How do I create a new email template?

Any time you find yourself typing the same message over and over, you should create a template. Cloze includes several different templates to get you started, but you can customize them to your personal needs.

You can use a template for entire emails or use snippets to assemble a complete email.

Email templates can be created in two primary ways:

Within the email composer
In the Template Library

Create a new template in the email composer

While using an existing template you can make your changes and then create a new template without leaving the email composer.

1.) To create a new template, tap on the Compose icon and tap on Send Mail.

2.) Compose your new template in the email composer.

Tip: Do not edit the Greeting ("Hi Dana") or Signature ("Regards, Alex"). These will be automatically added when you use your template.

3.) After you have composed your email template, tap on the template icon towards the bottom of the email composer.

4.) Tap on the "Create" button to save your template.

5.) 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 or search for it.

6.) Search for the template and then select it.

Create a new personal email template in the Library

You can create personal email templates in the Cloze Library. Personal email templates contain light formatting like bullets, bolding, italics, colors, etc. For more richly formatted templates you can create marketing email.

1.) Navigate to the Template Library and tap on the new template (+) icon.

Mobile:

Tap on More in the lower right of your screen on mobile (iOS/Android).
Select Template Library.
Tap on the new template (+) icon.

On your computer:

Please note you may see the Library on the left-hand screen navigation. If not follow the instructions below to access the More menu and then select the Template Library.

Tap on More in the lower left on your computer (cloze.com).
Select Template Library.
Tap on the new template (+) icon.

2.) Select Personal Email (or whichever type of template you are creating).

3.) Create your template.

Name - Enter the name of your template.
Category - Select a Category for the template.
Tags - Optionally use tags to organize your template.
Template content - Enter the content of your template.
Ghostwriter AI - Use the ChatGPT-power Ghostwriter to help you create content (included with the Platinum Plan).

4.) Tap on the Review button to save your template.

When you are done tap on the Review button and select a library to save your template.

Any Cloze user can save a template to their own library (aka My Library)

My Library - is your personal library (only you can see templates in this library).

Only Admins or other team members with the appropriate permission can save to a team library.

If you are the Cloze Admin for your team (or have the appropriate permissions) you'll also have the option to save a template to a Staging Library or your team's shared Library. Members of your team with the appropriate role permission can access and review templates in the staging and team Library.

Your team library (Staging) - staging is only visible to people with permission to see it.
Your team library - visible to everyone on your team.