Table of Contents
What are email templates in Zomentum?
Typing the same email over and over again is made easier using Zomentum email templates. One can save recurring email content as email templates and resend it to your customers, thereby saving hours in terms of productivity.
You can find all your saved Templates in the "Email templates" section under "Settings" on the left-hand side of your Zomentum account.
Section 1
I. Creating a New Template
Navigate to Settings > email templates
Click on "Custom" tab
Click on "Create New" at the top right
Enter the subject and body of the email
Save it as a template
Section 2
II. Tools in the editor
The template editor has the same tools as the document editor and follows formatting of a normal email. Zomentum email editor also supports custom merge tags in the same way as document editors.
You can easily create placeholder fields for recurring Recipients, Senders, and Client Company names that will automatically get filled in, based on the client account information and recipient ID.
To use a merge tag, use type “{{“ and choose from any of the available tags.
Note: You cannot create custom merge tags within the Zomentum email editor. To know more about merge tags, please click here.
You can always preview the email before sending by clicking on the “Preview Email” option at the bottom right of the editor.
Section 3
III. System Email Templates
System email templates are the emails that are already present in Zomentum. However, you can also choose to edit these templates and change the content.
Below is the list of system emails that are currently available for you to edit: