How do I set a template to archive automatically on a specific date?

If you have content that is no longer needed after a specific date — like an invitation to an event or seasonal templates — you can set them to automatically archive on a specific date.


New Template

When creating a new template simply tap on the calendar auto-archive icon and set the date you wish the template to auto-archive. In this example, the email template is for an event on October 17, 2025 so the auto-archive date is set to October 18, 2025 to ensure it is no longer used after the event.

  1. Tap on the calendar auto-archive icon.
  2. set the date you wish the template to auto-archive.
  3. Tap on the OK button.

Existing Template

1.) Navigate to the Template Library.

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 and tap on Edit.

  1. Search for the marketing template by name or the content of the template.
  2. Tap on the marketing template.
  3. Tap on Edit or the pencil icon in the upper right.

3.) Set the auto-archive date.

  1. Tap on the calendar auto-archive icon.
  2. set the date you wish the template to auto-archive.
  3. Tap on the OK button.

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