Using email templates for Zoom Mail

Users can create email templates to facilitate sending repeated emails with prepared content. When creating an email, the user can choose a saved template, and the template's text will auto-populate into the compose box. The template's name will also auto-populate the email subject if no subject has already been written.

Learn more about creating and customizing email templates for Zoom Mail.

This article covers:

• How to insert an existing template in your email
• How to access settings to create a new template

Prerequisites for using email templates for Zoom Mail

• Zoom desktop client
  • Windows: 5.14.5 or higher
  • macOS: 5.14.5 or higher
• Zoom mobile app
  • Android: 5.14.5 or higher
  • iOS: 5.14.5 or higher
• Zoom Mail and Calendar Clients enabled and an email service integrated with Zoom

How to insert an existing template in your email

1. Sign in to the Zoom desktop client.
2. Click the Mail  tab.
3. In the top-left corner, click the new email icon  , or click to open an email you want to reply or forward.
   Drafting a new email will open a new email window in the bottom-right corner, while replying to or forwarding an email will open the compose box below the received email.
4. Add recipients as needed to your email draft.
5. (Optional) Click the Cc and/or Bcc options to add additional recipients in those fields.
6. Along the bottom of the email draft, click the template icon , then click Insert Template. 
   A pop-up window will appear.
7. In the window, select the email template you want to use:
   • (Optional) Under Insert Template, you can also search for another existing template you want to use.
   • Click the My Templates tab to select a template that you created.
   • Click the Shared Templates tab to select a template that you shared.
8. After selecting a template, click Insert.
   The existing email template will appear in your compose box.

How to access settings to create a new template

You can access your settings to view, manage, or create new email templates.

1. Create a new email.
2. Along the bottom of the email draft, click the template icon , then click Go to settings.
   You will be directed to Settings to manage email templates.