Knowledge base | Cloze, Inc.

How do I email all of my customers that are part of Projects or Deals?

With Cloze, you can send a personalized email to your customers or any Stage, Segment or custom Cloze List, Project or Deal you choose. In the example below you will see how to send a mail merge email to your clients that are involved in Deals. 

This feature is designed to help you send a personalized note to multiple people at once, not replace an email marketing tool like ConstantContact or MailChimp. Each person will receive their own email delivered by your email service just like if you sent a single message.

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.  

You can email as many as 250 contacts at a time. To select more than the first 50 contacts that are loaded please continue to scroll down until you have reached 250 contacts. 

1.) Go to the Project (or Deal) page and tap on the check mark next to each Project (or Deal). 

Note: In this example 3 Deals have been selected. Only customers involved in these selected Deals will be included in the Mail Merge email. 


 

2.) Tap on the Email icon at the bottom of the screen and then select Mail Merge To.

 

3.) The email composer will then show all of the people from your Projects (or Deals) 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 the recipient before you send the email.