How do I organize templates in the Library?

Whether you are creating a simple template for yourself or designing beautiful marketing emails for your team, the Cloze Library gives you one place to go for all of your content organized in one place.

Centralize all of your templates in one place

If you are the Administrator of a team or assigned the proper Cloze Role and are using the Cloze Silver, Gold, or Platinum Plan you can share templates with your team.

You can use the Library to share your best content and templates with your entire team to ensure consistent communication and avoid team members needing to create their own content from scratch.

Organize by type
Organize by category

Your templates are organized automatically by type:

New and Noteworthy
- Featured - templates you tag as #featured
- Recent Content - newly updated templates
Content - all of your templates, organized by the categories you create
Campaigns - all campaigns
Built-in - default templates included with Cloze
Building Blocks - templates that you can embed in other templates.
Ghostwriter Prompts - Prompts created with the Ghostwriter feature (used for campaigns, emails, newsletters)
Assist and Custom Fields - templates tied to assists and custom fields
Next Steps - templates tied to steps
Tags - templates organized with tags

You can use both categories and tags to further organize:

Organize by categories and
Organize by tags

When editing or creating a template you can set or create a custom category and add tags.

Organize your templates with Categories

Tap on the menu to set an existing category OR
Scroll to the bottom of the menu to create a new category

Templates organized in a single category are grouped together. The number to the right of the category name reflects the total number of templates in the category.

Organize across categories with Tag

While Categories are like a folder that contains a group of templates, Tags can span many different Categories. You can apply as many Tags as you would like to organize your templates.

Start typing to search for an existing tag or create a new tag.

Templates are grouped by tag name at the bottom of the Library. Scroll to the bottom of the Library to see templates grouped by tag name. Expand a tag name to see all templates that have that tag.

You can easily find templates based on a tag by simply entering the # hashtag symbol followed by the tag name.

Featuring a template

To bring attention to a template you can feature it at the top of your Library. Simply add the #featured tag, to also display the template in the Featured Category.

Recent Content

The ten most recently edited templates will appear in the Recent Content Category.

Bulk adding tags

You can select many templates at once to recategorize templates or add tags or remove tags.

Tap on the checkmarks next to the templates you wish to recategorize or add tags.
Tap on the Bulk Actions menu.
Choose one of these options:
1. Recategorize
2. Add a tag or remove a tag

Team Libraries

At the highest level, all of your templates are organized into Libraries.

Published templates can be placed in three different types of Libraries:

My Library - is your personal library (only you can see templates in this library).
Your team library (Staging) - staging is only visible to people with permission to see it.
Your team library - visible to everyone on your team.

Here are step-by-step instructions on how to share templates with your team.