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

        All-in-one knowledge management and training platform for your employees and customers.








                              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

                                                    • Desk Community Learning Series


                                                    • Digest


                                                    • Functions


                                                    • Meetups


                                                    • Kbase


                                                    • Resources


                                                    • Glossary


                                                    • Desk Marketplace


                                                    • MVP Corner


                                                    • Word of the Day


                                                    • Ask the Experts




                                                        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 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

                                                                                                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

                                                                                                                • Ask the Expert – Zoho One Admin Track : une session dédiée aux administrateurs Zoho One

                                                                                                                  Vous administrez Zoho One et vous vous posez des questions sur la configuration, la gestion des utilisateurs, la sécurité ou encore l’optimisation de votre back-office ? Bonne nouvelle : une session Ask the Expert – Zoho One Admin Track arrive bientôt,

                                                                                                                • Write-Off multiple invoices and tax calculation

                                                                                                                  Good evening, I have many invoices which are long overdue and I do not expect them to be paid. I believe I should write them off. I did some tests and I have some questions:  - I cannot find a way to write off several invoices together. How can I do that,

                                                                                                                • Kaizen #210 - Answering your Questions | Event Management System using ZDK CLI

                                                                                                                  Hello Everyone, Welcome back to yet another post in the Kaizen Series! As you already may know, for the Kaizen #200 milestone, we asked for your feedback and many of you suggested topics for us to discuss. We have been writing on these topics over the

                                                                                                                • vendors / customers with 2 different address and gst no

                                                                                                                  Why can't we have option for more than one address and depending on the state option for more than 1 GST no. ? We have customers / vendors PAN india with different addresses and GST no. for different states.

                                                                                                                • Recurring Automated Reminders

                                                                                                                  Hi, The reminders feature in Zoho Books is a really helpful feature to automate reminders for invoices. However, currently we can set reminders based on number of days before/after the invoice date. It would be really helpful if a recurring reminder feature

                                                                                                                • Fail to send Email by deluge

                                                                                                                  Hi， today I gonna update some email include details in deluge, while this msg pops up and restrict me to save but my rules has run for one year. can you tell me how to use one of our admin account or super admin account to send the email? I tried to update

                                                                                                                • Transitions do not update fields until the record moves to next stage

                                                                                                                  We have a blueprint where a couple of stages have multiple transitions. If only some of the transitions are completed, but not all, Zoho does not update any of the fields impacted by the completed transitions. Is there any way Zoho can udate the fields

                                                                                                                • Zoho CRM - Kiosk Studio : Use action responses across your kiosks with sequential actions

                                                                                                                  Hello Everyone, Imagine building a kiosk that gives you full control over how actions are executed in later screens in that same kiosk. What if you could use data from a previous action later in that kiosk—with no interruptions or data gaps? This is exactly

                                                                                                                • Get Cliq Meetings in my O365 calendar

                                                                                                                  Hi, we are currently evaluating to replace the Teams Messaging and Meetings with Cliq. We currently still have all our email and calendars in O365. What i want to achieve is, to create a (ZOHO) meeting from Cliq and have this meeting added to my Outlook/O365

                                                                                                                • Custom Button to convert a Deal to a Custom Module?

                                                                                                                  Hello Community I am in process of building out a custom CRM for my team and part of this is looking at building out a Custom Button or function of some sort where when a Deal is marked Closed Won the system will allow for a "Convert to Job" option to

                                                                                                                • Power up your Kiosk Studio with Real-Time Data Capture, Client Scripts & More!

                                                                                                                  Hello Everyone, We’re thrilled to announce a powerful set of enhancements to Kiosk Studio in Zoho CRM. These new updates give you more flexibility, faster record handling, and real-time data capture, making your Kiosk flows smarter and more efficient

                                                                                                                • Change eMail Template for Event-Invitations

                                                                                                                  Hello ZOHO-CRM Team How I can change the eMail Template for Event-Invitations? I work with the German Version of the Free Version. I know how I can modify eMail alerts or Signature Templates, but where I can other eMails modify you send out? Thank you

                                                                                                                • Workdrive Oauth2 Token Isn't Refreshing

                                                                                                                  I have set up oauth for a bunch of zoho apis and have never had a problem with oauth. With workdrive i am using the exact same template i usually use for the other zoho apps and it is not working. All requests will work for the first hour then stops so

                                                                                                                • Migrate Your Notes from OneNote to Zoho Notebook Today

                                                                                                                  Greetings Notebook Users, We’re excited to introduce a powerful new feature that lets you migrate your notes from Microsoft OneNote to Zoho Notebook—making your transition faster and more seamless than ever. ✨ What’s New One-click migration: Easily import

                                                                                                                • How can I import OLM to Yandex Mail easily?

                                                                                                                  For migrating Mac Outlook OLM data to Yandex Mail efficiently, the Aryson OLM Converter is a reliable professional tool that ensures complete data integrity throughout the process. Unlike manual methods, which can risk inconsistent formatting or missing

                                                                                                                • Introducing Radio Buttons and Numeric Range Sliders in Zoho CRM

                                                                                                                  Release update: Currently out for CN, JP, AU and CA DCs (Free and standard editions). For other DCs, this will be released by mid-March. Hello everyone, We are pleased to share with you that Zoho CRM's Layout Editor now includes two new field formats—

                                                                                                                • Is it possible to setup bin locations WITHOUT mandating batch tracking?

                                                                                                                  Hi fellow zoho users, I'm wondering if anyone else has a similar issue to me? I only have some products batch tracked (items with shelf life expiry dates) but I am trying to setup bin locations for my entire inventory so we can do stock counting easier.

                                                                                                                • Implementing Inventory Process

                                                                                                                  I am just starting to create an inventory system through Zoho for a nonprofit. We receive in-kind donations of items for kids, and utilize them in 2 or 3 different programs. Then families come in and take the items. I'm thinking of this structure: Our

                                                                                                                • Best way to start zoho inventory with bulk openning stock

                                                                                                                  We are already using zoho book since long time for cars trading company. Now to streamline more, would like to import the excel data of closing stock of inventory to zoho inventory and to start on. Since we need to track each VIN (unique vehicle id number)

                                                                                                                • Service Reports.

                                                                                                                  Hello Team, I have a requirement to create multiple service reports for a single AP. That means, in one AP I have 5 service line items, and all line items are linked to assets. Once I complete the AP, I want to generate 5 individual service reports, one

                                                                                                                • Blueprint enhancements - Parallel and multiple transitions, and more

                                                                                                                  Last modified on Sep 4, 2023: All Zoho CRM users can now access these enhancements. Initially, these features were available only on an early access basis and by request. However, as of August 2, 2023, they have been made available to all users in all

                                                                                                                • Item Bulk Edit - Allow for Reorder Level

                                                                                                                  We're implementing a process for using the Reorder Level field for Items, and I have to go through and add this value to a huge chunk of our Items. It's driving me bonkers that I have to do this individually through the UI rather than bulk updating. It

                                                                                                                • Zoho CRM || Unable to Bulk Assignment of Territories for Contacts

                                                                                                                  Dear Zoho CRM Support Team, I hope this email finds you well. We recently performed a bulk upload of Contacts into Zoho CRM using the official sample Excel template downloaded from the CRM. The upload itself was completed successfully; however, we encountered

                                                                                                                • What's New in Zoho Inventory | August – October 2025

                                                                                                                  Hello customers, The last quarter has been incredibly productive! We've released a powerful slate of new features and enhancements in Zoho Inventory designed to give you better control, greater efficiency, and expanded functionality across your inventory

                                                                                                                • Disable Zoho Inventory Tracking / Delink Zoho Books & Inventory

                                                                                                                  We have integrated zoho inventory with zoho books? Now after a long time, we want to disable inventory tracking and delink these 2 modules. Zoho says we cant do it. Anybody else going thru the same ? Any possibility at all? Why does zoho not allow to

                                                                                                                • Tracking Non-Inventory Items

                                                                                                                  We have several business locations and currently use zoho inventory to track retail items (sales and purchase orders). We were hoping to use zoho inventory to track our non-inventory items as well (toilet paper, paper towels, etc). I understand that we

                                                                                                                • Price Managment

                                                                                                                  I have been in discussions with Zoho for some time and not getting what I need. Maybe someone can help explain the logic behind this for me as I fail to understand. When creating an item, you input a sales rate and purchase rate. These rates are just

                                                                                                                • Set Warehouse based on Vendor

                                                                                                                  Greetings. I would like to set automaticaly the Warehouse based on the Vendor. Context: I am working on an adaptation of a Purchase Order to be used as a Quotation. I have defined that when a user has to raise a quote the Vendor will be "PROCUREMENT" I would like to set the Warehouse to a predefined value when "PROCUREMENT" is set as Vendor. I have tried to do with the Automation feature using the Field Update option, but Warehouse does not is listed as a field. Can you help? Thanks in advance.

                                                                                                                • How do I save audio files to my PC that I record into Zoho Notebook from my phone?

                                                                                                                  I was thinking of using Zoho Notebook as a way to store composition ideas, as well as for other things if it can handle this. For this to be useful for me though, I need to be able to have an easy way to download those audio files to my PC, either individually

                                                                                                                • Search mails in shared mailbox

                                                                                                                  Hi everyone, is there a way to search mails in shared mailbox's? Search in streams or mail doesn't return anything from mails in shared mailboxes. Thanks! Rafal

                                                                                                                • Zoho Landing Page "Something went wrong" Error

                                                                                                                  Hello, Every time I try to create a new landing page, I receive a "Something went wrong" error with no explanation. I cannot create any new pages, which means we cannot use this application. I did create one landing page successfully over a month ago,

                                                                                                                • Writing SQL Queries - After Comma Auto Suggesting Column

                                                                                                                  When writing SQL Queries, does anyone else get super annoyed that after you type a comma and try to return to a new line it is automatically suggest a new column, so hitting return just inputs this suggested column instead of going to a new line? Anyone

                                                                                                                • Sync your Products Module for better context.

                                                                                                                  In customer support, context is everything. The integration between Zoho Desk and Zoho CRM helps your sales and support teams function as one, delivering better customer experiences. With the latest update to this integration, you can now sync the Product module in your Zoho CRM with your Zoho Desk portal. This feature enables products from Zoho CRM to reflect in the "product" field in Zoho Desk. This can save your support team valuable time and effort.    Some things to note when syncing the two:

                                                                                                                • Where is the desktop app for Zoho Projects???

                                                                                                                  As a project manager, I need a desktop app for the projects I manage. Yes, there's the web app, which is AWESOME for cross browser and platform compatibility... but I need a real desktop app for Projects that allow me to enter offline information where

                                                                                                                • CRM verify details pop-up

                                                                                                                  Was there a UI change recently that involves the Verify Details pop-up when changing the Stage of a Deal to certain things? I can't for the life of me find a workflow or function, blueprint, validation rule, layout rule ect that would randomly make it

                                                                                                                • Does Zoho Writer have Dropdowns

                                                                                                                  I want to add a drop down field in Zoho writer. Is this possible?

                                                                                                                • openUrl in blueprints

                                                                                                                  My customer wants to open a URL at the end of a blueprint transition. Seems this isn't possible right now but it would be very useful. In this thread, https://help.zoho.com/portal/en/community/topic/openurl-not-working the Zoho agent said that it's logically

                                                                                                                • Dropshipping Address - Does Not Show on Invoice Correctly

                                                                                                                  When a dropshipping address is used for a customer, the correct ship-to address does not seem to show on the Invoice. It shows correctly on the Sales Order, Shipment Order, and Package, just not the Invoice. This is a problem, because the company being

                                                                                                                • Prepayment of a sales order

                                                                                                                  How does everyone handle this common (at least it is common for us!) situation? We require all our orders to be fully prepaid before shipment since we manufacture made to order, custom products. Since ZOHO does not allow a sales order to be prepaid, we are forced to create an invoice at the time an order is placed to allow the customer to pay it. Our sales category is therefore skewed, since the sale was actually booked at the time an order was placed, rather then at the time it is shipped, which

                                                                                                                • Access to Specific Zoho Desk layout for external parties

                                                                                                                  Hi, We have a partner who handles for us sales requests from specific markets. He is not a Zoho Desk user. But we want him to b part of a specific Zoho Desk layout to handle inquiries.  How to achieve it in the easiest way possible?

                                                                                                                • Next Page