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.
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.
1.) Go to the People section and select the contacts 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
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.
2.) Tap on the checkmark to select the Bulk Action menu and then select Mail Merge To from the menu.
- Select the bulk action menu
- Select Mail Merge to
3.) 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.
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.
4.) Optionally, tap on the Send Options menu and select one of the options.
- Send Options - Tap on the Send Options menu.
- Send from - Change the email account you are using to send the mail merge from
- Schedule - Schedule the mail merge to be sent in the future.
- Preview - Preview the email for a typical recipient.
- Add Recipients - Add other related people like a spouse.
- 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.) Tap on the Mail Merge icon (the megaphone icon on the right side of the email composer).
- Regular email
- Mail Merge enabled (megaphone filled in)
3.) Compose your email.
Optionally you can also use a template by tapping on the stacked paper icon and selecting a template.
Tip: Have writers-bloc? With Cloze’s ChatGPT-powered Ghostwriter, you can quickly create an email on any topic. Simply enter a short summary and let Ghostwriter do the work.
4.) Add people to the TO line.
Simply type in the TO line to search and add people as needed.
5.) Optionally, tap on the Send Options menu and select one of the options.
- Send Options - Tap on the Send Options menu.
- Send from - Change the email account you are using to send the mail merge from
- Schedule - Schedule the mail merge to be sent in the future.
- Preview - Preview the email for a typical recipient.
- Add Recipients - Add other related people like a spouse.
- Customize - Customize each message for key recipients.
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.