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. 

1.) Navigate to the Template Library

Mobile: 
  1. Tap on More in the lower right of your screen on mobile (iOS/Android).
  2. 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.

  1. Tap on More in the lower left on your computer (cloze.com). 
  2. Select Template Library

2.) Select the template you wish to send.

3.) Tap on the envelope icon and then select one of two options:

  1. Specific People- select this option to pick specific recipients
  2. An Audience - select one of your audiences to send a Mail Merge

  1. Customize your email, as needed, and then preview it (recommended/optional).
  2. After previewing, tap on Send to send your mail merge.


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