Can I share email templates in Sell?

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5 Comments

  • Michael Murphy

    This really would be good functionality for us.  I have successful email templates that I'd like to easily allow my team to use.  My workaround right now is a shared notebook in Evernote with all of our templates.  

    1
  • Serene Gao

    Hi Michael,

    Thanks for reaching out. I'm afraid that we currently don't have the functionality to share email templates across the account. This feature is certainly in our product roadmap and is planned to be addressed soon. I'd be happy to send in a request on your behalf to our Voice of the Customer team to help advocate for this project.

    Please don't hesitate to let us know if we can help with anything else!

    Serene Gao
    Customer Advocate | Zendesk Sell
    Visit Our Help Center
    Call us at 1 (888) 670-4887, Mo-Fr, 8am-5pm, Pacific Time

    0
  • Craig Atkinson

    Agreed, as a marketer, it's absurd that I can't write a template for our sales teams and push it out.

    0
  • Devan - Community Manager
    Zendesk Community Team

    Hello Craig,

    Thanks for your email. I've passed it on to the relevant person in our marketing department.

    Best regards,

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  • Katie Dougherty
    Zendesk Community Team

    Hi Michael Murphy and Craig Atkinson,

    I updated this article to reflect a new feature available with our Reach add-on.  With the Sell Professional plan and above, admins can set up an email template for leads or contacts that can be used by all Sell users on your account. See the article: Setting up a shared email template in Sell. 

    Please reach out to your account representative or our customer advocacy team if you have additional questions. 

    Have a great rest of your day!

     

    0

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