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AgencyZoom Content Library

Managing the Content Library

Updated this week

The AgencyZoom Content Library is a central place to store and manage all your communication materials, including emails, text messages, documents, and media. It helps your team work faster, keep messages consistent, and personalize communications easily.

Accessing the Content Library

To use the Content Library:

  1. Go to My Agency > Content Library.

  1. Manage all your templates, documents, and media in one place.

  1. Create, edit, organize, and categorize content for easy access whenever your team needs it.

1. Email and text Templates
Email and text templates let you create messages for automations, tasks, and direct client communication. They save time and help maintain consistent messaging.

  • Personalize with Placeholders: Automatically include client information like names, policy details, or service type.

  • Organize: Categorize templates for quick access.

  • Share: Export or import templates to share with your team or use across multiple accounts.

2. Email and Text Template List View
The library now offers a list view for easier navigation. You can sort templates, preview them quickly, and find the one you need without scrolling through long lists.

3. Documents
Store important files like policy documents, quotes, or attachments. You can:

  • Attach documents directly to emails or service requests.

  • Include them in automation workflows so the right client gets the right file.

4. Media Library
Store videos, images, and other media for use in emails or marketing campaigns. Features include:

  • Organizing media for easy access.

  • Attaching media to emails or templates quickly.

  • Keeping your branding and messaging consistent.

By centralizing templates, documents, and media, the Content Library makes communication smoother, faster, and more professional—helping your team stay organized and your clients well-served.

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