How do I send an email or Mail Merge from a template?
Personal and Marketing email templates can be sent from the email composer or directly from the Library.
Navigate to the Template Library.
Mobile:
- Tap on More in the lower right of your screen on mobile (iOS/Android).
- Select Template Library.
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.
- Tap on More in the lower left on your computer (cloze.com).
- Select Template Library.
Select the template you wish to send.
Tap on the envelope icon and then select one of two options:
- Specific People - select this option to pick specific recipients
- An Audience -select one of your audiences to send a Mail Merge
- Customize your email as needed and then:
- Tap on the small triangle next to Send.
- Tap on Preview to preview your email before sending it.
- Tap on Send to just send the mail merge without previewing it.
Previewing Your Email
- Tap Cancel to return and edit your email.
- Tap Send Test to send a test email
A wizard will open, letting you choose who should receive the test email.
- The To Recipients is set to the user themselves (by default)
- Enabled to send as a Mail Merge
- The References "re" fields are copied across from the email you're composing
- Tap on Send to send the test email
