★ How do I create mail-merge emails to send to matching clients? | Cloze, Inc.

★ How do I create mail-merge emails to send to matching clients?

When matches are available on a Property, Listing, Job, Car, Yacht, Campaign, etc. you can send a Mail Merge email to each matching person. 

Tips

Mail Merge to Buyers from Property

 

1.) Tap on the envelope icon and then select "Mail Merge [Listing] Matches". Note that "Listing" will be called the section label you have set (i.e. Properties, Listings, Jobs, Cars, Yachts, Campaigns).

2.) Add the email subject and a personalized note to your email.

3.) Tap on the Send button to send your email to all recipients. 

Note: Each person will receive their own, unique copy of the email and will not see the other people on the TO line.