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 several types of templates: 

Text message 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 apps like iMessage, Google Messages, or WhatsApp. You can then personalize your text and send it.  Please note: Texts sent from Cloze are text only; images will not be sent.

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. 

New Design

1.) Navigate to the Template Library and tap on the new template (+) icon. 

  1. Tap on More in the lower right of your screen on mobile (iOS/Android).
  2. Select Template Library
  3. Tap on the new template (+) icon. 

On your computer: 

Please note you may see the Library on the left-hand screen navigation. If not follow the instructions below to access the More menu and then select the Template Library.

  1. Tap on More in the lower left on your computer ( 
  2. Select Template Library
  3. Tap on the new template (+) icon. 

2.) Select Text Message.

3.) Create your template.  

  1. Name - Enter the name of your template. 
  2. Category - Select a Category for the template.
  3. Tags - Optionally use tags to organize your template. 
  4. Template content - Enter the content of your template. 
  5. Ghostwriter AI - Use the ChatGPT-power Ghostwriter to help you create content (included with the Platinum Plan). 

4.) Tap on the Review button to save your template. 

When you are done tap on the Review button and select a library to save your template. 

Any Cloze user can save a template to their own library (aka My Library)

  1. My Library - is your personal library (only you can see templates in this library). 

Only Admins or other team members with the appropriate permission can save to a team library.

If you are the Cloze Admin for your team (or have the appropriate permissions) you'll also have the option to save a template to a Staging Library or your team's shared Library. Members of your team with the appropriate role permission can access and review templates in the staging and team Library. 

  1. Your team library (Staging) - staging is only visible to people with permission to see it.
  2. Your team library - visible to everyone on your team.

Use your template from the Agenda or directly from the contact's profile.

When viewing a contact's profile, tap on the text message bubble and then select Text with a template.

Tap on the template you want to use. Your messenger will open. You can edit the message before sending it. 

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