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:
- 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.
2.) Select the template you wish to send.
3.) 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 preview it (recommended/optional).
- After previewing, tap on Send to send your mail merge.