Tip #16: Sobre las plantillas de correo electrónico

Tip #16: Sobre las plantillas de correo electrónico

Tips and tricks #16.
¡Hola a todos!

Bienvenidos una semana más de la serie de Tips and Tricks para CRM de Español Zoho Community. ¿Acabas de llegar? Te sugiero que te pases también por los anteriores.

Esta semana vamos a comentar otra de las características de las que dispone Zoho CRM. Efectivamente, se trata del envío de correos electrónicos desde la plataforma, y de forma concreta, hoy trataremos las plantillas de correo. ¿Se te ha pasado por la cabeza el tiempo que podrías ahorrar si tuvieses varios correos prediseñados para esas acciones repetitivas de tu día a día? Hoy te explicamos cómo usar las plantillas de correo electrónico en CRM para agilizar esas tareas, sin perder de vista una buena comunicación con el cliente.

Tip #16: Sobre las plantillas de correo electrónico.
Una parte del trabajo del equipo de ventas se basa en contactar con clientes potenciales y contactos a través de correos electrónicos. Las razones pueden variar: desde introducirlos a la empresa, productos y servicios que ofertan, hasta enviarles un presupuesto, pasando por recordarles la próxima visita de uno de los comerciales. Zoho CRM cuenta con varias plantillas de correo asociadas a cada módulo, de forma que dependiendo del asunto del mensaje, podrás encontrar la plantilla "a mano" dentro del CRM. Veamos en un ejemplo el proceso de creación y envío de una plantilla de correo:

Ejemplo: dar la bienvenida a un cliente potencial.
Elisa nos ha contactado a través de la web y sabemos que está interesada en saber más sobre nosotros. Para agilizar el proceso de dar la bienvenida a alguien nuevo (lo cual suele tener un contenido bastante estándar) podemos crear una plantilla de correo. Para hacerlo, sigue los siguientes pasos:
  1. Ve a Configuración > Personalización > Plantillas.
  2. Asegúrate de que estás en la sección de Correo Electrónico.
  3. Selecciona el botón azul de la izquierda de + Nueva Plantilla para crear una nueva.
  4. Selecciona para qué módulo quieres crear la plantilla. En este caso será Posibles Clientes.
  5. Pon nombre a la plantilla y rellena el Asunto del mensaje (o asunto del correo electrónico).
  6. Diseña tu mensaje utilizando el panel de la izquierda, haciendo clic y arrastrando en los elementos que necesitas.


En este ejemplo de plantilla podemos ver varios elementos:
  • Hemos elegido el color blanco para el fondo del mensaje para simular un correo estándar.
  • Hemos insertado una imagen en la parte superior para mostrar nuestro logo.
  • Hemos insertado un campo de texto para construir nuestro mensaje.
  • Hemos añadido una etiqueta de campo con el nombre del posible cliente, introduciendo # y seleccionando el campo que nos interese. Esto personalizará el contenido del mensaje.
  • Hemos colocado un botón con enlace al apartado Nuestros Productos de nuestra página web.
  • Hemos añadido un enlace de correo electrónico para crear un correo automáticamente a la dirección de la comercial.
Podemos guardar la plantilla en una carpeta individual (sólo el usuario que la cree podrá verla) o en una carpeta de grupo (otros usuarios podrán verla).

Una vez creada la plantilla, estamos listos para enviarla. ¿Cómo lo hacemos?
  1. Encuentra el posible cliente al que quieras enviar el correo en el módulo de Posibles Clientes.
  2. Si tienes una tarea pendiente creada para el posible cliente, puedes enviar un correo electrónico haciendo clic en el botón verde de la derecha, de Enviar correo electrónico. Si no tienes una tarea pendiente, puedes ir a la parte superior del posible cliente y hacer clic en el botón verde de Enviar correo electrónico en la parte derecha.
  3. En la ventana emergente de correo electrónico, ve a la parte superior derecha y haz clic en Elija una plantilla.
  4. Escoge la plantilla deseada.


¡Y todo listo para enviar en mensaje!

Este ha sido sólo un ejemplo, pero puedes crear plantillas para cualquiera de los módulos de CRM. Por ejemplo, puedes crear una plantilla para el módulo Tratos que contenga un presupuesto, o adjuntar archivos a las plantillas de correo.

Las plantillas de correo pueden usarse en distintos procesos en CRM, como en reglas de flujos de trabajo o en formularios web, entre otros. Si decides editar alguna de las plantillas, puedes ver si ésta está asociada a otros items de CRM haciendo clic en la parte derecha de la plantilla, en el listado de plantillas (ver paso 1 del ejemplo).

​

¡Y esto es todo! Puedes encontrar más información sobre las plantillas de correo electrónico de Zoho CRM en este enlace.

¿Conocías esta función? ¿Qué te parece? ¡Añádelo en los comentarios!

    • Recent Topics

    • Restrict Users access to login into CRM?

      I’m wanting my employees to be able to utilize the Zoho CRM Lookup field within Zoho Forms. For them to use lookup field in Zoho Forms it is my understanding that they need to be licensed for Forms and the CRM. However, I don’t want them to be able to

    • how to change the page signers see after signing a document in zoho sign

      Hello, How can I please change the page a signer sees after signing a document in Zoho Sign? I cannot seem to find it. As it is now, it shows a default landing page "return to Zoho Sign Home". Thanks!

    • Holidays - Cannot Enter Two Holidays on Same Day

      I have a fairly common setup, where part-time employees receive 1/2 day's pay on a holiday and full-time employees receive a full day's pay. Historically, I've been able to accommodate this by entering two separate holidays, one that covers full-time

    • Introducing Connected Records to bring business context to every aspect of your work in Zoho CRM for Everyone

      Hello Everyone, We are excited to unveil phase one of a powerful enhancement to CRM for Everyone - Connected Records, available only in CRM's Nextgen UI. With CRM for Everyone, businesses can onboard all customer-facing teams onto the CRM platform to

    • Can a project be cloned?

      Good afternoon, greetings. I would like to ask if it's possible to clone a project in Microsoft Project. I found a way to do it using templates, but I'm not sure if there's a direct way to clone a project. Thank you in advance for your attention, and

    • JWT Token authentication problem that sometimes generates infinite redirect loops

      Description : Nous proposons un bouton sur notre plateforme permettant de rediriger l'utilisateur vers le portail ZohoDesk via un jeton JWT pour une authentification transparente. Cependant, il arrive que certains utilisateurs soient pris dans une boucle

    • Unknown table or alias 'A1'

      I would like to create a subquery but i am getting the following error: Unknown table or alias 'A1' used in select query. This is the sql statement:  SELECT A1.active_paying_customers, A1.active_trial_customers, A1.new_paying_signup, date(A1.date_active_customers), 

    • Why Sharing Rules do Not support relative date comparison???

      I am creating a Sharing Rule and simply want to share where "Last Day of Coverage" (Date field) is Greater than TODAY (Starting Tomorrow). However, sharing rules don't have the option to compare a date field to a relative date (like today), only to Static

    • How to manage task lists in Zoho Desk?

      Hello, I use Zoho Desk for IT customer support. I have a list of standard operating procedures (SOPs), including SOPs for onboarding new users, offboarding users, losing a device, etc. These are lists of tasks to be performed depending on the situation.

    • in the Zoho creator i have address field based the customer lookup im selecting the addresss , some times the customer address getting as null i want to show as blank

      in the Zoho creator i have address field based the customer lookup im selecting the addresss , some times the customer address getting as null ,i want to show as blank instead of showing null. input.Billing_Address.address_line_1 = ifNUll(input.Customers_Name.Address.address_line_1,"");

    • Question about upgrade and storage space Zoho Notebook

      After upgarding my Zoho Notebook plan, I am running into the following issue. I just upgraded from a free Zoho Notebook subscription to Pro Lite after I got a notification in my Window Zoho Notebook desktop app saying that I had run out of space. However,

    • how to add email to existing organization i w

      I am already registered my organization and i have an email id. I need one more email id but i can't find anywhere .i want the cheapest email id . how to add ?

    • Add multiple users to a task

      When I´m assigning a task it is almost always related to more than one person. Practical situation: When a client request some improvement the related department opens the task with the situation and people related to it as the client itself, the salesman

    • add zoho account

      How to add a zoho mail to previous zoho account? I have two

    • The reason I switched away from Zoho Notebook

      My main reason for switching to Zoho was driven by three core principles: moving away from US-based products, keeping my data within India as much as possible, and supporting Indian companies. With that intent, I’ve been actively de-Googling my digital

    • Name changed in settings for mailbox but still not changed when typed in To field

      In the email account secretary@ i have updaetd the new staff members details but the old members name still appears when I type secretary@ in the To field. I cant work out where Zoho is finding the old name from. I have deleted the browser cache. If I

    • Printing to a brother label maker

      I see allot of really old unanswered posts asking how to print to a label maker from a zoho creator app. Has their been any progress on providing the capability to create a customized height & width page or print template or whatever to print labels?

    • Sync desktop folders instantly with WorkDrive TrueSync (Beta)

      Keeping your important files backed up and accessible has never been easier! With WorkDrive desktop app (TrueSync), you can now automatically sync specific desktop folders to WorkDrive Web, ensuring seamless, real-time updates across devices. Important:

    • CRM project association via deluge

      I have created a workflow in my Zoho CRM for closing a deal. Part of this workflow leverages a deluge script to create a project for our delivery team. Creating the project works great however, after or during the project creation, I would like to associate

    • Track online, in-office, and client location meetings separately with the new meeting venue option

      Hello everyone! We’re excited to announce meeting enhancements in Zoho CRM that bring more clarity and structure to how meetings are categorized. You can now specify the meeting venue to clearly indicate whether a meeting is being held online, at the

    • Calling the new 'Custom API' feature from within a Custom Widget

      From what I've learned it is not possible to call an endpoint from the new "Custom API" feature within a Creator Widget. The SDK's doesn't support it yet, when calling it natively you end up with CORS issues or at least I couldn't get it working even

    • Announcing new features in Trident for Mac (1.32.0)

      Hello everyone! We’re excited to introduce the latest updates to Trident, which are designed to reinforce email security and protect your inbox from evolving threats. Let’s take a quick look at what’s new. Deliver quarantined emails. Organization admins

    • Zoho LandingPage is integrated with Zoho One!

      Greetings to the Zoho One users out there! We're delighted to let you know that Zoho LandingPage is available in Zoho One too! With Zoho LandingPage, you can host custom-made landing pages, and persuade the visitors to dive deeper by making further clicks,

    • Marketing Tip #5: Improve store speed with optimized images

      Slow-loading websites can turn visitors away. One of the biggest culprits? Large, uncompressed images. By optimizing your images, your store loads faster and creates a smoother shopping experience leading to higher sales. It also indirectly improves SEO.

    • PDF Attachment Option for Service Reports

      Hello Team, I would like to check with you all if there is an option to attach PDF documents to the service reports. When I try to attach a file, the system only allows the following formats: JPEG, JPG, and PNG. Could you please confirm whether PDF attachments

    • ZOHO Work Drive Back Up

      I am looking for a ZOHO Work Drive backup solution. Something that is cloud based. There's lots of these kinds of options for Google Drive and other providers, but I have not seen anything for WorkDrive. Any suggestions?

    • Wrapping up 2025 on a high note: CRM Release Highlights of the year

      Dear Customers, 2025 was an eventful year for us at Zoho CRM. We’ve had releases of all sizes and impact, and we are excited to look back, break it down, and rediscover them with you! Before we rewind—we’d like to take a minute and sincerely thank you

    • Issue with Zoho Creator Form Full-Screen View in CRM Related List Integration

      Hi Team, We have created a custom application in Zoho Creator and integrated it into Zoho CRM as a related list under the Vendor module, which we have renamed as Consignors. Within the Creator application, there is a form named “Pickup Request.” Inside

    • Introducing workflow automation for the Products module

      Greetings, I hope all of you are doing well. We're happy to announce a few recent enhancements we've made to Bigin's Products module. The Products module in Bigin now supports Workflows, enabling you to automate routine actions. Along with this update,

    • Zoho Browser??

      hai guys, this sounds awkward but can v get a ZOHO BROWSER same as zoho writer, etc. where i can browse websites @ home and continue browsing the same websites @ my office, as v have the option in Firefox, once i save and close the browser and again when i open it i will be getting the same sites. If u people r not clear with my explanation, plz let me know. Thanks, Sandeep  

    • Task/Activity indicator in SalesPipeline overview has disappeared

      I Just logged in my ZOHO CRM first 2026 checking my salespipeline overview , Every record card used to show an indication that there was an open task (Yellow if the expiry date was close, red if the expiry date was today and grey when it had expired).

    • Notes badge as a quick action in the list view

      Hello all, We are introducing the Notes badge in the list view of all modules as a quick action you can perform for each record, in addition to the existing Activity badge. With this enhancement, users will have quick visibility into the notes associated

    • SMS to customers from within Bigin

      Hi All, Is there anyone else crying out for Bigin SMS capability to send an SMS to customers directly from the Bigin interface? We have inbuilt telephony already with call recordings which works well. What's lacking is the ability to send and receive

    • Admins cannot see each others' Scheduled Reports?!

      Very frustrating that as an admin I cannot see what my reports my fellow admins have created and scheduled.  After asking about this on the help chat, I was told the issue is trust and security.  By giving someone Admin status, it means we trust them with those responsibilities. Please change this, it is not a good process to have to bother other users to change a report or change users within a report.

    • Automatically CC an address using Zoho CRM Email Templates

      Hi all - have searched but can't see a definitive answer. We have built multiple email templates in CRM. Every time we send this we want it to CC a particular address (the same address for every email sent) so that it populates the reply back into our

    • Writer update results in BitDefender blocking it as malware

      After updating Writer to latest update, Bitdefender blocked the app and writer no longer runs.

    • Is there a way to invoke deluge function from within a widget?

      Hi! I have custom functions in deluge and I was wondering whether there is any way to call this function through a widget? Something like on click of a button inside a widget, run the deluge custom function. Would this be possible?

    • Missing Import Options

      Hello, do I miss something or is there no space import option inside of this application? In ClickUp, you can import from every common application. We don't want to go through every page and export them one by one. That wastes time. We want to centralize

    • Zoho CRM Portal Field Level Permission Issue

      Hi Support Team, I am using the Zoho CRM Portal and configuring field-level editing permissions. However, we are unable to restrict portal users from editing certain fields. We have created a portal and provided View and Edit (Shared Only) access for

    • Why am I seeing deleted records in Zoho Analytics syncing with Zoho CRM?

      I have done a data sync between Zoho CRM and Zoho Analytics, and the recycle bin is empty. Why do I see deleted leads/deals/contacts in Zoho Analytics if it doesn't exist in Zoho CRM? How can I solve this problem? Thanks

    • Next Page