Mail Merge Overview

With Cloze, you can send a personalized email to multiple contacts at once using the Mail Merge feature. Mail merge allows you to communicate with many people at the same time while still maintaining the one-to-one, personal feel of each relationship.

You start by composing a base message that will be sent to everyone, and you can optionally personalize the message for each contact before sending. Each recipient receives their own individual email, sent from your real email account, just as if you had written to them one-on-one. You will also see the sent messages in your email account’s Sent folder outside of Cloze.

There are two ways to send Mail Merge email with Cloze. 

1. From the people section
2. From the email composer

A personalized greeting is automatically included for each recipient.

No one is BCC'd. Each person receives their own unique email. Each person will not see the other recipients. 

Please note that many email providers limit the number of emails you can send per day. For example, Google's G Suite limits you to 2,000 emails per day. Consumer Gmail accounts are limited to 500 emails per day. GoDaddy limits sending to 250 emails per day.  Because of these email-provider sending limit restrictions, we support scheduled mail merge emails to 500 or fewer users. 

1.) In the People section, select the contacts you wish to email. There are several ways to find and select contacts: 

• You can tap on the checkmark next to each person 
• Select all members of an audience
• Select people with the same tag
• Filter the People section to any criteria you would like

1. Select the contacts you wish to email by tapping the checkmark next to each person
2. If you want to select all, tap the checkmark at the top.
3. Tap "Mail All Selected" at the top of the screen.

2.) The email composer will then show all of the people you have selected in the "To:" line. 

Note: The greeting ("Hi Dana") will rotate through each of the names from the people included in the "To:" line so you can see how it will look for each recipient before you send the email.

3.) Compose your email. 

Tips: Use a template (a) or let Ghostwriter do the work (b).

4.) Optionally, tap on the Send Options menu and select one of the options. 

1. Send - Tap on the Send Options menu.
2. Send from - Change the email account you are using to send the mail merge from
3. Schedule - Schedule the mail merge to be sent in the future. 
4. Preview - Preview the email for a typical recipient. 
5. Add Recipients - Add other related people like a spouse. 
6. Customize - Customize each message for key recipients. 

5.) Tap on the Send button to send your Mail Merge email. 

From the Email Composer

1.) Tap on the compose icon and select Send Mail. 

2.) Add contacts to the To line (a) and then tap on the megaphone icon towards the right of the screen (b), beneath the Send button. When the megaphone icon is filled in, this indicates you are sending a mail merge.

3.) Compose your email. 

Tips: Use a template (a) or let Ghostwriter do the work (b).

4.) Optionally, tap on the Send Options menu and select one of the options. 

1. Send Options - Tap on the Send Options menu.
2. Send from - Change the email account you are using to send the mail merge from
3. Schedule - Schedule the mail merge to be sent in the future. 
4. Preview - Preview the email for a typical recipient. 
5. Add Recipients - Add other related people like a spouse. 
6. Customize - Customize each message for key recipients. 

5.) Tap on the Send button to send your Mail Merge email.