How do I personalize each Mail Merge message before sending?

Note: Advanced Mail Merge features (see Smart Templates) are only available in the Platinum plan.

Cloze is designed to let you communicate at scale with your real email while maintaining the one-to-one, personal touch of each relationship.

With Cloze's Mail Merge feature, you can email multiple people at once but in a personalized manner. Each recipient receives their own copy of the email with their own unique greeting.

Cloze Smart Templates lets you take this personalization a step further and customize each message uniquely for each recipient. Start by composing the base message you want to send to everyone, and then optionally you can personalize it for each contact.

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.

1. Select the bulk action menu
2. 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.) Select Customize. 

Note: You can only schedule mail merges up to one month in the future. 

1. Tap on the Send Options menu next to the Send button. 
2. Select Customize.

3. Select a person from the menu. 

4. Customize the email for the selected recipient. 
5. Use the arrows to go back or advance to another recipient. 

5.) Tap on the Send button to send your Mail Merge email. 

1. Tap on the Send Options menu again to send your message. 
2. Tap on the Send button.