How to customize HTML email templates that impresses your audience: Part 3
Crafting Remarkable Email Templates
In the first two parts of the series, we learnt to make text based edits, use variables, add logos and a lot more. Here are the links to the first and the second parts of the series if you've missed it.
We did not exploit the real potential of Zoho Bookings email customization feature in them. You can design a completely new email template that represents your brand in every way. Check out the below sample email.
To do that, you need to know HTML or take help from someone who knows it. That is not the case with our users. So, we are suggesting a shortcut. There are online tools where you can choose an email template, tweak the code (as we discussed in the second part) and download its html code. Import that code to Zoho Bookings' email editor and you have the best email template you need.
For this article, we have used one of those tools named Beefree.
For this article, we have used one of those tools named Beefree.
Using Beefree to edit your email templates
Estimated Completion Time - less 20 minutes
Notes
- Beefree is one of several editors in the market. Feel free to use an editor which is comfortable for you.
- You can create up-to ten different HTML templates in the free plan.
- *IMPORTANT* Hosting images on beefree consumes bandwidth. In the free plan, you get 50 GB. Your beefree account gets locked if you cross the limit. Go through this document to see if 50 GB is sufficient for you.
- It is mandatory to sign up with a business email. If you don't have one, create one here.
- In the FREE plan you'll have 'Powered by BEE' branding at the bottom of your email templates. You can only remove this with a premium subscription.
Steps
- Login/Sign up for a Beefree.io account with your business email.
- Now click on create new.
- Click on 'Create a new email.'
- You can start from scratch or pick a pre-designed template to tailor it to your needs.
- Make your changes accordingly.
- Embed all the required details you wish the customer to know. Refer to the table below
- After your customizations, check if 'Saved' text appears. Now click on Exit.
- You'll be prompted to export once you exit. If a pop up doesn't show, click on the export button.
- Click on the 'Copy the HTML.'
- Click on 'Copy the HTML code.'
- Navigate to Zoho bookings' HTML editing dashboard, paste it and click 'Save'.
- Refer to this video for a step by step guidance.
Additional notes: Variable Names and IDs that you can embed in your email.
Variable Name | Variable ID |
Business | |
Business Name | %businessname% |
Business Contact Number | %businesscontactnumber% |
Staff | |
Staff Name | %staffname% |
Staff Email | %staffemail% |
Staff Contact Number | %staffcontactnumber% |
Staff Timezone | %stafftimezone% |
Service | |
Service Name | %servicename% |
Service Description | %service_description% |
Appointment | |
Appointment ID | %appointmentid% |
Appointment Time | %appointmenttime% |
Appointment From Time | %appointmentfromdate% |
Appointment From Date | %appointmentfromtime% |
Appointment To Date | %appointmenttodate% |
Appointment To Time | %appointmenttotime% |
Appointment Old From Date | %oldappointmentfromdate% |
Appointment Old From Time | %oldappointmentfromtime% |
Appointment Old To Date | %oldappointmenttodate% |
Appointment Old To Time | %appointmenttotime% |
Booking ID | %invoiceid% |
Booking Summary URL | %invoicesummaryurl% |
Booking Timezone | %customer_booking_time_zone% |
Booking Start Time | %customer_booking_start_time% |
Appointment Reschedule URL | %rescheduleurl% |
Appointment Cancel URL | %cancelurl% |
Booknow Link | %booknowlink% |
Notes | %notes% |
Customer | |
Customer Name | %customername% |
Customer First Name | %customer_first_name% |
Customer Last Name | %customer_last_name% |
Customer Email | %customeremail% |
Customer Contact Number | %customercontactnumber% |
Video Conferencing | |
Meeting Info | %meetinginfo% |
Meeting Key | %meeting_key% |
Meeting Joinlink | %meeting_joinlink% |
Meeting Startlink | %meeting_startlink% |
Conclusion
In this three-part series we have learnt how to
- Edit text in emails
- Change background, font colors, add logos
- Revamp your entire HTML email templates using beefree.
We hope that you found this guide useful. If you have any queries, feel free to drop them in the comments.
Check out the other appointment notification templates that we have designed.
Access your files securely from anywhere
New to Zoho Recruit?
Zoho Developer Community
New to Zoho LandingPage?
Zoho LandingPage Resources
New to Zoho Survey?
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Bigin?
Topic Participants
Siva
New to Zoho TeamInbox?
Zoho TeamInbox 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
Design. Discuss. Deliver.
Zoho Show Resources
Get Started. Write Away!
Writer is a powerful online word processor, designed for collaborative work.
Zoho CRM コンテンツ
-
オンラインヘルプ
-
Webセミナー
-
機能活用動画
-
よくある質問
-
Ebook
-
-
Zoho Campaigns
- Zoho サービスのWebセミナー
その他のサービス コンテンツ
Nederlandse Hulpbronnen
ご検討中の方
Recent Topics
"Pivot Table" Conditional Formatting
Team, I there a way to use conditional formatting a "Pivot Table" report? Thanks, Arron Blue Pumpkin Hosting | Solutions Made SimpleHow many clients can be added to Zoho Practice?
How many clients can be added to Zoho Practice without having their zoho app?Stage History
when viewing a ticket , and you look at stage history tab (kanban view) and look at the stage duration column in days, it shows the current stage of the ticket as " current stage ". Should it not rather show the amount of days it has been in that currentAutomating Ticket Responses Using Zoho Desk's AI Features
We’re looking to set up an automation within Zoho Desk that can analyze incoming emails or tickets and automatically respond with relevant knowledge base articles based on the content of the request. Could you please guide us on how to configure thisOptimising CRM-Projects workflows to manage requests, using Forms as an intermediary
Is it possible to create a workflow between three apps with traceability between them all? We send information from Zoho CRM Deals over to Zoho Projects for project management and execution. We have used a lookup of sorts to create tasks in the past,Service locations are tied to contacts?
Trying the system out. And what I discovered is that it seems that the whole logic of the app is, I'd say, backwards. There is a Customer - a company. The company has contact persons and service locations can be associated with different contact persons.Enhancements to Zoho Map integration tasks
Hello everyone, We're excited to announce enhancements to the Zoho Map integration tasks in Deluge, which will boost its performance. This post will walk you through the upcoming changes, explain why we're making them, and detail the steps you need toBug in Total Hour Calculation in Regularization for past dates
There is a bug in Zoho People Regularization For example today is the date is 10 if I choose a previous Date like 9 and add the Check in and Check out time The total hours aren't calculated properly, in the example the check in time is 10:40 AM checkNarrative 12: Sandbox - Testing without the risk
Behind the scenes of a successful ticketing system: BTS Series Narrative 12: Sandbox - Testing without the risk What is a sandbox environment? A sandbox environment is a virtual playground that allows you to test freely and experiment with various elementsAnnouncing new features in Trident for Mac (1.27.0)
Hello everyone! Trident for macOS (v1.27.0) is here with new features and enhancements to improve scheduling and managing your calendar events. Let's take a quick look at them. Stay aligned across time zones. Both the scheduled and original time zonesSlow uploads of large files
I'm wanting to use Workdrive for transferring large images and video (we're talking things from 100MB-5GB). I'm running solo on a 500MBit/sec fiber connection. I'm getting upload speeds to Workdrive of no more than about 1-3Mbytes/sec when going throughMigrate 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 importneed to upload from airtable to google drive
I have a zapier zap that automates between airtable and google drive. When a customer uploads a new file into airtable via a client portal interface, zapier uploads that file into a folder linked to that customer's project record. I need to replicateCan't delete functions that are associated with deleted workflow rules
We have a handful of functions that were once associated with a workflow rule, but the rule has been deleted. The function still thinks it is associated so I can't assign it to a new rule. It is starting to get really messy because we have a list of functionsDefault Sorting on Related Lists
Is it possible to set the default sorting options on the related lists. For example on the Contact Details view I have related lists for activities, emails, products cases, notes etc... currently: Activities 'created date' newest first Emails - 'createdCredit Management: #1 Credit You Owe vs Credits Owed to the Business
Think about the last time you ordered food online. You might have paid in advance through your card, but you received a $20 refund because your order got delayed or cancelled. In most apps, refunds don't go into the bank account directly; instead, they'reTip #46- Turn Every Session into an Insight with Zoho Assist survey report- 'Insider Insights'
Delivering exceptional remote support isn’t just about resolving issues, it’s about understanding how both customers and technicians experience each session. That’s where Survey Report in Zoho Assist come in. You can configure and customize survey questionsCRM/Bookings integration edits Contact names
Hi there, I've installed the extension that connects Zoho CRM and Zoho Bookings. When we get a new appointment from Bookings from an existing Contact, that Contact's record shows this: First Name was updated from asd to blank value Last Name was updatedDomain Change
“Please update my Email-in domain from @biginmail.biginmail.in to @biginmail.zoho.com. Messages to the .in domain are bouncing.”Webhooks Limit Exceeded
Today, I received an error message saying, 'Total number of Webhook call exceeded', but when I look at Manage > Billing, it doesn't look like any of my invokeURL calls are being logged. Following the advice from this thread: https://help.zoho.com/portal/en/community/topic/webhooks-daily-limits-in-zoho-creatorAuto select option in CRM after Zoho Form merge
Hi, I have a dropdown field in Zoho CRM that is filled with a Zoho Form. The data is filled but not automatically shown. After selecting the right value in the dropdown the information a second field is shown. So the question is; how can I make the dropdownBring your CRM data straight into your presentations in Zoho Show
Let's say you are working on a presentation about your team's sales pipeline for an upcoming strategy meeting. All the information you need about clients and leads is in Zoho CRM, but you end up copying details from the CRM into your slides, adjustingImproved RingCentral Integration
We’d like to request an enhancement to the current RingCentral integration with Zoho. RingCentral now automatically generates call transcripts and AI-based call summaries (AI Notes) for each call, which are extremely helpful for support and sales teams.Introducing New APIs in Zoho Contracts
We are excited to announce the release of new APIs in Zoho Contracts to help you automate and manage every stage of your contract lifecycle more efficiently. Here’s a quick overview of what’s new: 1. Complete Contract Draft You can use this API to completeVimeo
For me Vimeo is the most important video social channel for media and filmmakers. Would others agree and like it added to Zoho Social.Delete a department or category
How do I delete a Department? Also, how do I delete a Category? This is pretty basic stuff here and it's impossible to find.Organization Emails in Email History
How can I make received Org Emails to show up here?How to setup pricing in Zoho
Hi everyone, I am relatively new here and have just moved from my old inventory system to the Zoho one. I am trying to get my head around how it all works. I am mostly setup connected to a shopify store, but I do manual sales also For manual invoicing,Prefilled Date fields auto-changed and then locked when using “Edit as new”
If a document out for signature has date fields (not SignedDate fields) that were pre-filled before sending, and then you use “Edit as new” to create a new version of the same document, the value of those date fields gets automatically changed to todayIs there a way to update all the start and end dates of tasks of a project after a calendar change?
Hi! Here's my situation. I've built a complete project planning. All its tasks have start dates and due dates. After completing the planning, I've realized that the project calendar was not the right one. So I changed the project calendar. I now haveAccess Phone Field Components (Country Code) Directly
Hello everyone, I'd like to propose an enhancement for the Phone field in Zoho Creator. The Problem: The Phone field captures the country code and local number separately, but stores them as a single string (e.g., +1234567890). To get the country code,Send mass messages through WhatsApp from the Tickets module
Hi Everyone! Effective communication is key to delivering prompt and reliable customer support. Because WhatsApp is one of the most widely used and familiar messaging platforms, it's an effective channel for agents to reach customers who have submittedLead Owner Signature Merge Field
I want to automatically insert a signature (i.e. contact info usually found at the bottom of an email) into an email template, depending on who the lead owner is. What is the merge code for the Signature from a Users profile? CRM > Settings > Customization > Templates There is a popup near the bottom of the edit screen which says: "You can insert a Signature, which is available as a merge field in the users section." It is also referenced on this page: https://help.zoho.com/portal/en/kb/crm/customize-crm-account/customizing-templates/articles/template-builder#Merge_FieldsHow do I create a time field?
I want a field that only records time. I can only see how to create a date-time field. If I do that and enter a time, without a date, nothing is recorded. If I create a number or decimal field, I cannot use it in time calculations. All I want is a fieldAlternating columns - How to reverse order on mobile - Responsive template
Can the order of alternating columns be reversed on mobile so that image comes before the text? Example: Desktop Row 1 column Left (image) , column right (text) Row 2 column Left (text) , column right (image) Mobile Currently Row 1 Image over text RowInvokeURL butchering JSON for OpenAI API calls
My organization works with mostly educational institutions. We have a custom module called "Schools", which is the user-entered school name they put when using our service (which they enter along with their state and zip code). We want to map this toCustom order for Current Stage (Blueprint field)
Hi! I suggest adding the option to set a custom order in reports for the Blueprint field ‘Current Stage’. Currently, these fields can only be sorted in ascending or descending order. Thanks!CRM E-mail Sync from Outlook
We are exploring Zoho as a possible new solution for our company. We are trying to understand further on how e-mail sync works. We use outlook. Our current CRM logs anytime we e-mail a customer so we can see in the CRM the message sent to the customer.Run your help desk on your schedule
In business, time is of the essence. This is especially true in a function like customer service, where KPIs such as response time and agent availability are the measures of success. Perhaps the most crucial consideration one needs to make about time is your hours of operation. These set expectations for your customer and for employees. To make communicating this information easier, we've revamped the way business hours and holiday lists work in Zoho Desk. In order to accommodate teams that workThe Customer Happiness REST API is broken
1. We are unable to extract the customerHappiness ( https://desk.zoho.com/DeskAPIDocument#CustomerHappiness#CustomerHappiness_ListallcustomerHappiness) object using the ticketNumber criteria. We keep getting HTTP 429 even when we limit to 60 calls perNext Page