You cannot use HTML to customize an email template.
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Creating a personal email template
You can create a personal email template that you can use for leads and contacts.
To set up a personal email template
- On the Sell sidebar, click Settings (
), then go to Customize > Email templates.
- Click the Templates tab to create a template for leads, contacts, or both. For example, you might want a template that is specifically used for inviting new leads to Sell, or a welcome email for new contacts.
Note: You can create a template in Deals. However, you cannot use any Deal-specific merge tags, the merge tags only relate to the contact information.
- Click Add template.
- In the Create template dialog, enter a descriptive name for your template.
Using a meaningful name will make it easier for sales reps to find the correct email template (see Best practices for naming templates).
- In the Tags field, enter any tags to help you identify the template, for example, "Leads", "Contacts" "Deals", "Onboarding", "Follow up".
- Ensure the Share with everyone checkbox is not selected.
Note: If you check this box, the template will be visible and editable by others you have shared the template with.
- Enter the subject and content of your template. You can use merge tags by either typing
{{
in the subject or email text, or by clicking the{{
icon in the template. This displays a list of fields you can use. For information about using merge tags see Using merge tags in your email messages, and information about other options to customize your template see Email composer toolbar reference.Note: Do not add personal information, for example a signature, to a template. Use the{{Sender's Signature}}
merge tag to include a sender's signature instead.Here is an example template:
- Click Save.
You'll see the email template appear on the templates page, including information about the author and visibility of the template.
Creating a shared email template
To set up a shared email template
- On the Sell sidebar, click Settings (
), then go to Customize > Email templates.
- Click the Templates tab to create a template for leads, contacts, or both. For example, you might want a template that is specifically used for inviting new leads to Sell, or a welcome email for new contacts.
- Click Add template.
- In the Create template dialog, enter a descriptive name for your template.
Note: Using a meaningful name will make it easier for sales reps to find the correct email template (see: Best practices for naming templates).
- Select the Share with everyone checkbox to ensure the template is public in your account.
Note: If you don't check this box, the template will only be visible and editable by you. This is useful if you want to draft a template, but don't want to share it yet.
- Enter the subject, tags, and content of your shared template. You can use merge tags by either typing
{{
in the subject or email text, or by clicking on the{{
I icon in the template. This displays a list of fields you can use. For information about using merge tags see Using merge tags in your email messages, and information about other options to customize your template see Email composer toolbar reference.Note: Do not add personal information, for example a signature, to a template. Use the{{Sender's Signature}}
merge tag to include a sender's signature instead. - Click Save.
You'll see the email template appear on the templates page, including information about the author and visibility of the template.
Editing a personal email template
You can always update your personal email message templates.
To update your personal email template
- On the Sell sidebar, click Settings (
), then go to Customize > Email Templates.
- Click the Templates tab to edit a template for leads, contacts, or both. For example, you might want a template that is specifically used for inviting new leads to Sell, or a welcome email for new contacts.
- Click the template that you want to edit.
- Make your changes. You can change any element of the template.
Note: If the template is currently in use in one or more email sequences, you'll see a warning and information about the sequences that will be affected.
- Click Save.
After you save, you'll see the updated email template appear on the templates page.
Editing a shared email template
To edit or change an email template
- On the Sell sidebar, click Settings (
), then go to Customize > Email templates.
- Click the Templates tab to edit a template for leads, contacts, or both. For example, you might want a template that is specifically used for inviting new leads to Sell, or a welcome email for new contacts.
- Click the template name that you want to edit. and make your changes.
You can change any element of the template. If you no longer want to share the template, deselect the Share with everyone checkbox, and it will be removed from the list of available templates.Note: If the template is currently in use in one or more email sequences, you'll see a warning and information about the sequences that will be affected.
- Click Save.
After you save, you'll see the updated email template appear on the templates page, including information about the author and the sharing status of the template.
Best practices for naming templates
- Language - The language of the template.
- Channel - Where the lead or contact came from (for example a landing page, webinar, or conference).
- Step - The number of the step in the sequence.
- Additional information - That explains what the template is about, (for example: Welcome).
Here is an example of descriptive name:
ENG Webinar Follow-up #3: Are you still interested?
14 comments
Camp Australia
As a sales CRM, I am disappointed to learn that I am unable to create marketing emails within Sell, and can't send to more than 300 people in a day!!!
I have over 9000 leads that I want to promote my business to at any given time, along with tracking engagement and notifying my sales team when the lead reviews content.
This was one of my key requirements and certainly discussed during the demo provided by the Sell sales person.
What I believed I was purchasing is not what I have received.
0
Grzegorz Pogwizd
Hi Michael,
Thanks for reaching out with this comment and I'm happy to clarify.
Please know that we do have the possibility to raise the email limit from 300, as per the Help Center article here - https://support.zendesk.com/hc/en-us/articles/360041030474-How-do-I-increase-my-Sell-email-limit-
Please reach out to our Advocacy Team and they'll be happy to help you out.
For creating and storing marketing emails within Sell, we do have the feature of email templates as the described in the article above.
We also have a great marketing functionality of email sequences, which can be used to create and send automated email campaigns. Please take a look at the Hel Center article here - https://support.zendesk.com/hc/en-us/articles/360045767034-Setting-up-email-sequences-in-Sell
Lastly, we do have a feature for tracking whether your Leads have opened the email or clicked on the links in the email - https://support.zendesk.com/hc/en-us/articles/360041032214-Monitoring-email-open-rate-and-link-clicks - as well as a feature to easily track your communication channels for last touches, in order to make the process more effective - https://support.zendesk.com/hc/en-us/articles/360041029034-Tracking-your-communication-channels-in-Sell
I think that all of these features make Sell quite a powerful tool for marketing purposes. I hope that this information will prove helpful and in case you have any further questions or concerns please do not hesitate to let us know.
Grzegorz Pogwizd
Technical Support Engineer | Zendesk Sell
Do you need more information? - Our Help Center has it all at https://support.zendesk.com/hc/en-us/categories/360002582434-Sell
Do you prefer a live conversation? - Call us at +1 888-670-4887 press 1, Mo-Fr, 8am-5pm, Pacific Time
Want to talk to other Sell users? - check out our Community at https://support.zendesk.com/hc/en-us/community/topics/360001380554-Sell-Q-Ab
0
Jay Clementson
Hello,
Is there any chance you are working with the development team to be able to share templates without having Admin permissions?
I have multiple teams that do not need admin permission but the ability to share templates is becoming a burden to manage because I need to constantly monitor who has admin permissions and then I need to go in and remove the admin permissions.
Thank you,
2
Jay Clementson
Hello,
I am creating an email template and I am unable to add a BCC. Am I missing something or am I not able to add a BCC to an email campaign?
2
Sara Urbanowicz
Is there a way to add PDF attachments to an email template?
2
Rodger Bradford
Is there no way to copy an existing template to use it to create a new one? I know that I can copy the text but there isn't a way to copy attachments.
0
Dane
As it turns out, cloning email templates is not yet supported.
0
Chris Baird
Why don't attachments stick with templates. . . . ? That would make things so much easier - -
1
Rodger Bradford
Chris Baird - We use templates that have attachments. They work.
0
Chris Baird
Hmm - wondering what I am doing wrong that the attachment doesn't stay part of the template . . . .
1
Chris Baird
Figured it out. . . went into settings - into templates . . found it - added the document there - saved template. MAGIC.
Thanks Rodger for your response -
0
Alex Aharkov
Hi guys, can I create dynamic links using the templates editor? Can I always have the exact anchor text (book a call for example) but a different URL behind it? My sales reps all has personal calendly links but I don't want to put the entire URL every time. Additionally, I want to add some service info to that link such as ID for tracking) Please advice.
0
Paolo
Unfortunately, this is not possible at the moment. I would recommend posting your use case as a feature request in the General Product Feedback topic in our community to engage with other users who have similar needs and discuss possible workarounds. Community posts with a high level of engagement ultimately get flagged for product managers to review when they go through roadmap planning.
Paolo | Technical Support Engineer | Zendesk
0
Kate Woollard
It looks like custom deal fields cannot be used as a merge field in an email template. This is a requested feature. If anyone would also find this useful, you can upvote here
0