How do I create a personal email template?
You can create personal email templates in the Cloze Library. Personal email templates contain light formatting like bullets, bolding, italics, colors, etc. For more richly formatted templates you can create marketing email.
1.) Tap on More (...) in the lower right of your screen on mobile (iOS/Android) and lower left on cloze.com.
2.) Tap on Template Library.
3.) Tap on the new template icon to create a new template.
4.) Select Personal Email from the menu.
5.) Create your template and then save it.
When setting a category you can select from existing categories you have previously created or create a new category.
6.) Save your template.
Only Admins or other team members with the appropriate permission
If you are the Cloze Admin for your team (or have the appropriate permissions) you'll also have the option to save a template to a Staging Library or your team's shared library. Members of your team with the appropriate role permission can access and review templates in the staging and team Library.
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
