What types of templates can I create?

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

You can use Next Steps to create a repeatable sequence of activities that include templates.

To create a new template, navigate to the Template Library and then tap on the new template icon.

1.) Tap on More (...) in the lower right of your screen on mobile (iOS/Android) and lower left on cloze.com.

2.) Tap on Template Library.

3.) Tap on the new template icon.

4.) Select the template type you wish to create.

Personal Email Templates

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 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.

Any time you find yourself typing the same message over and over, you should create a template.

Personal email templates can be created in two ways:

Marketing Email Templates

With the Cloze Marketing Email feature, you can create beautiful, image-rich designs and pixel-perfect layouts that work for every email client.

Create reusable templates with central control over themes and styles.
Reusable Building Blocks to make assembling easy
Sends 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 use marketing emails on any device – phone, tablet, desktop.

Marketing email templates are created in the Cloze

Text Message Templates

Tap on the Edit and Send button to open the template in your default messaging app. Cloze supports sending the text template to iMessage, Google Messages, SMS, or WhatsApp and through automated text campaigns.

Text templates are created in the Cloze Library.

Call Scripts

With Call Scripts, you stay on message for every call. When you start the call, the script is available on-screen along with a section to add notes.

Call scripts are created in the Cloze Library.

Snippets

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.

If you find yourself typing the same portion of a message regularly, you should create a snippet.

Snippets are created in the Cloze Library.

Campaigns

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

If you are part of a team, Campaigns can be created by your team leader or an administrator and then published when ready. Individual team members can also create their own Campaigns and save them in their Library.

Campaigns are created in the Cloze Library.

Next Steps: Using Email Templates, Call Scripts, and Text Templates together in a sequence

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

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.

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.