Creating Personal Email Templates in Zendesk Sell
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 templates. Click the Templates tab to create a template for leads, contacts, or both. After clicking 'Add template', enter a descriptive name, add relevant tags, and ensure the 'Share with everyone' checkbox is not selected. Enter the subject and content, using merge tags if needed, and click Save. Your template will now appear on the templates page. For more details, check theoriginal link.
More related questions
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 Templates…
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 content,…
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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