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How do you create email/note/pitch templates?
How do you create email/note/pitch templates?

Tips to create templates

Updated over a week ago

Templates can be super useful to help you be more effective.🚀 Whether it’s an email, note, or pitch template, anything is possible with ZELIQ!

Here’s how 👇

On your ZELIQ's Workspace:


1. Click on the icon "Engage" .


2. Click on "Templates".

3. Once in the Template tab, click on "Create a new template" at the top right of the screen.

4. Fill in template the template type (1), the template name (2), and desired content (3).

You can now integrate your templates to email, pitch, or for your note-taking by clicking on the different "Template" icons!

👩🏼‍💻 For further information, please do not hesitate to contact us:

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