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A Quick Guide To CLOSEM
A Quick Guide To CLOSEM

Start Here!

Laura Betterly avatarRichard Miles avatar
By Laura and 1 other2 authors34 articles

Getting Started


CLOSEM VIDEO OVERVIEW
Setting up your Twilio account
Update your COMPANY settings
QUICK START GUIDE
Getting your list ready to import
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

New Features


Accessing LINKEM for CLOSEM users
Integrated Webforms
Validations
Enhanced Appointment Features
Adding an HTML signature to your CLOSEM emails
Create and schedule group meetings and reminders
Forwarding your Twilio number to another number

Working with Postal Mail


US Business Letters - formatting
Postcard sizes
Using Postal Mail Feature

Working with Campaigns (Sequences)


Campaign Sequences
Set exact time for Campaign Messages

Integrations / API / Zapier


Connecting external data sources to CLOSEM with Zapier
API Documentation
Using the CLOSEM API
Connecting apps with Zapier
Using Zapier to run a Sequence on an Existing Contact

Working with Groove


Connecting CLOSEM to Groove
Sending Postal Mail to your Groove contacts
Getting Postal Credits
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