Overview
This guide walks you through the process of creating a personalized email template using HTML and Merge Fields within Calyx Zip. Whether you are streamlining borrower outreach or customizing communication, this workflow ensures consistency and professionalism.
- Start a New Template
On the Zip Admin website, go to 'Edit Emails' and click [Edit] next to the desired email template.
Enter a meaningful Subject Line that reflects the email’s purpose.
Please see KB (______)
4. Insert Custom HTML
In the toolbar, click the Source Code icon.
Paste your HTML code into the pop-up editor.
Click OK to confirm and return to the editor.
Review the email content in the body editor.
Place the cursor where you want to insert personalized data.
6. Add Merge Fields
Use the drop-down menu to choose Insert Merge Field.
Select the correct Merge Field for your needs.
7. Save Your Work
After completing your edits, click the Save button located at the bottom of the dialog box to apply your changes.
Click the Save button at the bottom of the Interview Configuration screen to finalize your settings
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8. Send a Sample Email
Use Send Sample to evaluate the layout and merge field accuracy.
Confirm Reset Action
- A confirmation prompt will appear.
2. Accept the prompt to proceed with the reset
Example HTML Template
- The screenshot illustrates the Calyx Zenly email template editor interface, showing where users can input HTML, insert merge fields, and preview their content before saving and sending.
Summary
Users can create customized email templates in Calyx Zip using HTML and merge fields. This streamlines the setup process, making email customization efficient and scalable for professional communication with borrowers.