How do I email all of my customers that are part of Properties (Projects or Deals)?
With Cloze, you can send a personalized email to your customers in any Property, Project, or Deal you choose. In the example below you will see how to send a Mail Merge email to your clients that are involved in Properties.
1.) Go to the Properties (Projects or Deals) section of Cloze and tap on the checkmark next to each Property (Project or Deal).
2.) The email composer will then show all of the people from your Properties (Projects or Deals) 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 the 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.
Tap on Review and Send Now to send your email.
- 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
