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.)