CLOSEM APPS

Laura Betterly

Robert Moore

A Quick Guide To CLOSEM

Quick walk-through of all the major functions

CLOSEM VIDEO OVERVIEW

Setting up your Twilio account

Update your COMPANY settings

Getting started, messaging contacts, running sequences

QUICK START GUIDE

Getting your list ready to import

Create additional data fields and import your list

Customizing your contact list

Managing Conversations

Adding Users To Your Account

Managing Your Contacts

Using Message Templates

Working with Personalization Merge Tags

Adding images to your email messages

Adding Tags

Managing Appointments

Getting Started

Accessing LINKEM for CLOSEM users

Looking to create an integrated web form that will flow directly into CLOSEM?

Integrated Webforms

Validations

Enhanced Appointment Features

Adding an HTML signature to your CLOSEM emails

Set meetings and appointments and send reminders to entire groups of contacts at once.

Create and schedule group meetings and reminders

Forward any calls to your Twilio number to another number

Forwarding your Twilio number to another number

New Features

US Business Letters - formatting

postcard size parameters and helpful tips

Postcard sizes

Using CLOSEM's powerful postal mail feature

Using Postal Mail Feature

Working with Postal Mail

Campaign Sequences

Now you can set the time your campaign message will go out, as well as set the intervals between.

Set exact time for Campaign Messages

Working with Campaigns (Sequences)

Connecting external data sources to CLOSEM with Zapier

API Documentation

Using the CLOSEM API

Connecting apps with Zapier

Eliminate error message of "contact already in database"

Using Zapier to run a Sequence on an Existing Contact

Integrations / API / Zapier

Connecting CLOSEM to Groove

Sending Postal Mail to your Groove contacts

Getting Postal Credits

Working with Groove

Find answers and get help from Intercom Support and Community Experts

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