Tagging an email template in Zendesk Sell helps organize and identify its use. To tag a template, go to the Sell sidebar, click on Settings, then under Customize, select Email templates and click the Template tab. Here, you can add a new template and enter a tag in the Tags field.
Tags like "Leads" and "Contacts" are created by default, but you can create new ones if you're an admin. This tagging system allows you to use templates flexibly across different categories, such as leads and contacts.
Converting existing email templates into unified email templates in Zendesk Sell is straightforward. All your previously used templates for emailing leads are tagged as "Leads," and those for contacts are tagged as "Contacts." This tagging doesn't…
Searching for email templates and tags in Zendesk Sell is easy with the search bar. You can search by the template's name or filter by tags to find templates tagged with a specific label. To narrow your search, use the Filter tags dropdown menu to…
Removing duplicate email templates in Zendesk Sell helps streamline your template library. If you have duplicates, like a template named “Initial reachout” for both leads and contacts, you can delete one and use the remaining template for both…
Bulk removing tags from email templates in Zendesk Sell can save you time. If you have unique templates tagged with “Contacts” or “Leads” that you no longer need, you can remove these tags in bulk. To do this, navigate to the Sell sidebar, click…