How do I edit the marketing email theme?

Note: The Marketing Email feature is included as part of the Cloze Business Platinum Plan.

Start with your Marketing Email Theme template

All your saved Marketing Emails will use the defaults set in the Marketing Email Theme sidebar (or theme popup on mobile).

When you first get started with Marketing Email we recommend refining the Marketing Email theme to match your brand identity. You can adjust heading styles, colors, fonts, button styles, image treatment, and other items. This theme will serve as the basis for all future marketing emails you create. 

NOTE: It is important to note that the theme email is only a preview of your design, not an actual template. 

The theme settings you set here will be used as the basis for the marketing email templates you create. 

Please scroll down for instructions on how to edit your marketing email theme. 

Helpful Tips

  • Web Fonts: If you use Web Fonts (instead of Web Safe Fonts), remember that they only work on about 50% of email apps (iPhone, iPad, Apple Mail, Google Android, Outlook for Mac, and the Outlook online App - collectively about 50% of email opens happen with these apps). Web Fonts do not work in Gmail or desktop Outlook on Windows. Your email will fall back to the nearest equivalent font on email apps that don't support Web Fonts. 
    • What this means for you: Make sure to test your email on email apps that support web fonts and those that don't. 
    • Fun Fact:  Roboto is the one Web Font that also works in Gmail - (so Roboto works on about 75% of email apps).
  • Dark Mode: Emails should be designed assuming a white background - because most email apps try and optimize for that (even in dark mode). Mac Mail (and iOS Mail apps) always display rich emails on a white background. Gmail tries to put the email on a dark background but changes the colors to make them work. 
    • What this means for you: If you use text colors other than black, make sure to test your email on Gmail web running in Dark Mode (if you use black as your only text color you'll be fine).
  • Mobile: On mobile devices, if you use a multi-column layout, you'll see that the right-most column(s) wrap around below the left-hand column(s). 
    • What this means for you: Try not to use content that's so large it will look bad on mobile (e.g. 64px fonts!) Make sure to look at your designs in both desktop and mobile views (you can toggle between them with the buttons on either side of Add Section.
  • Testing: Different email apps can often make the same email look quite different (Outlook!). We try and smooth out those differences under the covers to make sure you don't get caught by these differences. But, there's often no substitute for testing. 
    • What this means for you: For your shared templates and complex designs you may want to consider using a testing tool such as Litmus to see how your emails look on different email clients (you send once to the service, and it renders the email on many apps at once and shows you the results - no hunting around for people with different email apps to test for you).

Edit the Marketing Theme

Personal and Marketing email templates can be sent from the email composer or directly from the Library. 

1.) Navigate to the Template Library. 

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 (cloze.com). 
  2. Select Template Library. 

2.) Tap on the funnel icon and select Marketing Email. 

3.) In the Building Blocks section select the Marketing Email Themes template.

4.) Tap on Edit.

5.) Use the sidebar to make refinements.

  • Theme - Adjust the theme's default layout, styles, and content.
  • Template - Set edit controls for the theme.

Template

Set edit controls for the theme. In general, we recommend you set the marketing email theme template to locked. 

Theme

Tap on Theme to adjust the default theme layout, styles, and content. 

You customize the default:

  • Layout (e.g. background colors)
  • Content Blocks (e.g. button styles, divider styles, text block alignment, image defaults)
  • Styles (e.g. text styles for H1, H2, paragraph text, etc.. includes colors, fonts, size, and more)

Layout

The theme layout settings you set will be used as the basis for the marketing email templates you create. 

Under Layout, tap on Sections to expand it and make adjustments. 

There are three Layout options:

  • Backgrounds
  • Borders
  • Spacing

Here are step-by-step instructions on how to edit the default layout settings for your Marketing Theme.

Content Blocks

The theme Content Block settings you set will be used as the basis for the marketing email templates you create. 

Under Content, you will see several sections that you can tap on to expand and make adjustments. You will see:

  • Text Blocks
  • 2-Column Text Blocks
  • Images
  • Buttons
  • Social Buttons
  • Dividers
  • Spacers

Here are step-by-step instructions on how to edit the default content blocks for your Marketing Theme.

Styles

The theme Style settings you set will be used as the basis for the marketing email templates you create. 

Under Styles, you will see several sections that you can tap on to expand and make adjustments. You will see:

  • Heading 1
  • Heading 2
  • Heading 3
  • Heading 4
  • Small Heading
  • Paragraph
  • Paragraph 2
  • Paragraph 3
  • Paragraph 4
  • Paragraph 5
  • Paragraph 6
  • Fine Print
  • Links
  • Colors

Here are step-by-step instructions on how to edit the style settings for your Marketing Theme.

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