Do you want to create email templates to use throughout AgencyZoom? 

You can create email templates to be used for the following:

  • To send manually from your lead manager¬†
  • To use for automated lead follow-ups
  • To use for automated customer onboarding

(Note: All templates are viewable from the automated touchpoint wizard)

To create an email template, simply do the following

  • Go to My Agency¬†
  • Click on Templates
  • Click on Create Template
  • Select the type of template (prospecting or onboarding)

You'll notice that your AgencyZoom account has a lot of default templates - keep an eye on that page for new templates, as well as updates to existing templates!

Still have questions? We're here to help! You can start a live chat with our Support Team by clicking the icon in the lower right corner of the screen. Support is available between 9am and 5pm EST, Monday - Friday. (Messages sent outside of those hours will be answered ASAP on the following business day.)

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