Click to watch the step-by-step tutorial on the integration:
What the Follow-Up Email Template Does
Automatically generates a follow-up email after a meeting based on the notes captured.
Summarises action items for both the client and the advisor.
Can be personalised with your own tone, structure, and closing remarks.
Step-by-Step Guide
Go to Setup.
Select Templates — all templates are listed here.
Find the Global "Follow-Up E-mail" Template. It is a system template created by Zocks and cannot be edited directly.
If it is a system template, click Duplicate to create your own editable version. If it is a custom template, you can click into it and edit it directly.
In the Duplicate template dialog, enter a Name for your copy and update the Description if needed.
Set the Access level — choose Personal if only you will use it, or Account if you want everyone in your organisation to have access.
Click Duplicate. Your copy will open in the editor immediately.
Edit the template to match your communication style. You can update the opening line, section headings, and closing remark. Keep the bracket placeholders such as [Recipient's Name] and [Financial Advisor's Name] where you want Zocks to automatically fill in information.
Click Save when you are done. The template will be applied to the meeting type automatically.
Please note that each follow-up email can still be edited and refined in the past meeting details for that last personal touch.