Common Q&A
- Export-Import Tool– Point to Zenly
- How Do I Create a Fee Template in Zenly?
- How Do I add a New User in Zenly?
- Where do I enter User Level Credentials in Zenly?
Training Articles
- 8062 Using the Zenly Marketing screen
- 8061 Creating and Managing Email Campaigns
- 8053 Configuring Marketing Access User Level
- 8009 Exporting Generated MCR Call Report
- 7020 ZENLY Email Template Setup: Importing HTML Samples
Orientation Video Series
- Interview Configuration - Company Main
- Interview Configuration - Set Loan Originator List
- Interview Configuration - Default Information
- Interview Configuration - Banner and Colors
Videos
- Creating and Managing Email Campaigns in Zenly
- Tutorial Zenly - How to Unsubscribe
- Tutorial Zip - Creating Email Templates with HTML and Merge Fields
- Zenly Pricing Engine
- Zenly to PATH