Library Overview

Templates save time and bring consistency to your work. You'll never have to type up the same message over and over again or hunt through your sent folder for a message you sent to another client. With Cloze you can save any email as a new template and create other types of templates too like text templates, call scripts, and snippets.

Whether you are creating a simple template for yourself or designing beautiful marketing emails for your team, the Cloze Library gives you one place to go for all of your content.

Stop writing the same message over and over

Any time you find yourself typing the same message over and over, you should create a template. All templates are stored in the Cloze Library. Cloze includes several different built-in templates to get you started, but you can customize them to your personal needs.

You can use a template for entire emails or use snippets to assemble a complete email.

Use a snippet for a paragraph, a series of bullets, a sentence, a signature, or anything you would like. Snippets are small pieces of text or an image or both you can use to create emails quickly. They differ from templates because they can be inserted while composing a new email, within an existing email template, or added to a Next Step.

Cloze Library: Centralize all of your templates in one place

If you are the Administrator of a team or assigned the proper Cloze Role and are using the Cloze Silver, Gold, or Platinum Plan you can share templates with your team.

You can use the Library to share your best content and templates with your entire team to ensure consistent communication and avoid team members needing to create their own content from scratch.

Your templates are organized automatically by type:

And you can use both categories and tags to further organize:

Team Libraries

Team Library templates are read-only by default for the rest of your team. Team members can copy team templates and then personalize them to their own needs. As an Administrator or team member with the appropriate Cloze role, you can share or edit team library templates.

Here are step-by-step instructions on how to share templates with your team.

Templates for Marketing Email, Texts, and Calls too!

The Cloze Library provides a centralized location to manage all types of templates in one place. You can create several types of templates:

Create Beautiful Marketing Email

With the new Cloze Marketing Email feature, you can create beautiful, image-rich designs and pixel-perfect layouts that work in every email client. You can use Cloze Marketing Email to share updates with your clients, promote events, send newsletters, and more. Designs created in the Marketing Email editor use a responsive design that works on both mobile and desktop.

All the features you need to design and publish marketing emails:

Create reusable templates with centralized control over themes and styles
Reuse Building Blocks to make assembling designs easy
Send through your real email account
Create customized newsletters in seconds without having to be a content expert or designer
Marketing teams can create a basic monthly newsletter, and team members can easily customize it with their own content – even per-client content.
Design and send marketing emails on any device – phone, tablet, desktop

Automate with Campaigns

Cloze Campaigns are a way to automate follow-up and other processes. You can think of each client as on their own unique journey — an "audience of one". Different template content can be sent at different times to each person or a Campaign can automate specific actions against each unique person.

What separates Campaigns from other drip tools you may have used in the past is that Cloze is aware of all your real activity — your calls, texts, emails, and meetings — so it can smartly pause if you start another conversation or if a meeting is booked in the future.

Campaigns also use your real email and phone number so these automated communications are indistinguishable from real interactions. Automatic emails can even be a response to a previous email.

A Cloze Campaign consists of a series of steps that happen one after another. Campaign Steps can...

Perform an automated action(send an email, send a text, etc.)
Wait for something to happen(delay, wait for a response, etc.)
Make a decision (e.g. based on lead source)
Update a contact (e.g. change stage)

Templates can be tied to Next Steps

Your Library lets you create personalized messages for every stage of your customer journey. Templates can be tied to a Next Step so you have the right type of communication when you need it.

Next Steps can have Email, Text, or Call templates tied to them.

With Next Steps, you and your team can work through prospects efficiently, ensuring leads don't slip through the cracks.

Ensure every lead, prospect, and client has a follow-up plan

Cloze Administrators and Managers use Next Steps to create a series of outreach activities to help their team effectively work through their leads in a consistent manner.

Tip: Cloze includes everything you need to run an effective Lead Management program. Click here to learn more.

Think of Next Steps as a repeatable checklist that you can write once and reuse. Next Steps are an extension of the higher level Stages—they should mirror your workflow and all of the things you need to get done to move to the next Stage. As contacts are classified with a Stage and Segment the appropriate Next Steps guide the process.

Tip: Setup Automatic Lead Capture to ensure every lead gets an automatic follow-up plan.

Next Steps include activities like making calls, sending emails, booking meetings, and sending text messages.

Each of these activities can have its own unique template to ensure consistency.