How do I send a Mail Merge on behalf of another Cloze user?
Using the Cloze delegation feature another Cloze user can enable access to their account so that you can perform work on their behalf. Once you have been added as a delegate, you can easily toggle between their Cloze account and yours.
A common reason you may be added as a delegate is to send emails on their behalf or export contacts to send postal mail.
As a delegate, you may be granted access to view and change data in their Cloze account, just as you do in your own Cloze account. The person delegating access to you can fine-tune what communications you can read to protect their privacy (i.e. hiding all communications and notes) while you are performing activities like sending emails on their behalf to audiences they specify.
How to have another user appoint you as a delegate
Cloze plan requirements
In order to appoint a delegate:
- The person delegating access must have a Cloze Platinum account
- The person being delegated (you) must have an active Cloze account, but it can be any plan level (but if you are designing and sending marketing emails on their behalf you will need a Cloze Platinum account)
Delegating access to you
Here are step-by-step instructions on how another Cloze user can delegate you to access their Cloze account.
For you to have access to send on behalf of someone else, they will need to enable one of two options:
- Limited Access: "Send on your behalf" - This allows you to send emails to specific audiences from their account, or
- Full Access: "Access and change your account" - This allows you to view, change, and send to their contacts
Switching to their account once delegated
Once delegated you can follow these instructions to switch between accounts.
Sending a Mail Merge on behalf of another Cloze user
- Switch into their account - After you have been delegated access to their account, you can switch into it and then send a Mail Merge.
- Navigate to the Delegation section - In the Cloze Delegation section, you can select the users and send the Mail Merge to the specified audience.
- Navigate to the Library section - In the Cloze Library section, you can send an email template on behalf of any user that has delegated this access to you. This option is helpful if you wish to edit or review the email template before sending the email.
Please see the instructions for all three options below.
Switch into their account and send the Mail Merge directly from their account
After you have been delegated access to their account, you can switch into it and then send a Mail Merge.
Here are step-by-step instructions on how to send a Mail Merge email.
Navigate to the Delegation section and send the Mail Merge on behalf of one or more people at once
In the Cloze Delegation section, you can select the users and send the Mail Merge to the specified audience.
Note: You can review the Mail Merge Analytics in your own Cloze account for any Mail Merge you send on behalf of another Cloze user.
1.) Tap on More and then select Delegation in the menu.
2.) Select specific users and perform work on their behalf.
Once in the Delegation section of Cloze, you can select specific users and perform work on their behalf. There are two primary actions you can take:
- Send an email on their behalf
- Export contacts on their behalf
3.) Select your template and audience and then tap on the Send button. You can choose to send immediately or schedule the send by selecting a date and time.
Navigate to the Library section and send the Mail Merge on behalf of one or more people at once
In the Cloze Library section, you can send an email template on behalf of any user that has delegated this access to you.
Note: You can review the Mail Merge Analytics in your own Cloze account for any Mail Merge you send on behalf of another Cloze user.
1.) Tap on More and then select Template Library in the menu.
2.) Navigate to the template you wish to send.
3.) Tap on the envelope icon and then select Send for Other Users.
4.) Select your template and audience and then tap on the Send button. You can choose to send immediately or schedule the send by selecting a date and time.