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.)