How do I create a marketing email template?

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

Use Cloze marketing email to share updates with your clients, promote events, send newsletters, and more. Each email created in the marketing email editor uses a responsive design that works on both mobile and desktop. 

Getting Started

Before you create a new marketing email template we recommend you set up the:

1. Marketing Email Theme
2. Brand Header
3. Brand Footer
4. Legal Terms Footer

If you are part of a team, these items will be configured by your team leader or an administrator. 

The brand header, brand footer, and legal terms footer are examples of embeddable Building Blocks—templates that you can embed in other templates.  When you create a new marketing email you can use these building blocks to build your email. 

You can create additional Building Blocks to make assembling future email templates easy. Anytime you find yourself creating a section that will be useful in another email in the future we recommend creating a separate embeddable template to use as a building block. 

Sections and content blocks can be rearranged with our drag-and-drop editor. 

Create a new marketing email template in the Library

You can create marketing email templates in the Cloze 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 New Template icon and select Marketing Email

1. Tap on the + icon.
2. Select Marketing Email.

3.) Select any of the existing templates as a starting point. Cloze includes some templates like "Newsletter - Brand" or "Simple - Personal" to get you started.

When you start with an existing template Cloze includes the building blocks from the previously created template to make it easy for you to get started with your new template. For example, the "Newsletter - Brand" template includes the:

1. Brand Header
2. Personal Footer
3. Brand Footer
4. Legal Terms Footer

Select the "Blank Marketing Mail" template if you want to start from scratch. 

1. Blank Marketing Mail
2. Create custom, starter templates (set the template Indended Use to New Template).
3. Newsletter - Brand, Newsletter - Personal, Simple - Brand, Simple - Personal

4.) Set the name and category of your template.

1. Name of your template.
2. Set the category.
3. Add tags.
4. Set the subject the recipient(s) will see.

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

1. Tap on the Category dropdown menu.
2. Scroll to the bottom and select New Category.

5.) Design the template.

You can add as many sections as needed to complete your design. Once you add a section you can then add content to it.

Add a new section

Tap on the plus icon in the section divider to add a new section. Scroll down to view other layouts, sections, and blocks.

Add content to a section

Within a section, you can easily add content to the existing layout. For example, if you have a full-width section tap on the + icon to add content. If you need a new layout, you can add another section.

6.) Save your template.