Year-End Wrap: Don't rewrite―Switch to Email Templates

Year-End Wrap: Don't rewrite―Switch to Email Templates

As we're half-way through December, now is the perfect time to start sending out festive greetings. Whether it is to your clients or your team, it is important that every mail is tailored to the recipient and feels genuine, which allows you to make better and meaningful connections.   
                                                      
While being busy, you can still maintain a personal touch without spending excessive time. Instead of crafting each email from scratch—a process that is time-consuming—you can take advantage of Email templates to streamline your communication.   

Email Templates to Your Rescue 

With Zoho Mail's Email templates, you can create, save, and customize emails for various purposes to suit your needs. Templates help eliminate the need to re-write similar messages repeatedly. Additionally, you can easily personalize your templates with unique touches such as the recipient's name and a lot more. This not only saves you time but also makes your recipients feel valued. Whether it's a holiday greeting or a project update, Zoho Mail's got you covered. 

Create and Manage Email templates

You can not only create standardized email templates but also insert them in the compose window as per your convenience and modify the content when required. So here's how you can create email templates:
  1. Navigate to the compose window to create a new Email template.
  2. Provide the Subject - The template name will be the same as the Subject you provide here.
  3. Type in the required email content and make the necessary formatting to the email content.
  4. Select the drop-down near Save to choose the Save Template option. 

  5. The message will be saved in the Templates folder under the All Templates category by default.
By utilizing Zoho Mail's Email templates, you can reduce the year-end rush, minimize double work, and spend more time building meaningful relationships.

    • Recent Topics

    • No Zoho Support on the weekends or after hours?

      Zoho Support is only available Monday - Friday during normal business hours. My business (as does many businesses) operates 7-days a week. Last Saturday, I had a client come in and in order for me to help her, I needed to log into CRM but to my surprise,

    • How do I overcome the 800 transaction rule limit?

      I just received a message: "You have reached the maximum rule limit of 800." I searched the documentation, and I didn't find anything about the cap or limit. I asked the ZOHO Books team if there is a way to increase the limit. Their answer was: "Please

    • Search functionality in Vault is very poor

      Hi Zoho Team Please... the search functionality is absolutely vital in Vault, particularly when it's being used by a team. It's just a fact of life that everybody has their own way of naming something, so using exact match on the Password name is horribly

    • 👋 Pessoal, como está sendo sua experiência com ferramentas de produtividade?

      Percebo que muitos usuários de soluções como Google Workspace e Microsoft 365 acabam enfrentando desafios quando pensam em migrar de plataforma, especialmente por conta de multas contratuais ou até pela complexidade em adaptar as equipes. Além disso,

    • Quais são os maiores desafios que você enfrenta ao implementar o Zoho CRM?

      Olá, pessoal da comunidade Zoho Brasil! Sou parceiro autorizado da Zoho e, ao longo do tempo, tenho notado que cada implementação de CRM traz desafios únicos, dependendo do segmento de negócio, das metas da empresa e até da familiaridade da equipe com

    • Parent - Child Ticket Twins

      I think i maybe losing my mind. Are these two completely separate parent-child ticketing functions? I think I remember adding a plugin years ago and I think I also remember seeing something about parent-child ticketing in a release notes being added.

    • Can the Comments from approval process be posted onto a module field and not on the timeline?

      I have set up approval process for the quotations module and would like for the approval comments to be posted onto a module field as opposed to me searching for the particular quote and going to the timeline section. This would also help keep tabs on

    • auto reply shopify order details in zoho desk based on order number in subject using deluge script custom function

      auto reply shopify order details in zoho desk based on order number in subject using deluge script custom function

    • Is there an ability to keep the status field unlocked while having an active blueprint?

      Hi. Is there an ability to keep the status field unlocked while having an active blueprint? Here is the case. We have a transition let's say "Ask to the customer" When we do this transition the Status is switch to "waiting for customer" But if for exemple

    • Rename Category and Sub Category fields

      Is it possible to rename the field labels for Category and Sub Category - if so can this be done at layout or department level ?

    • Thoughts on users being able to create Zoho accounts?

      For anyone who's used Zoho for a while, I'm sure you've come up against an issue where you create an account for a user, and they go ahead and sign up for a new one accidentally. Then, only they can delete the account, as it exists outside the organisation.

    • Deluge should permit a connection to be set with a variable

      Hello, Being one who occasionally likes to post code in the forums, I try to make anything that the end user needs to define be present at the very top of the script so that those who want to implement the script won't have to hunt through lines of code,

    • Bcc option in "new ticket --> send as email" disappeared

      Is it just me or did the bcc option disappear in the "send as email" option of new tickets in desk? This is very inconvenient.

    • Automated Intercompany Transaction

      Hello team - expecting a support today. I have some good experience with Zoho products as an accountant and trying to introduce the Zoho to my newly joined company. So far it's going on good except below question. I'm currently maintaining multiple companies

    • change subscription within customer portal

      Would be great for the customer to be able to change their own subscription (or restart existing one) within the customer portal. Also, would like to be able to have early termination fee on subscriptions if canceled early.

    • I'm getting an "Invalid_scope" error, even though I used an access token generated with the correct scope.

      I'm getting an "Invalid_scope" error, even though I used an access token generated with the correct scope. Here’s what I did in Postman: Generated the code to create an access token using the following URL: https://accounts.zoho.eu/oauth/v2/auth?scope=ZohoCampaigns.contact.UPDATE&client_id=<client_id>&response_type=code&access_type=offline&redirect_uri=https://1882-2-26-193-161.ngrok-free.app

    • How to Automate Form Creation and Workflow Setup in Zoho Creator?

      Does anyone have ideas on how to create a form workflow that can perform the following functions automatically when a new submission is received for the existing form? Create a new form and report Create a new page Generate a new form workflow for the

    • How can i use edit url in the html snippet dynamically using parameter ? after clicked on that value

      after clicked on that value ..  How can i use edit url in the html snippet dynamically using parameter ?  for each record their corresponding record will open..  Can we have sample url for the same ?

    • Sales without Invoice refund

      I have a sales without invoice in my stripe account from April. This is a double entry as the customer paid the invoice and that was recorded in Stripe. I cannot delete it as it was included in a VAT return. I need to remove it or refund it to balance

    • Updating sum of subform

      I encountered another problem for updating of sum of fields in a subform. on a main form (Make_claim), I have a dynamic drop down (approved_budget_purpose) list to which filters the the items display in a subform (expense_claim_history1). In the subform,

    • IP Addresses for Whitelist

      Hi,  Where can I get a list of the IP addresses I need to whitelist for accessing Zoho Desk? TIA

    • Ability to rename community tabs as own preference

      Current zoho desk community tabs unable to rename however i see it has as suitable standard for most communities But it will be more better and beneficial if possible to modify(rename) then we can use the community for various purposes and able to change them as very convenient for, various product & services various fields organizations push(add) many topics types into one community instead host several community forums or portals. Setup > Channels > Community > Preference > Topic Type This's an

    • How to a customise the support email id to our custom domain

      we need to have support email address in our custom domain email id. how to do it?

    • Enhanced Anti-Spam Capabilities for Zoho Desk

      Dear Zoho Team, We appreciate the existing feature in Zoho Desk that detects and automatically marks suspicious email tickets as spam, moving them to the spam tickets view. Additionally, the ability to auto-mark associated contacts as spam is helpful.

    • How to Associate multiple contacts with deal in Sales Inbox

      Hello, I have many deals that have multiple potential customers associated with a single deal, for example an engineer and a manager. The manager is the Deal's primary contact in CRM and the Engineer is added to the deal in the "Contact Roles" Associated

    • Trying to sort tickets in "Status" mode by age

      Struggling with an odd issue, hoping someone can help. Trying to use the basic "Status" ticket-view, but can't find the setting that will put the oldest tickets at the top of each "Status" column. I found this in other ticket-view options (classic, compact,

    • Why is Zoho Meeting quality so poor?

      I've just moved from Office 365 to Zoho Workplace and have been generally really positive about the new platform -- nicely integrated, nice GUI, good and easy-to-understand control and customisation, and at a reasonable price. However, what is going on

    • Associate all "Active" users to a newly created project... (Zoho Projects API Documentation lacking)

      Today I spent almost 3 hours trying to do something which I discovered has been asked for for over 14 years in Zoho Projects, that is when a new project is created to assign all active users to the project. My first thought was, okay this should be fairly

    • (MAJOR ISSUE?) Chat GPT integration. Wrong endpoints in API integration for embedding models.

      There seems to be a issue with the API endpoints with the ChatGPT, Zoho Flow integration. When using the model 'text-embedding-ada-002' the endpoint should be v1/embeddings but instead it's v1/chat/completions. Here's an example of the history on a failed

    • Undocumented System Variables

      Hi, The documentation that I'm aware of for Zoho Analytics system variables is found here. However, I don't see the system.timeline.date.from and system.timeline.date.to variables listed. Where can I find a list of all the system variables in Zoho Analytics

    • Top Menu Disappeared from Blog Page

      Hi, Our top menu disappeared at Blog Posts page. However, it's still visible any other page on the website. I attached two screenshots, so it can be understood clearly. How can we bring back top menu? Thanks, K.

    • UK payroll entries

      Hey guys, Nett payroll payments are imported direct into the bank, using an external payroll system (will be glad for Zoho to have a UK payroll app) At present I have monthly recurring bills for HMRC which are auto entered & paid when due. This seems

    • Calculating Active Months and Recurring Monthly Revenue

      Hi everyone, as part of my offering I have a membership community that people pay monthly for. This is hosted on Squarespace. In my Zoho CRM I have added a field for the date a person becomes in active. This means there is a "closing date" which is the

    • Accounting on the Go Series:58-Effortless Compliance: Download XML for Invoices & Credit Notes on Mobile

      Hi there! In Mexico, XML files are crucial for electronic invoicing and fulfilling SAT (Tax Administration Service) requirements. These files ensure your transactions are accurately recorded and tax-compliant. Now, you don’t need to rely on the web app

    • Zoho Developer Community Monthly Digest - November 2024

      Hello everyone! Welcome back to the November edition of the Developer Community Monthly Digest. Dive in to explore the upcoming events, hands-on training sessions, exciting product updates, insightful discussions, and more to keep you informed and inspired!

    • Process FOR loop for subform items in the order of the manual sorting

      Hi Guys, I have searched everywhere and tried everything, but I still not able to resolve one particular challenge. I have a subform in my Invoice with rows for each item. I made it so that we can change the order of the items manually. I need to be able

    • Address Input and Map Functionality Challenges in Zoho: Need Advice

      I just started using the Zoho ecosystem for my business. Everything seems to be working fine, except for the map features built into the applications. It's quite difficult to input an address when creating a new lead. Some of you might suggest using extensions

    • Accounting on the Go Series-57: Effortlessly Add and Manage Bank Accounts from the Zoho Books Mobile App

      Hi all, Great news for our users in the US and Canada! Managing your finances just got a whole lot easier. Zoho Books has always made it seamless to integrate bank accounts and fetch feeds automatically. Now, we’re taking it up a notch—directly from the

    • Foreign currency Bank Account month end revaluation

      I have a question i have 2 bank accounts one in USD and the other in EUR , how to make the month end journal entries for exchange rate revaluation , also how to maintain the exchange rates daily on Zoho books for the foreign currencies . I made transfer

    • Zoho Forms Integration with Sign

      Hi there, following recent feedback that Zoho Sign is really not very useful friendly when using a mobile device I am exploring integrations with Zoho Forms. I have managed to create a form and integrate this into Sign pretty easily when a form is just

    • Next Page