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Creating Email Templates in Zendesk Sell Mobile App

Discover how to create and save email templates in the Zendesk Sell mobile app. Use merge tags for personalized communication.

How can I create an email template in the Zendesk Sell mobile app?

Creating an email template in the Zendesk Sell mobile app can streamline your communication.

To create a template, click on Compose email, then the Template icon. Compose your email and click Save as Template. Give your template a unique name for easy retrieval later. Note that sharing email templates is not supported on mobile devices. Templates with merge tags are particularly useful for regular communications or bulk emails.


More related questions

How can I view my emails on the Zendesk Sell mobile app?

You can easily view your emails on the Zendesk Sell mobile app from the Today dashboard. To access your emails, navigate to the bottom of the Today page and click on 'Communication'. Here, you'll find all the emails exchanged with leads or…

How do I send an email from a lead, contact, or deal page in Zendesk Sell?

Sending an email from a lead, contact, or deal page in Zendesk Sell is straightforward. First, click on the Lead, Contact, or Deal you wish to email. Then, open the Details tab and click on the recipient's email address. This will open the Compose…

How do I use communication history in Zendesk Sell?

Communication history in Zendesk Sell helps you keep track of interactions with leads, contacts, or deals. To view your communication history, click on Messages and then the Communication tab. This will show you all emails sent or received as part…

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