotmart
Payments	Stripe, PayPal
Productivity	Google Sheets, Airtable, Notion, Asana, ClickUp, Google Calendar, Outlook
Communication	Slack, Tawk.to, Facebook/Meta
AI	OpenAI
Forms	Tally, Typeform
Other	Zapier (600+ tools), DocuSign, Bitly, Calendly, Mautic, Apollo

Pricing (as of 2026-03, EUR — verify current pricing at closum.com)

Plan	Price	Emails/mo	Automations	Data retention	Send limit	Landing pages	Team members
Zero (Free)	EUR 0/mo	2,500	1	30 days	1,000/hr	—	1
Growth	EUR 12/mo	10,000	1	30 days	5,000/hr	—	1
Advanced	EUR 35/mo	10,000	5	180 days	100,000/hr	15	3

All plans: Unlimited contacts.

SMS: Separate pricing from EUR 0.014/SMS.

Add-ons: Landing pages (EUR 15/mo for 4 pages), automations (EUR 5/mo per 5 automations), team members (EUR 9/mo per member).

Step 4 — Actionable guidance

Based on the user's specific question:

Setting up an email campaign

Navigate to Campaigns -> Email -> Create new
Choose a template or start from scratch in the drag-and-drop editor
Add personalization variables (first name, company, custom fields)
Select audience list or segment for targeting
Configure send time (immediate or scheduled)
Preview and test — send a test email to yourself
Launch the campaign
Monitor real-time reporting for opens, clicks, bounces

Setting up an SMS campaign

Ensure you have SMS credits (purchased separately from EUR 0.014/SMS)
Navigate to Campaigns -> SMS -> Create new
Write your SMS copy with personalization variables
Select audience list — ensure contacts have phone numbers
Schedule or send immediately
Monitor delivery and click rates

Setting up WhatsApp automation

Connect your WhatsApp Business account in Settings -> Integrations
Create a new automation workflow
Set your trigger (form submission, tag added, lifecycle stage change)
Add a WhatsApp message step — configure the message template with personalization
Add branching logic based on user responses if needed
Test the workflow with a test contact
Activate the automation

Building an automation workflow

Navigate to Automations -> Create new
Select a trigger (form submission, tag change, date-based, custom event)
Add steps — email, SMS, WhatsApp, Telegram, wait, condition, tag, update field
Use condition branches to split journeys based on engagement or contact data
Test the entire flow with a test contact
Activate — monitor the automation dashboard for execution stats
Note: Check your plan's automation limit (Zero/Growth: 1, Advanced: 5)

Creating a landing page

Navigate to Landing Pages -> Create new
Use the drag-and-drop builder — add sections, forms, images, CTAs
Configure the form to capture the fields you need
Set the audience list and tags for new contacts captured
Publish and grab the URL
Optionally add a pop-up trigger (timed, exit-intent, scroll)
Note: Landing pages require the Advanced plan or add-on (EUR 15/mo for 4 pages)

Gotchas

Best-effort from research — verify details against current Closum documentation.

Automation limits are strict per plan. Zero and Growth plans include only 1 automation. If you need complex multi-step journeys across channels, you'll either need the Advanced plan (5 automations) or the add-on (EUR 5/mo per 5 automations). Plan your workflows before hitting the limit.
SMS is billed separately from your base plan. Email plans don't include SMS credits. SMS starts at EUR 0.014/SMS and costs vary by country. Budget for SMS separately if planning multichannel campaigns.
Data retention varies dramatically by plan. Zero and Growth plans retain data for only 30 days. Advanced extends to 180 days. If you need historical reporting beyond these windows, export data regularly or upgrade your plan.
The API is sparsely documented. The official docs at developers.closum.com redirect to a Postman collection. The full endpoint list is not publicly captured, and rate limits are unknown. Expect to explore the Postman collection and GitHub repo (github.com/Closum/closum-api) for endpoint discovery.
Landing pages are not available on Zero or Growth plans. You need the Advanced plan (15 pages included) or the landing page add-on (EUR 15/mo for 4 pages). If you're building lead capture funnels, factor this into your plan choice.

Step 5 — Related skills

/sales-email-marketing — Email marketing strategy — list building, segmentation, deliverability (platform-agnostic)
/sales-cadence — Design outbound cadence strategy (works with Closum email sequences)
/sales-funnel — Funnel strategy and conversion optimization
/sales-integration — Connect Closum to CRMs, e-commerce platforms, and other tools
/sales-deliverability — Cross-platform email deliverability — SPF/DKIM/DMARC, warmup, inbox placement
/sales-do — Not sure which skill to use? The router matches any sales objective to the right skill. Install: npx skills add sales-skills/sales --skills sales-do

Examples

Example 1: Multichannel welcome sequence

User says: "How do I set up a welcome sequence in Closum that sends an email, then an SMS, then a WhatsApp message?" Skill does:

Creates a new automation with trigger: "Contact added to audience list" or "Form submitted"
Step 1: Send welcome email immediately — drag-and-drop editor with personalization
Step 2: Wait 1 day, then send SMS with a personal touch and link to key content
Step 3: Wait 2 days, then send WhatsApp message with a product recommendation or onboarding prompt
Adds condition branches — if email opened, skip SMS and go straight to WhatsApp; if not opened, send SMS as a nudge Result: User has a cross-channel welcome journey that adapts based on engagement, using email + SMS + WhatsApp from a single Closum automation

Example 2: Landing page with lead capture and segmentation

User says: "I want to create a landing page for a webinar and automatically tag registrants in Closum" Skill does:

Creates a new landing page in the drag-and-drop builder with webinar details, speaker info, and a registration form
Configures the form to capture name, email, company, and role
Sets the form to add registrants to a "Webinar Registrants" audience list and apply a "webinar-2026" tag
Connects an automation: on form submission, send confirmation email with calendar link, then send reminder SMS 1 hour before the event
Notes the Advanced plan requirement for landing pages (or EUR 15/mo add-on) Result: User has a published landing page that captures leads, auto-segments them, and triggers a confirmation + reminder sequence

Example 3: Connecting Closum to Salesforce

User says: "How do I sync Closum contacts with Salesforce?" Skill does:

Checks if the user's goal is CRM sync or a more complex integration architecture (routes to /sales-integration if the latter)
Walks through Settings -> Application -> Integrations -> Salesforce connection setup
Explains the native Salesforce integration — contact sync, field mapping, lifecycle stage mapping
Recommends mapping Closum lifecycle stages to Salesforce lead statuses before enabling sync
Suggests starting with a small audience list to test sync before enabling for all contacts Result: User has Salesforce connected with contact sync configured and tested

Troubleshooting

Emails not being delivered

Symptom: Low delivery rates, recipients not receiving emails, or emails landing in spam Cause: Missing domain authentication (SPF/DKIM/DMARC), sending too fast on a new account, or poor sender reputation Solution: Verify domain authentication is configured correctly in Settings. Start with low volume and ramp up gradually — respect your plan's hourly send limit (Zero: 1,000/hr, Growth: 5,000/hr, Advanced: 100,000/hr). Check your sender reputation. If emails are going to spam, review content for spam triggers and ensure you have proper unsubscribe links. See /sales-deliverability for a comprehensive diagnosis framework.

Automation not triggering

Symptom: Contacts are entering the expected condition (form submitted, tag added) but the automation does not execute Cause: Automation limit reached, automation not activated, or trigger misconfigured Solution: Check your plan's automation limit (Zero/Growth: 1 active automation, Advanced: 5). Verify the automation status is "Active" not "Draft." Confirm the trigger matches the expected event — e.g., ensure the form is connected to the correct automation. Test with a new contact to rule out "already processed" issues. If you need more automations, add the automation add-on (EUR 5/mo per 5).

API authentication failing

Symptom: API calls return 401 Unauthorized Cause: Invalid or expired Bearer token, incorrect header format Solution: Generate a new API key in Settings -> Application -> Integrations -> API Keys -> Generate. Ensure the Authorization header is formatted exactly as Authorization: Bearer {token} (with a space after "Bearer"). Test with a simple GET request to /audience-list to confirm authentication works before building complex integrations. Check the Postman collection at developers.closum.com for working request examples.

sales-closum