1. Go to the settings menu (gear in the upper right-hand corner), then choose the 'Email Template' from the drop-down.
2. Then choose ‘Create New’ in the top right corner. Then choose ‘Standard Style Templates’
3. Next, the template will open. This is where you can add your email content. ‘Private Template’ allows users to keep the templates they create private to their accounts only. Shared Template allows the template to be accessible to other ZipperAgent users.
4. You can also add “placeholders” in the body of the email by clicking on any of the options on the right. Once added, the system will automatically pull that information into the body of the email from the contact profiles (examples: first name, last name, etc).
The last step is to hit the ‘Save’ button to save the template.