How to customize HTML email templates that impresses your audience: Part 2

How to customize HTML email templates that impresses your audience: Part 2

In the first part of the series, we covered basic customization of emails. We learned how to edit text and use variables. We also learned how to add your logo.

In this part, we will focus on the next level of customization where we will tinker with some HTML code. As long as you can copy paste text, we will make through this without learning knowing what HTML stands for.

We will learn how to add
  1. Logos
  2. Working with images
  3. Fonts
  4. Background colors
We recommend you to read through the notes first.



1. How to replace Zoho logos with your brand logo  

Estimated Completion Time - less than 20 minutes
  • Log in to Zoho Bookings. Navigate to the email template you wish to edit. (Services > Service Notifications)
  • Click on the HTML button among the formatting tools. Now click Ctrl + F (Windows) or Command + F (MacOS). A search bar will pop up.
  • Now type in 'src' without quotation marks and hit enter.
  • You'll find that src shows up in two places; The first src points to the Zoho Bookings logo, and the second to Zoho Logo.
  • Copy the image URL from your website or Imgur.



Voila! You have successfully inserted your brand logo into your email template.

2.  Working with images

Note - By now, you should have replaced the default link with your logo's link.

a. To alter the height and width of your images  

  • The first step is to locate the image tag in the HTML code.
  • Log in to Zoho Bookings.
  • Navigate to the email template you wish to edit. (Services > Service Notifications)
  • Click on the HTML button among the formatting tools.
  • Search for 'src.'
  • The following is the default Zoho bookings logo tag. Note that the link you see will differ from the below link if you already changed your logo.
  • Change the numbers to alter the width.
  • To change its height, insert the following code at the end of it.
  1. height = __
Like this
Here is another example of how to adjust height and width. We are trying to adjust it for the default Zoho logo. You can apply the same for your image as well. In our example the width and height are not provided.
No worries, we can add them manually.
  1. height = __ width = __
The code will look like this after adding height and weight.
  1. <img style='padding-top: 3px;' src='https://zoho.com/sites/default/files/bookings/imagesemail/zoho.png' height = 100 width = 80>

b. Aligning the images left or right   

  1. The first step is to locate the image tag in the HTML code.
  2. Log in to Zoho Bookings.
  3. Navigate to the email template you wish to edit. (Services > Service Notifications)
  4. Click on the HTML button among the formatting tools.
  5. To align the image, right/left or center, search for the following text.
  1. <td style='vertical-align: middle;' align='right'>
You can find it in two places. Instead of left, you can put it as right and vice versa. Center alignment works well only when you have a single logo. Refer to the following video to learn more about this.



3. Changing Fonts    

Fonts help you to be consistent with your brand next to Logos. To change your fonts and background colors,
  • Log in to Zoho Bookings.
  • Navigate to the email template you wish to edit. (Services > Service Notifications)
  • Click on the HTML button among the formatting tools.
  • Click Ctrl + F. Type in 'font-family' (without quotes) inside the text box. You'll find something like this.
  1. font-family: 'Open Sans','Trebuchet MS',sans-serif;
  • There are three things here. Two specific fonts(Open Sans, Trebuchet MS), and the third one is the font family (sans-serif).
  • To ensure maximum compatibility between operating systems and browsers, follow the below format. Read more about it here.
  • To replace the font, type in the font name of your choice. I wish to have Times New Roman as my first font and Montserrat as my backup. If this were the case, I would change my code to this.
  1. font-family: Montserrat,'Helvet',sans-serif;

Font Notes

  • If your fonts have spaces in your font names, put them between quotes. Ex: 'Times New Roman.'
  • For font families with multiple words, you should use '-.' Ex: sans-serif
  • Font changes don't dynamically reflect on your email template in bookings like background colors, or logo sizes. However, these changes apply to outgoing emails. (Refer to video)
  • We recommend you stick to system fonts and families for better compatibility between different browsers and operating systems. Here are a few of those.
auto
inherit
revert
ui-rounded
cursive
initial
sans-serif
ui-sans-serif
emoji
math
serif

fangsong
monospace
system-ui

fantasy
none
ui-monospace

4.  Changing Background Colors

Estimated Completion Time - 20 minutes

To change the email's background  

  • Click Ctrl + F (in windows) or Cmd + F (in mac).
  • Now type in 'background: #fff' in the search box without quotes. (Note - there is a space between ':' and '#')
  • Instead of the three letters, you can type in the color code of your choice
  • You can also verify this guide to change the email template's colors - Link

To change the background of the whole email

  • Click Ctrl + F (in windows) or Cmd + F (in mac) and search for
  1. .zb-email-success{background:#F2F1F7;
  • Instead of the six-letter code, you can insert a color code of your choice.
  • To find the color code of your website, you can upload screenshots of the color you are trying to replicate from your website to this site - Color Picker Online.
  • The above process works for 'Booked', 'Rescheduled', 'Marked as Completed', and 'Marked as Noshow' emails
  • To change the BG color of cancelled emails, search for
  1. .zb-email-cancel{background:#F9F0F1;

Notes

Sometimes you might not be comfortable working with the in-built editor.

In those cases, use online editors like codepen.io. Once you make the changes, paste the code into Zoho Bookings Dashboard. Refer to the following video to learn more about it. As soon as you enter codepen.io. Hit save. The first save alone is manual. The rest are automated.


If you haven't taken a backup yet, check out the following video to take one.


What if you make mistakes?

If at any point you wish to revert to your default template, copy the backup from the text document you have created and paste it back there. However, don't worry if you've failed to create a backup. 
  • Create a dummy service.
  • Now navigate to services > service notification > configure.
  • Now copy the entire HTML code without changing anything.
  • Now navigate back to the broken template.
  • All you have to do is to click paste and hit save.
  • Voila! Your default template is back.
  • Before editing your template, please take a backup.
  • Note - If you made mistakes in the customer's booked template, please copy the same template and replace it accordingly.


Conclusion

While we understand that our HTML editing interface isn't for everyone, our engineers are working hard to make it so.

Meanwhile, these are other methods of editing HTML templates. In part three, we will explore ways to supercharge our email templates.

I want to try this!



    Access your files securely from anywhere

          Zoho Developer Community

              Bootcamp
              Community
              Pricing
              Webinars
              What's New
              Integrations
              Contact Support
              Contact Sales

                Zoho Survey Resources
                  Features
                  Survey Templates
                  Integrations
                  Community
                  iOS Mobile Surveys
                  Pricing
                  Android Mobile Surveys
                  Insurvey Blogs
                  Insight Blogs
                  Tips & Tricks





                                Latest Feature Updates


                                    Zoho Desk Resources

                                    • Desk Community Learning Series


                                    • Digest


                                    • Functions


                                    • Meetups


                                    • Kbase


                                    • Resources


                                    • Glossary


                                    • Desk Marketplace


                                    • MVP Corner


                                    • Word of the Day




                                        Zoho Marketing Automation
                                          Zoho SalesIQ Resources


                                                Manage your brands on social media
                                                Access Zoho Social

                                                  Zoho Pagesense Resources


                                                      Zoho TeamInbox Resources

                                                        Zoho DataPrep Resources



                                                          Zoho CRM Plus Resources

                                                            Zoho Books Resources


                                                              Zoho Subscriptions Resources

                                                                Zoho Projects Resources


                                                                  Zoho Sprints Resources


                                                                    Qntrl Resources


                                                                      Zoho Creator Resources



                                                                          Zoho Campaigns Resources


                                                                            Zoho CRM Resources

                                                                            • CRM Community Learning Series

                                                                              CRM Community Learning Series


                                                                            • Kaizen

                                                                              Kaizen

                                                                            • Functions

                                                                              Functions

                                                                            • Meetups

                                                                              Meetups

                                                                            • Kbase

                                                                              Kbase

                                                                            • Resources

                                                                              Resources

                                                                            • Digest

                                                                              Digest

                                                                            • CRM Marketplace

                                                                              CRM Marketplace

                                                                            • MVP Corner

                                                                              MVP Corner





                                                                                Design. Discuss. Deliver.

                                                                                Create visually engaging stories with Zoho Show.

                                                                                Get Started Now


                                                                                  Zoho Show Resources


                                                                                    Zoho Writer Writer

                                                                                    Get Started. Write Away!

                                                                                    Writer is a powerful online word processor, designed for collaborative work.

                                                                                      Zoho CRM コンテンツ






                                                                                        Nederlandse Hulpbronnen


                                                                                            ご検討中の方





                                                                                                  • Recent Topics

                                                                                                  • Meetups Gratuitos Junio 2024 - Profundiza en las funcionalidades de tu Zoho CRM

                                                                                                    Este junio, aprende a sacar el máximo provecho de tu Zoho CRM en la segunda edición de los Zoho Meetups 2024. Los días 18 a 21 de junio, Zoho organiza los Meetups gratuitos para usuarios de Zoho CRM en Valencia, Barcelona, Madrid y Sevilla, donde expertos

                                                                                                  • How to get the Dashboard page to be the first page when you open the app

                                                                                                    So when it opens on a tablet or phone it opens on the welcome page, thanks.

                                                                                                  • Integration between Zoho CRM and Zoho WorkDrive

                                                                                                    I'd like to search Zoho for an invoice I've added as an attachment (pdf) to an account. The name of the invoice is 1388-advertiserx-July.pdf - but I can't find it using the search function for any of these terms: 1388 1388-advertiserx 1388-advertiserx-July.pdf

                                                                                                  • Tip #17: How to mandate partial payment for your appointments

                                                                                                    When you require partial payments during the booking process, customers can only schedule with you after paying a certain amount in advance. This deposit acts as a commitment between both parties. Apart from that, it has many more advantages. Benefits

                                                                                                  • Why option for 'include form submission in the body of the email' check box is missing

                                                                                                    Hi In all our forms we have configured an <Email Notification> (<Rules> <Form Rules>) In some forms, there is an option to <include form submission in the body of the email> in the <Additional Options> section, however, this option is not available in

                                                                                                  • no puedo recibir correos

                                                                                                    Hola, en la cuenta de la empresa desde hace unos tres días dejamos de recibir correos y no hemos realizado ningun cambio de configuracion, requerimos asistencia urgente por favor

                                                                                                  • NO PUEDO RECIBIR CORREOS EN MI CUENTA ZOHO MAIL

                                                                                                    LO QUE SI PUEDO HACER ES ENVIAR CORREOS PERO NO PUEDO RECIBIR CORREOS. Y LA CONFIGUIRACION DE MI DNS YA ESTA CORRECTA Y APUNTAN A ZOHO PERO AUN ASI NO PUEDO RECIBIR  NECESITO AYUDA URGENTE YA QUE EN MEXICO NO HAY FORMA DE COMUNICARNOS VIA TELEFONIA CON

                                                                                                  • Mozilla Vault extension will not Unlock even once.

                                                                                                    I have been using the Vault extension in Chrome based browsers for years, yet after installing the Mozilla Extension in Firefox, it will not unlock. Initially it did redirect me to log into my account, and then enter the master password. However, it did

                                                                                                  • Unable to Download CRM Contact Data: WorkDrive Integration Issues

                                                                                                    ## Problem Description We need to let users download contact information from CRM as CSV files to their local computers. Since we couldn't implement a direct download option, we're trying to use WorkDrive as a workaround - but we're encountering issues

                                                                                                  • Sort mail by name and subject

                                                                                                    I don't see sort function on columns FROM and Subject. I see only sort functio by date. Could add it ?

                                                                                                  • Zoho Creator monthly roundup - September 2024

                                                                                                    Hello all, We're back with an exciting set of new features and enhancements that will elevate your Creator experience even further. In case you missed it, we’ve recently revamped our Product Roadmap page, now with a refreshed design and showcasing all

                                                                                                  • Kiosk Studio Session #1: View paid customers in the same industry

                                                                                                    Update | 15 Oct 2024: Session #2 is now available here! Hello everyone! We're excited to launch our new series of posts on Kiosk Studio today. Called Kiosk Studio Sessions , these posts will be packed with actionable ideas to help you get the most out

                                                                                                  • Issues hosting Zoho Desk Web Form on SharePoint and/or Power BI

                                                                                                    Zoho Desk onboarding support has no experience with embedding their web form in either SharePoint or Power BI. Microsoft states that SharePoint and Power BI only support iframe HTML. And unfortunately, the web form embed code that Zoho generates is not

                                                                                                  • "Send with Zoho Sign" broken

                                                                                                    Our company uses hyphens in our file name conventions. Our users have been sending the files from other modules with the "Send with Zoho Sign" shortcut in the upper right buttons. Since around June 10, 2024, this stopped working. Our users can send the

                                                                                                  • Not able to change colors help center

                                                                                                    Hi. How can I change the orange color in the help center? You can change everything besides this font color And how can I remove the part on the bottom?

                                                                                                  • Transform Numeric Values using st, nd, rd, th or Convert Numerals to Ordinal Form - Deluge

                                                                                                    Please Use this sample Code This_Day_Date = zoho.currentdate.toString("dd"); value1 = "th"; if(This_Day_Date.right(1) ="1" && This_Day_Date != "11") { This_Day_Date = This_Day_Date+" "+"st"; } else if ( This_Day_Date.right(1) = "2" && This_Day_Date !=

                                                                                                  • Kaizen #166 - Handling Query Variables in Zoho CRM

                                                                                                    Hello, Code Enthusiasts! Welcome to another week of Kaizen! This week, we'll dive into handling variables in Zoho CRM Queries and see how they can be deployed in Kiosk to dynamically retrieve data. This technique is especially useful for integrating data

                                                                                                  • Automate User Invitations on Zoho Desk with API

                                                                                                    Automate User Invitations on Zoho Desk with API Hello Team, We are excited to announce that you can now automatically invite users to the Zoho Desk portal using the API! ### How It Works For example, when a contact is created in Zoho Desk and you enable

                                                                                                  • Is there a way to add clients who don't have organisation in Zoho Books/Payroll/Expense ?

                                                                                                    The Zoho Practice software is only allowing a total of 15 such clients who are not organisations in Zoho Books/Payroll/Expense. i.e. 5 organisation in each of the software by creating a new organization for them and adding the accountant as the admin

                                                                                                  • Email with attachments saving attachments into Zoho CRM from Zoho Mail

                                                                                                    Hi, I get a lot of emails from prospective clients asking if we would bid their project. Those projects usually have many documents associated with them that I link to.  I would like to have those documents be saved as an attachment in my Potential or Contact or Account. I don't see a way to do that that isn't multi-step. As of now I do the following: 1.) Open email 2.) If email sender isn't in my Zoho CRM database I enter them creating a Potential 3.) I download the attachment and save it to a different

                                                                                                  • Fixed assets recording

                                                                                                    Hello there, I recorded a bill for a vendor contain (Computer) so the PC is a fixed assets, do I need to do a manual journal to include this PC under the fixed assets category (furniture & equipment)? If yes, please take me through the manual journal

                                                                                                  • Multi-Select lookup field has reached its maximum??

                                                                                                    Hi there, I want to create a multi-select lookup field in a module but I can't select the model I want the relationship to be with from the list. From the help page on this I see that you can only create a max of 2 relationships per module? Is that true?

                                                                                                  • Zoho Sheet-Pulling in Data

                                                                                                    I have a module where we track POs, Bills etc (its easier for us this way). In this PO Module, we have a task related to a Job/Deal and various fields for costs. A Supplier on a Job might have several POs in this module for the job. I want to generate

                                                                                                  • Can't get ZFS file ID of a field via specific module record

                                                                                                    I have a `fileupload` field on a custom module that I need to replace the file for but I don't know how to get the ZFS ID from the module record. # Getting the current fileupload GET https://www.zohoapis.eu/crm/v7/<MODULE>/<ID> # Response { data: [{ //

                                                                                                  • Contemplating moving my site from WordPress to Zoho Sites

                                                                                                    Hi Everyone, We currently find ourselves in a situation where we ant to review and update our current sites content. We are small business owners, not developers. We currently use a wide range of Zoho products. We sometimes think about the possibility of either moving or just starting from scratch on Zoho Sites. I would like to know if anyone has done this and of course the things that need to be considered. We have spent quite a bit of time getting our current site positioned organically and I guess

                                                                                                  • Multiple Salesperson against an invoice

                                                                                                    Hello, Against a particular invoice, we have multiple sales people working. The reason we combine the invoice is becuase we are an exporter and often consolidate cargo for our customer to save them freight costs. How do I capture the contribution of each

                                                                                                  • Allow a brand to connect multiple facebook pages at the same time

                                                                                                    Our company have multiple facebook pages to represent, every branch, right now we can only link one facebook page, so we can only recive messages from one branch. It would be nice to be able to connect all pages.

                                                                                                  • Whatsapp reply not reflected under Tickets for offline agent

                                                                                                    Hi, We are encountering a situation where WA response from customer is not reflected under tickets (if the agent handling the case previously is not active due to off day/ MC). The ticket will remain in the offline agent's queue until agent is back to

                                                                                                  • Select CRM Custom Module in Zoho Creator

                                                                                                    I have a custom module added in Zoho CRM that I would like to link in Zoho creator.  When I add the Zoho CRM field it does not show the new module.  Is this possible?  Do i need to change something in CRM to make it accesible in Creator?

                                                                                                  • Send Whatsapp with API including custom placeholders

                                                                                                    Is is possible to initiate a session on whatsapp IM channel with a template that includes params (placeholders) that are passed on the API call? This is very usefull to send a Utility message for a transactional notification including an order number

                                                                                                  • Increase Round Robin Scheduler Frequency in Zoho Desk

                                                                                                    Dear Zoho Desk Team, We hope this message finds you well. We would like to request an enhancement to the Round Robin Scheduler in Zoho Desk to better address ticket assignment efficiency. Current Behavior At present, the Round Robin Scheduler operates

                                                                                                  • Separate One-Time Mentions from Ongoing Ticket Following in Zoho Desk

                                                                                                    Dear Zoho Desk Support Team, We are writing to request an enhancement to the mention functionality within Zoho Desk. Currently, when an agent is mentioned in a ticket, they receive notifications for all subsequent activity on that ticket, similar to being

                                                                                                  • Mass update Accounts in Zoho Desk

                                                                                                    We used the integration feature to bring in all of our accounts from Zoho CRM. While all of the names and links are in place, on the Zoho Desk side the email, phone, website, and address fields are blank. By going into each account I can select "Update

                                                                                                  • Vivaldi will not open the Zoho Mail app when I click a email link in the browser

                                                                                                    I'm running Vivaldi on Arch with the Plasma desktop and have under default applications Zoho Mail set as my default email client. Whenever I click a email link in Vivaldi I get the below when it should be launching Zoho. Any ideas on rectifying this issue?

                                                                                                  • Digital publisher

                                                                                                    Kinetic Digital Publisher provides comprehensive digital publishing services, including eBook creation, formatting, cover design, and marketing. We help authors publish and promote their work across online platforms with ease.

                                                                                                  • Time Zone Correction with Daylight Savings Time

                                                                                                    Hey, I'm writing a series of reports where the source data is synced from an external source which stores the date/time information in GMT, but I want the reports to be in local time. Now, I understand there is the CONVERT_TZ function which allows me

                                                                                                  • Load form in iframe without header

                                                                                                    I am trying to load a form into an iframe without the header, but I am not having any luck. I am using openUrl() to load the iframe with the form URL and zc_Header set to false, e.g. #Form:Add_Case?zc_Header=false but it is still loading the header. Any

                                                                                                  • Filter embedded report

                                                                                                    How to filter embedded report in a page, below code is not working. dateField => startDate & dateField=< endDate The report should print on page containing records from startDate to endDate. params='zc_Header=true&amp;Service_Date__gte=<%=startDate%>&amp;Service_Date__lte=<%=endDate%>'

                                                                                                  • Creator Simplified #5: Set file upload restrictions in Zoho Creator

                                                                                                    Hey Creators, Welcome to the next post in the Creator Simplified series. Today, we’ll explore how to implement file upload restrictions to limit user submissions to specific file types. By implementing an allowed list for file uploads, you can optimize

                                                                                                  • Field Type: Address, Change District/State to Dropdown with picklist??

                                                                                                    Using the Address Field type, is there a way to make the District/State field be a dropdown with a picklist so the users can select rather than type the state name every time? I know this can be done if I use a drowdown field for the State (or entire address information), but that isn't as tidy as using the address field type. I apologize if this is a duplicate. I posted this question the other day, or so I though. Can't find that post.

                                                                                                  • Next Page