8203 KB Creating Email Templates

This screen allows the user to create and store custom email templates. Created templates are available to use when starting a new email.

Zenly provides some default email templates. Use the Load Default button to populate the table with pre-typed email samples.

To create an email template:

1. Click the Add  icon.

2.    Enter the Name of the template.
3.    Enter the Description.
4.    Enter a Subject.

Use the Insert Merge drop-down menu to add an auto-populated field.

5.    Type in the email.
Use the Insert Merge drop-down menu to add an auto-populated field.

6.    If needed, send a test email by clicking the Send Sample.
7.    Click Save.