How do I send a MoxiPresent presentation with Cloze?

The MoxiWorks integration is configured centrally for all members of your team. Please have a member of your brokerage technology leadership team contact support@cloze.com to learn more. 

With this integration, MoxiPresent presentations like annual property reviews, listing presentations, buyer tours, and CMAs sync automatically to Cloze. You can then send them via custom-designed Cloze emails using your real email (e.g., Google, Microsoft 365), for a personalized touch.

How it works

• Create your presentation in MoxiPresent
• Select a Cloze template and your MoxiPresent presentation
• Send the email via Cloze to one or more people 

Cloze will automatically track engagement with open and link-click notifications in the Cloze timeline.

You can send a MoxiPresent presentation from:

1. The Cloze Library
2. The Cloze email composer

Please see below for instructions on how to send a MoxiPresent presentation using both methods. 

Send from the Cloze Library

1. ) Create your presentation in MoxiPresent.

2.) In the Cloze Library select a MoxiPresent template and tap on the email icon. 

1. Navigate to the Cloze Library.
2. Search for the template or scroll down the category and select the template you would like to use. 
3. Tap on the email icon in the upper right.
4. Select Specific People in the menu.

3.) Select your MoxiPresent presentation.

1. Tap on the dropdown menu.
2. Select your presentation from the list.

3. Select the type (online or pdf).
4. Tap on the Done button.

4.) Send the email via Cloze to one or more people. 

1. Add the recipient to the TO line. 
2. Add a personal note.
3. Send the email.

Send from the Cloze email composer

1. ) Create your presentation in MoxiPresent.

2.) Open the Cloze email composer and tap on the template icon.

1. Navigate to the person you wish to send your MoxiPresent presentation and open the email composer (or tap on Compose > Send Mail from anywhere in Cloze and add the person to the TO line). 
2. Tap on the template icon in the lower right.

or

3.) Select a Cloze template and your MoxiPresent presentation.

1. Search for the name of the MoxiPresent template (in this example, Luxury Seller CMA).
2. Select Marketing Emails.
3. Select the template you wish to use (in this example, Luxury Seller CMA is selected).

4. Tap on the dropdown menu.
5. Select your presentation from the list.

6. Select the type (online or pdf).
7. Tap on the Done button..

4.) Send the email via Cloze to one or more people. 

1. Add a personal note.
2. Send the email.