Customizing email templates for Zoom Mail

Users can create email templates to facilitate sending repeated emails with prepared content. Templates can include images and rich-text formatting, as well as be shared with others in your account.

Users can save and name a current draft as a template, access previous templates in their compose box, and delete templates that they no longer need.

Learn more about using email templates in Zoom Mail compose box.

This article covers:

Prerequisites for customizing email templates for Zoom Mail

How to create email templates

  1. Sign in to the Zoom desktop client.
  2. Click the Mail  tab.
  3. In the top-right corner, click the Settings icon settings-button.png, then click Email Preferences.
  4. In the navigation menu, click Templates.
  5. Click the My Templates tab.
  6. On the My Templates tab, click + Template.
    Note: The template cannot exceed the maximum size of 1MB.
  7. Create a new template:
  8. In the top-right corner, click Save when you're finished customizing your template. 
    The template will appear in the My Templates tab.

Note: You can create up to 100 email templates.

How to edit email templates

  1. Sign in to the Zoom desktop client.
  2. Click the Mail  tab.
  3. In the top-right corner, click the Settings icon settings-button.png, then click Email Preferences.
  4. In the navigation menu, click Templates.
  5. Click the My Templates tab.
  6. On the My Templates tab, to the right of the template you want to edit, click the pencil icon pencil-button.png.
    You will be directed to the template page where you can edit it.
  7. Edit the template.
  8. Click Save Changes.

How to delete email templates

  1. Sign in to the Zoom desktop client.
  2. Click the Mail  tab.
  3. In the top-right corner, click the Settings icon settings-button.png, then click Email Preferences.
  4. In the navigation menu, click Templates.
  5. Click the My Templates tab.
  6. On the My Templates tab, to the right of the template you want to delete, click the trash icon trash-bin-with-narrow-base-icon.png.
    A confirmation window will appear.
  7. In the confirmation window, click Delete.

Note: If you delete the template, you won’t be able to recover it and anyone you’ve shared it with will lose access. 

How to share email templates

After you create email templates, you can share those templates with users, groups, and/or channels.

  1. Sign in to the Zoom desktop client.
  2. Click the Mail  tab.
  3. In the top-right corner, click the Settings icon settings-button.png, then click Email Preferences.
  4. In the navigation menu, click Templates.
  5. Click the My Templates tab.
  6. On the My Templates tab, to the right of the template you want to share, click the share button share-button.png.
    A pop-up window will appear.
  7. In the window, under Share to, search for and select the name, group name, or channel that you want to share the template with.
  8. (Optional) To the right of the names of users, groups, or channels that you want to remove, click the X.
  9. Click Share.

The users, group, and/or channel that you shared the template with will receive an email notification. The shared template will also be moved to the Shared Templates tab.

Access the Shared Templates tab

  1. Sign in to the Zoom desktop client.
  2. Click the Mail  tab.
  3. In the top-right corner, click the Settings icon settings-button.png, then click Email Preferences.
  4. In the navigation menu, click Templates.
  5. Click the Shared Templates tab.
    All your shared templates will appear in the tab.