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Email signatures in Zip help keep borrower communication consistent and professional across your team. By standardizing signatures (and optionally adding social media links), you can reinforce your brand, reduce manual edits, and make it easier for borrowers to connect with your organization.
Update Email Signatures and Add a Social Media Link
1. Log in to Zenly (https://www.calyxzenly.com).
2. Select the User Profile icon from the top right corner of the screen.
3. Select Interview Configuration.
4. Select Edit Emails.
5. Choose the email template you want to configure and click Edit.
Email Template Sections
Email templates are divided into the following sections:
Body
Footer
Signature
Each section supports merge fields, images, and background color styling.
Merge Fields in Email Templates
Merged fields allow dynamic information to be automatically inserted into an email template and can be used in the Body, Footer, and Signature sections.
1. Open an email template.
2. Open the Merge Fields list.
3. Select the desired merge field.
4. Insert it into the body, footer, or signature.
5. Save the template.
Background Color Picker
Each section of an email template includes a background color picker to support branding and visual consistency.
1. Open an email template in Edit Emails.
2. Select the Body, Footer, or Signature section.
3. Choose a background color using the color picker.
4. Save the template.
Image Support and Profile Image Merge Field
Images can be added directly to email templates, including inserting a user’s profile image using a merge field.
1. Open an email template.
2. Select the section where the image should appear.
3. Use the image tool or select the Profile Image merge field.
4. Save the template.
Template Preview and Sample View
Email previews display placeholder content for layout review. Sample emails can be sent to confirm actual merged field data and profile images.
• Send Sample Email: Send a sample email to yourself to review actual merged field data and user profile images.
• Set Back to Default: Reset the email template back to the default placeholder view template.
Summary
Email templates help you send consistent, branded emails while still auto-personalizing content with merged fields, images (including profile photos), and section styling. Previews and sample emails let you verify everything before sending, and you can quickly reset templates back to default if needed.
