Using Shared Email Templates for Sequencing
Learn how to use shared email templates for email sequencing in Zendesk Sell by enabling the Sales Engagement Tools.
How can I use shared email templates for email sequencing in Zendesk Sell?
To use shared email templates for email sequencing in Zendesk Sell, you need to enable the Sales Engagement Tools (Reach) feature. An admin can create email templates for all users on the account, allowing you to send scheduled outreach emails to leads and contacts. This feature enhances your email marketing efforts by automating the process.
More related questions
Can I share email templates with my team in Zendesk Sell?
Yes, you can share email templates with your team in Zendesk Sell, but there are some conditions. Email templates are available on the Sell Professional plan and above. If you're an admin, you can set up email templates for leads and contacts that…
What is the workaround for sharing email templates if I'm not on the right plan?
If you're not on the Sell Professional plan or above, you can still share email templates with your team using a simple workaround. You can copy and paste your template and send it to your team members, who can then create the template in their own…
Can admins view personal email templates created by team members in Zendesk Sell?
Currently, admins cannot view personal email templates created by team members in Zendesk Sell. This functionality is not natively supported, but Zendesk values customer feedback and may consider it for future updates. If you need this feature,…
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