How do I use custom fields in email content?

With Cloze, you can insert custom fields into emails and templates using merge fields.

  • Merge fields automatically pull in information from a contact’s profile, making your emails more personal and relevant.
  • In other apps these may be called variables, placeholders, or custom fields—but they all work the same way: existing contact details are merged into your email at send time.

1.) When composing your email:

a. Tap on the location where you wish to insert your custom field value using a merge field. 

b. Tap on the + icon towards the bottom-right.

c. Tap on a Custom Field to select it.

The custom field will appear after you select it. You can add more custom fields as you continue to compose your email.

Optional: You can preview your email before sending by tapping on the dropdown menu next to Send and tapping on Preview.

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