A Quick Guide To CLOSEM

Start Here!

32 articles in this collection
Written by Richard Miles and Laura Betterly

Getting Started

CLOSEM VIDEO OVERVIEW

Quick walk-through of all the major functions

Written by Richard Miles
Updated over a week ago

Setting up your Twilio account

Written by Richard Miles
Updated over a week ago

Update your COMPANY settings

Written by Richard Miles
Updated over a week ago

QUICK START GUIDE

Getting started, messaging contacts, running sequences

Written by Richard Miles
Updated over a week ago

Getting your list ready to import

importing lists, csv, database, contacts

Written by Richard Miles
Updated over a week ago

Customizing your contact list

Create additional data fields and import your list

Written by Richard Miles
Updated over a week ago

Managing Conversations

Written by Laura Betterly
Updated over a week ago

Adding Users To Your Account

Written by Laura Betterly
Updated over a week ago

Managing Your Contacts

Written by Laura Betterly
Updated over a week ago

Using Message Templates

Written by Laura Betterly
Updated over a week ago

Working with Personalization Merge Tags

Written by Richard Miles
Updated over a week ago

Adding images to your email messages

Written by Richard Miles
Updated over a week ago

Adding Tags

Written by Laura Betterly
Updated over a week ago

Managing Appointments

Written by Laura Betterly
Updated over a week ago

New Features

Integrated Webforms

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

Written by Richard Miles
Updated over a week ago

Validations

Written by Richard Miles
Updated over a week ago

Enhanced Appointment Features

Written by Richard Miles
Updated over a week ago

Adding an HTML signature to your CLOSEM emails

Dynamic HTML signatures

Written by Richard Miles
Updated over a week ago

Create and schedule group meetings and reminders

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

Written by Richard Miles
Updated over a week ago

Forwarding your Twilio number to another number

Forward any calls to your Twilio number to another number

Written by Richard Miles
Updated over a week ago

Working with Postal Mail

US Business Letters - formatting

Written by Richard Miles
Updated over a week ago

Postcard sizes

postcard size parameters and helpful tips

Written by Richard Miles
Updated over a week ago

Using Postal Mail Feature

Using CLOSEM's powerful postal mail feature

Written by Richard Miles
Updated over a week ago

Working with Campaigns (Sequences)

Campaign Sequences

Written by Laura Betterly
Updated over a week ago

Set exact time for Campaign Messages

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

Written by Richard Miles
Updated over a week ago

Integrations / API / Zapier

API Documentation

Written by Richard Miles
Updated over a week ago

Using the CLOSEM API

Written by Laura Betterly
Updated over a week ago

Using Zapier to run a Sequence on an Existing Contact

Eliminate error message of "contact already in database"

Written by Richard Miles
Updated over a week ago

Running a sequence from a Facebook Lead Ad using Zapier

Written by Richard Miles
Updated over a week ago

Working with Groove

Connecting CLOSEM to Groove

Groove users can use CLOSEM

Written by Richard Miles
Updated over a week ago

Sending Postal Mail to your Groove contacts

Written by Richard Miles
Updated over a week ago

Getting Postal Credits

Written by Richard Miles
Updated over a week ago