Creating a Static Template in Zephyr

So you’re an admin looking to prepare a company announcement, newsletter, open house guide, or holiday piece on behalf of your agents in the shiny new Zephyr toolset...

How do you do that?

Well, it is a two part process. Those parts being:


Creating Static Template

First you’ll want to make sure that you have a template built and ready to go.

Head to Lead Nurture >> Create Marketing Piece then select the template you want to use to create your new static template.




On the Create Marketing Piece| Edit page, you’ll be able to set a name for your new Static Template. If you need to make any additions to the original template, click the Edit Content button underneath the thumbnail image to enter the Zephyr Editor and make the final changes to your piece.

Remember, agents won't be able to make any changes to the content.

Once everything looks exactly as you want it in the final piece your agents will send to their contacts, click Save in the piece to go back to the Create Marketing Piece| Edit page.

Finally, scroll down to the final section. Click the Complete & Continue button to create a new Static Template, which we’ll show you how to make it available to your agents below.


Activating a Static Template

Now that you have your Static Template created, you'll be brought to the Template Details page. From this page we'll Activate the template to make it available for agents to use.

On the Template Details page, fill out the Subject Line. Once you have that filled out, make sure to manage the restrictions and expiration date as needed, then click Activate at the bottom of the section to make the template available to agents.

And just like that, you have a Static Template that your agents can send out to their contacts. 

Alternatively, if you wish to create a company scheduled send, also fill out the Company Scheduled Send area with a date and time, along with choosing a proper Sphere, then click 'Activate'.


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