How do I create a text template?

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

  1. Email templates
  2. Text templates
  3. Call scripts
  4. Snippets

Text templates allow you to quickly reach out via text without the need to type the message from scratch. 

Simply swipe or tap on the text template and Cloze will send the template over to your texting app like iMessage, Google Messages, or WhatsApp. You can then personalize your text and send it. 

Tip: Use Next Steps and templates to ensure every lead, prospect, and client has a follow-up plan. Next Steps can have email, text, and call script templates to help you and your team speed through follow-up. 

Create a text template from the Template Library

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 to create a new template. 

4.) Select Text Message from the menu.

5.) Create your template and then save it. 

When setting a category you can select from existing categories you have previously created or create a new category. 

6.) Save your template. 

Admins and other team members with the appropriate role permission may save templates to the team library. 
Templates can be saved as a draft in your personal library (My Library) or in your team library (admin only). Or saved and published immediately to either your personal or team library.

Use your template

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