How do I create a new email template? | Cloze, Inc.

How do I create a new email template?

Cloze makes it easy to save any email you compose as a template so you can avoid cut and pasting over and over. 

1.) To create a new template simply compose your email like any other email message. Then tap on the template icon (stacked paper icon) on the right side of the email composer.

2.) To Save your template tap on the "Add" button next to the subject and snippet of your new email template.


Tips:

  • Cut and paste as plain text - If you are cutting and pasting content into Cloze it is recommended that you paste as plain text and then use the various options to format your email. This will ensure that your email is formatted correctly on the widest number of email clients.
     
  • Formatting and images - Cloze offers many formatting options along the bottom of the email composer on cloze.com (web app) and tablet. Please click here for a full list of formatting options.  
     
  • Use links instead of attachments - Cloze does not currently support attachments in templates, but instead we recommend using links to documents (with Dropbox, Google Drive, OneDrive etc..). With this approach Cloze will alert you if someone clicks on your link to view the document. 

 

3.) The next time you need to use this template simply tap on the template icon (stacked paper icon) and then select your template from the list.