Can I send a Mail Merge personalized email to multiple people at once?

Yes! With Cloze, you can send a personalized email to multiple contacts at once.

This feature is designed to help you send a personalized note to multiple people at once, not replace an email marketing tool like ActivePipe or Mailchimp (Tip: You can connect Mailchimp to Cloze too). Each person will receive their own email delivered by your email service just like if you sent a single message. You will see the sent messages in your sent folder outside of Cloze too. 

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

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

FROM THE PEOPLE SECTION

1.) Go to the People section and select the contacts you wish to email by tapping on the check mark next to each of their names. 

TIP: You can email as many as 500 contacts at a time. To select many contacts at once, scroll to the end of your filtered/search results and tap on the numbered check mark in the menu along the bottom of the screen. 

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 do not currently support scheduled mail merge emails. 

2.) Tap on the Mail con at the bottom of the screen and then select Mail Merge To from the menu.

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.

Each person will receive their own, unique email. They will not see the other recipients. 

 

Tap on Review and Send Now to send your email. 

 

FROM THE EMAIL COMPOSER

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

2.) In the "To:" line add the people you wish to email with Mail Merge. Then tap on the megaphone icon and type your email. Tap on the Send button when you are ready. 

Optionally you can also use a template by tapping on the stacked paper icon and selecting a template. 

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