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How to Create an Email Template on Zendesk Sell



How to Create an Email Template on Zendesk Sell: step-by-step guide

  1. Navigate to the top menu bar, then click the 'Zendesk Products' icon.

  2. Select 'Sell' from the list of available options.

  3. After that, head over to the left-side panel and click 'Settings'.

  4. Choose 'Email Templates' under Customize.

  5. On the main dashboard, click 'Add Template' to proceed.

  6. Assign a unique template name afterwards.

  7. Next, add your preferred tags and configure the access settings afterwards.

  8. Enter your desired email subject into the provided input field.

  9. Following that, compose the body of the email.

  10. Once done, click 'Save' to add the new email template to your library.

Quick answer: To create an email template on Sell, click the Zendesk Products icon, open Settings, and select Email Templates under Customize. Click Add Template, enter a name, configure tags and access settings, add the subject and body, and click Save to finish.

About this Zendesk tutorial

Build custom email templates in Zendesk Sell by configuring settings, adding subjects and bodies, and saving to your template library. This guide shows how to create an Email Template on Zendesk Sell in 10 steps, starting with "Navigate to the top menu bar, then click the 'Zendesk Products' icon" and finishing with "Once done, click 'Save' to add the new email template to your library". The interactive demo above is a click-through copy of the real Zendesk interface, so you can rehearse each step before doing it in your own account.

Frequently asked questions

How many steps does it take to create an Email Template on Zendesk Sell?

10 steps. Each one is listed in order above, and the demo highlights exactly where to click.

Can I try it without changing my own account?

Yes. Clicking through the demo doesn't touch your Zendesk data or settings. Once you know the flow, repeat it in your own workspace.

This tutorial is filed under Zendesk. Related guides: How to Create Reports in Zendesk Explore, How to Delete a Label in Zendesk Articles and How to Delete a Ticket in Zendesk. Last reviewed 05 Oct 2026.

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