Creating & Editing Email Templates - Frequently asked questions
Frequently asked questions
How do I create a personal email template in Zendesk Sell?
Creating a personal email template in Zendesk Sell is straightforward and allows you to tailor emails for leads and contacts. To set up a personal email template, navigate to the Sell sidebar, click on Settings, and then go to Customize > Email…
Can I create shared email templates in Zendesk Sell?
Yes, you can create shared email templates in Zendesk Sell, but you need admin rights to do so. To set up a shared email template, go to the Sell sidebar, click Settings, and then Customize > Email templates. Click the Templates tab and then 'Add…
How can I edit a personal email template in Zendesk Sell?
Editing a personal email template in Zendesk Sell is simple and allows you to keep your communications up-to-date. To edit a personal email template, go to the Sell sidebar, click Settings, and then Customize > Email Templates. Click the…
What are the best practices for naming email templates in Zendesk Sell?
Using meaningful names for your email templates in Zendesk Sell can greatly enhance efficiency. Incorporate elements such as language, channel, step number, and additional information in your naming convention. For example, a template name like…
Can I use HTML to customize email templates in Zendesk Sell?
No, you cannot use HTML to customize email templates in Zendesk Sell. The platform does not support HTML customization for email templates. Instead, you can use merge tags to personalize your emails. These tags allow you to insert dynamic…
How do I use merge tags in Zendesk Sell email templates?
Merge tags in Zendesk Sell email templates allow you to personalize your emails by inserting dynamic content. To use merge tags, type {{ in the subject or email text, or click the {{ icon in the template editor. This will display a list of…
Can mobile users create and use shared email templates in Zendesk Sell?
Currently, mobile users in Zendesk Sell can only create and use personal email templates, not shared ones. Shared email templates require admin rights to set up and manage, which is not supported on mobile devices. Mobile users can still create…
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“We needed an AI agent integrated within our current tools. My AskAI was the only solution that wasn't going to disrupt our operations.”
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“At the end of last year I was given the challenge - how can we provide the same or better service, without hiring anyone?”
Zinc
“My AskAI blew everybody else out of the water. It made the selection process very easy for us.”
Customer.io($50M+ ARR)
“It now resolves 71% of queries (over 35,000 every month), meaning more time solving complex issues and improving UX.”
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