1.) Open the email composer and tap on the template icon (stacked paper icon).
2.) Select the template you wish to update and make your changes.
- Cut and paste as plain text - If you are cutting and pasting content into Cloze it is recommended that you paste as plain text and then use the various options to format your email. This will ensure that your email is formatted correctly on the widest number of email clients.
- Formatting and images - Cloze offers many formatting options along the bottom of the email composer on cloze.com (web app) and tablet. Please click here for a full list of formatting options.
- Use links instead of attachments - Cloze does not currently support attachments in templates, but instead we recommend using links to documents (with Dropbox, Google Drive, OneDrive etc..). With this approach Cloze will alert you if someone clicks on your link to view the document.
3.) When you have finished making your changes, simply tap on the template icon again.
4.) And then tap on the Update button next to the template that you've just updated.
You can also edit your Next Step Follow-up templates directly in Settings. For each step you can set a reminder time and custom template.
In this example you would be reminded 5 days after your "Introduction Call" step.