Saving Modified Email Templates in Zendesk Sell
How do I save a modified email template as a new template in Zendesk Sell?
You can save a modified email template as a new template in Zendesk Sell.
After editing the email message text, open the 'Templates' dropdown menu and click 'Save as new template'. Enter a new name for your template and save it as a personal email message template. This allows you to keep your changes without affecting the original template, providing flexibility for future use.
More related questions
How do I apply an email template in Zendesk Sell?
Applying an email template in Zendesk Sell is straightforward. To use a personal or shared email template, navigate to the sidebar in Sell and click on Leads, Contacts, or Deals. On the respective card, click the 'Send an Email' tab. In the email…
Can I use shared email templates on the Zendesk Sell mobile app?
No, shared email templates are not available on the Zendesk Sell mobile app. While you can create and use personal email templates on the mobile app, shared email templates are only accessible through the desktop version of Zendesk Sell. This means…
How can I edit an email template in Zendesk Sell?
Editing an email template in Zendesk Sell is easy, but there are some limitations. To edit a template, open the 'Templates' dropdown menu and select 'Edit template'. You can modify the email message text, change the template name, or delete it from…
What happens if I insert an email template into a message with existing text?
Inserting an email template will replace any existing text in your message. When you select and insert an email template, the content of the template will overwrite any text you had previously entered in the email message. However, you can still…
How can I manage my email templates in Zendesk Sell?
Managing your email templates in Zendesk Sell is simple and efficient. To manage your templates, click the 'Templates' dropdown menu and select 'Manage templates'. From here, you can view all your templates, edit their names, or delete them from…
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