How do I send a Mail Merge email to my customers or clients?
With Cloze, you can send a personalized email to your customers or any Stage, Segment or tag you choose. In the example below you will see how to send a Mail Merge email to a specific group of contacts.
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.
1.) Navigate to the People section:
- Tap on the funnel icon.
- Filter your contacts. In this example we are using the quick filters to filter our Warm Buyers.
- Tap the checkmark to save your filters
2.) Select your contacts:
- Select all contacts by tapping on the checkmark at the top, next to the search bar.
- Select contacts one by one by tapping on the checkmark next to their name.
3.) Tap on the large checkmark at the bottom of the list and then tap on "Mail Merge To".
Please note that many email providers limit the number of emails you can send per day. These limits are in place so that your emails are not marked as spam.
4.) The email composer will then show all of the people you have selected in the "To:" line. Tap on the dropdown menu next to Send to Preview your mail merge. You can also tap on Send to send without previewing.
Tip: The greeting ("Hi Matt") 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.
No one is BCC'd. Each person will receive their own, unique email. They will not see the other recipients.
Send Options:
- Personalize each message before it is sent
- Add the Spouse and other related people to reach Mail Merge email
- Schedule a Mail Merge email to be sent in the future
- Preview your mail merge (recommended)
When previewing your mail merge:
- Preview what your email will look like on desktop or mobile.
- Send a test email
- Cancel to make changes
