Email templates in CRM are now responsive on desktop and mobile devices

Email templates in CRM are now responsive on desktop and mobile devices

Dear All,
We're thrilled to announce that the email templates in Zoho CRM now follow responsive design for both desktop and mobile.

Responsive design refers to a method in which pages are designed to render well on all devices, whether it's your desktop, mobile, or tablet. Most web pages and multimedia content you view today on the internet are responsive—meaning they adapt to the device you're viewing them on. Similarly, in Zoho CRM, we've made our email templates responsive.

Until now, you could create templates that were optimized only for desktop clients and weren't responsive to mobile email views. You had the option to preview templates and make changes in the design elements to align manually.
The latest enhancements ensure that the templates you create will be automatically optimized for the convenience of your customers every time they open the various business emails you send them, irrespective of the platform they use. They can check your emails immediately, on the go, without having to switch to their desktop devices every time—and still get the same experience that you wish them to have.
For existing templates, the responsive feature will be effective once you edit and save them again. In line with the responsive template, we have introduced two new options for template preview—Mobile and Desktop, to quickly check the responsive functionality of your emails.

You'll have the option to switch between the template's preview from mobile to desktop and vice versa in the following places:
  1. The template preview on Template Builder page.

  2. The template preview page on template list page.

  3. The template preview on template selection page.

Please note the following:
  • This responsive functionality is available by default for the templates created in the drag-and-drop editor and HTML editor. But if you've used your own HTML code to create a template, you should insert the media query in the style tag for it to be responsive.
  • This responsive functionality will apply to the newly created templates. For existing templates, you should edit and save to apply the functionality. 
UI Enhancements:
The Send Test Email button has been relocated to the top-right corner of the pop-up.

Additional Enhancements:
To send test emails after creating or editing an email template, we have now provided the option to add up to five of your CRM users. You can add them on the Send Test Email pop-up screen.

Read more about email templates on our help pages: Creating email templatesUnderstanding email template builder.
P.S. These enhancements are now live for all users in all DCs.

      Zoho Marketing Automation
            • Sticky Posts

            • Minor enhancement in sending surveys via Zoho CRM

              Dear All, Hope you are well! We are here with a quick update on Zoho Survey-CRM integration. Let's get into the details! Survey is a great channel to obtain information from your prospects and customers in one go. Business activities like lead qualification,
            • Introducing Zia's Customer Churn Prediction

              Dear All, Hope you are well! We have an exciting new feature added to Zia's Prediction capabilities. Let's learn more! Businesses, even after spending a lot of money on customer acquisition, sometimes struggle to retain those acquired customers. While
            • New Actions in Workflow rules - Schedule a Call & Add Meeting

              Dear All,   Greetings!   We've come up with some exciting updates to actions in Workflow rules. As you might know, Workflow rules help you to automate your follow-up processes without any manual intervention.   Presently, to orchestrate sales cadence,
            • Introducing Multiple Sandbox Types and Support for Module's Data Population

              Register here for the upcoming Focus Group webinar on Multiple Sandbox | Help documentation to learn more about the new enhancements Hello everyone,  Sandbox in CRM is a testing environment for users to create and test new configurations like workflow
            • Track and monitor sales activities with the all new Tasks, Calls, and Meetings modules

              This change will be available soon to all organizations. Hello everyone! Sales activities provide more context for where each deal is headed, helping sales reps to focus on accelerating the customer journey and close the deal. That is why it is critical

            Zoho Pagesense Resources

              Zoho SalesIQ Resources

                    Zoho TeamInbox Resources

                      Zoho DataPrep Resources

                        Zoho CRM Plus Resources

                          Zoho Books Resources

                            Zoho Subscriptions Resources

                              Zoho Desk Resources

                                Zoho Projects Resources

                                  Zoho Sprints Resources

                                    Qntrl Resources

                                      Zoho Creator Resources

                                        Zoho WorkDrive Resources

                                            Zoho Campaigns Resources

                                              Zoho CRM Resources

                                                    Design. Discuss. Deliver.

                                                    Create visually engaging stories with Zoho Show.

                                                    Get Started Now