Email Templates

Email templates in Zhylar offer pre-designed formats for quick communication, consistency and ensuring accuracy. These templates can be customized for brand alignment.

Getting Started

• Log in to Zhylar
• Go to Left-hand navigation panel
• Click on Configuration
• Under Configuration tab, select Email Template.

• Create templates for:
  • Deal
  • Quote
  • Sales Order
  • Invoice

• If Zhylar email is used, the email will be marked as a no-reply email.
• If email is sent from an integrated personal email ID, replies can be sent to the email.

Add New Template

• Navigate to desired tab
• Click + New Template.

• A side sheet will open.

• Enter template name
• Note: Two templates cannot have the same name in the same module. The system will not allow duplicates.
• Fill out remaining fields
• Insert variables if required to customize your template. Variablesare placeholders used to dynamically insert specific data—such as a customer’s name, deal value, or due date—into templates, emails, or documents
  • List of variables differ from module to module.

The image below represents the variables presented in the Sales Order module:

• For example, if SO Expiry Date is selected, the system will automatically pick the expiry date added from the sales order.
• Or, Contact Name is selected, the name willl be picked directly from the name added to the SO.

• if Click Save.
• The field options in all templates are the same except in customer portal. Here, only a Template Name, Subject and Body can be added.

Default Template

• Marked by a white star in a purple circle.
• First template created under any tab will be automatically marked as default.
• To Change default template, go to List View
• Click ⋮ 3 dots
• Select Mark as Default.

• If there is only one template in the system, the existing template will be marked as default automatically.

Update Template

To update a template,

• Click ⋮ 3 dots
• Select Update

• Make your changes.

• Click Save.

Delete Template

To delete a template,

• Click ⋮ 3 dots
• Select Delete

• Provide confirmation.

Note: A template marked as Default Template cannot be deleted.

Discover how Zhylar can streamline your sales and elevate your business processes. Visit our website or book a demo today to experience the difference!