★ How do I set Custom Fields to appear in a Mail Merge RE email? | Cloze, Inc.

★ How do I set Custom Fields to appear in a Mail Merge RE email?

Platinum Feature: The Matching Engine feature is available with the Cloze Business Platinum Plan. 

Custom Fields can be set to appear in Mail Merge emails that you send regarding a Deal (Property, Job, Project, Sale etc..).

When matches are available you can easily send them to the person in a formatted email that includes off the details you set. 

If a picture is included in the Deal (Property, Job, Project, Sale etc..) it will also be included in the email body.  Here are instructions on how to add a picture.

Here are step-by-step instructions on how to set Custom Field to appear in a Mail Merge 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 Settings

 

3.) Scroll down to the Customizations section and tap on Custom Fields to expand the section. 

 

4.) Tap on the gear icon next to the Deals (Properties, Listings, Jobs, Projects, Campaigns, Sales etc..).


5.) Tap on the gear icon next to the field you wish to have appear in your Mail Merge emails. 


6.) Tap on the Mail Merge dropdown to include this Custom Field in your Mail Merge emails.