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Email templates

This page shows you how to use email templates in Zinye CRM — the emails you send again and again (a follow-up, a quote cover note, a “thanks for your enquiry”), written once and reused.

Why use them

Section titled “Why use them”

Templates make your team faster and your messaging consistent — every rep sends the same polished follow-up, and no one stares at a blank email. Combined with sending email from a deal, they turn a five-minute task into a ten-second one.

Create a template

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  1. Open Settings → Email Templates.
  2. Add a template with a name, a subject, and the body.
  3. Use placeholders for details that change — like the contact’s name or the deal value — so each email is personalised automatically.
  4. Save.

Use a template

Section titled “Use a template”

When you write an email from a lead or deal, pick the template and it fills in the subject and body (with the placeholders resolved). Tweak anything you like before you hit send.

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