Creating email templates is a great way to save time and ensure your communications are consistent, professional, and on-brand. By building a library of reusable messages, you can scale your business and engage with more clients in less time. Here’s a step-by-step guide to get you started.

🔑Step 1: Log In to Your ZipperAgent Account

To begin, you need to access your CRM.

1. Go to www.zipperagent.com.
2. Click Login in the top-right corner.
3. Enter your email and password, then click LOGIN.

💡 Tip: Save your login details in your browser for faster access every day.

🗂️ Step 2: Navigate to the Email Templates Section

This is your central hub for all things related to email content.

1. From your main dashboard, go to the Settings menu at the upper right-hand side.

Click on Email Templates to view your existing templates and the option to create a new one.

Why this is helpful: This section gives you a bird's-eye view of all your pre-written content, making it easy to manage your message library and ensure brand consistency across all your communications. To modify an existing template, simply click on the pencil icon.

✍️ Step 3: Create a New Template

This is where your creativity and efficiency come together. You can either start from scratch or modify an existing template.

To create a new one, click the Create New button and choose Standard Template.

🖼️ Step 4: Add Your Content

Now, you can craft the content that you’ll use for every email, ensuring it's both professional and personalized.

• Template Name: This is an internal name to help you identify the topic of the template (e.g., "Buyer Drip: Listing Alert" or "Just Listed - New Colonial"). A good name helps you stay organized.
• Subject Line: Write a compelling subject line. A strong subject line is the first step to a high open rate.

Body Content: Write the main body of your email. This content can be used repeatedly, saving you from rewriting the same message.

Placeholders: Use placeholders (like [First Name]) to customize and refine your template content. This ensures each email feels personal, not automated, which is crucial for building rapport.

Let’s create a Happy Birthday and Home Anniversary template.

1. Name the template Happy Birthday
2. Create a simple subject line. Don’t forget to include a placeholder in the subject line for personalization.
3. Create a personalized birthday wish by including placeholders in the body of the email as well.
4. Save the template and repeat these steps for creating a Home Anniversary template.

🎂🏡 Step 5: Add Birthday and Home Anniversary Dates to a Contact's Profile

For your automated templates to work, the system needs the correct data.

Navigate to the specific contact's profile by going to Contacts and choosing Contacts from the dropdown menu.

• Next, click on the name of a contact.
• On the left-hand side, look under "More Profile Details" to add the contact’s birthday.
• Under "Family Members and Events," you can add the "Home Anniversary" date.

Why this is helpful: By filling in these fields, you are providing the data the system needs to automatically send the right message at the right time. This ensures you never miss a special occasion.

Step 6: Set Up Your Automation

This is where you activate the templates and let the CRM do the work for you.

To activate the templates, go to Settings and choose Profiles.

From the left-hand side, choose "Automated Emails."

Toggle on the automation for both Happy Birthday and Home Anniversary. From the dropdown, select the templates you created to be associated with each event.

• Why this is helpful: This powerful automation guarantees that these important touchpoints are never missed, even on your busiest days. It's like having a personal assistant who handles all your celebratory client outreach.

💡 Tip: You can send email templates to a contact right from the contact detail page. 

🎉 You’re Done!

Congratulations! You've just created reusable email templates and set up powerful automations that will save you from rewriting emails over and over. Now you can focus on building relationships and closing deals while your templates handle the routine communication.

Why Use Email Templates?

• Saves Time: Quickly send out professional emails without starting from scratch.
• Maintains Brand Consistency: Ensures every email looks and feels like it comes from you.
• Reduces Errors: Prevents typos and formatting issues with a pre-designed layout.

Boosts Productivity: Allows you to scale your communication and engage with more clients in less time.