Tip of the week 51 - How to customize holiday email templates?

Tip of the week 51 - How to customize holiday email templates?



Today, in this digital world, we want images to be perfect and meaningful with respect to the email content that we prepare to send out to our contacts. Some of us would prefer to design email templates that are unique and different. The rest would be choosing pre-designed templates that are available in the email marketing software that they use. Now, how do you select a particular template and how to customize it during this holiday season?
 
Let's see the steps involved in choosing a pre-designed holiday template and customizing it the way you want it to be.

1.
Purpose: Before choosing the template from many, imagine the purpose of what makes you send an email. Moreover, what action do you want your recipients to take once they receive your email? This purpose and the action you expect them to take will help you to decide a template.

2.
Style: Look for templates that go well with your brand colour, text and font. Always choose templates that resemble your brand. This will help you to further ease your efforts in selecting a template for sending out your holiday email campaigns.

3.
Content: Make sure that the content of your email campaign resonates with the image present in the template. You will have to write content that's clear and simple. Also, use fonts that are clear and choose a background color that supports the font color. This makes the recipients read your content. 

4. Test & Preview: Before sending the email campaign, you will have to see if it is mobile-responsive and if the content and theme are in harmony with each other. Also do probe into your subject line, images and GIFs to see if they're working or not, and make corrections before sending it out to your contacts.



Share your experience with us down in the comments!

Best Regards,
Annet Mathews














    Access your files securely from anywhere

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







                              Zoho Developer Community




                                                    • Desk Community Learning Series


                                                    • Digest


                                                    • Functions


                                                    • Meetups


                                                    • Kbase


                                                    • Resources


                                                    • Glossary


                                                    • Desk Marketplace


                                                    • MVP Corner


                                                    • Word of the Day


                                                    • Ask the Experts



                                                              • Sticky Posts

                                                              • Marketer's Space: Proven tips to improve open rates – Part II

                                                                Hello Marketers! Welcome back to another post in Marketer's Space! We're continuing from where we left off a fortnight ago. We ended the previous post discussing the subject line, and we'll continue from there. Let's dive right in. Pre-header Pre-header
                                                              • Tip of the week 03 - Sending emails in batches

                                                                Today's marketers not only want their email marketing to be efficient, but also smart. For an email campaign, you may think you have all the essential elements for lead conversion—a big mailing list, an attractive template design, and the most-engaging message content, but after hitting the ‘send’ button, you may not get the expected conversions. Wondering why? Here’s one of the major reasons. Many marketers miss out on sending the email campaign the right way. Did you know that you should not be
                                                              • Tip of the week 04 - Know about your recipients' 'prime open time.'

                                                                In today's market, the importance of customer behavior is astounding, with a vast amount of research and resources going into finding how customers make decisions. The process of persuading your customers to open your email and click on your call-to-action becomes easy when you understand the psychology behind their behavioral traits. Time to turn into a psychologist! Let's get to the basics—you want your emails to resonate well with your recipients. So, what's the primary thing involved here? It's
                                                              • Zoho Campaigns Expert Diaries on SoundCloud, Spotify, Apple Podcasts, and YouTube

                                                                Hi email champs,  As email marketers, we find great lessons in each other's works—be it the subject lines that worked good, the design that was received well, or the CTA that had the maximum clicks. Email marketing encompasses a wide variety of topics spanning everything from creation and design to development and deliverability.  Here's when we from the Zoho Campaigns team found the need to build an email marketing community comprising of seasoned marketers and email geeks who can help each other
                                                              • Email Deliverability Tip #3: Seal the deal with the preheader

                                                                In the last post, we learned about the subject line. Today we'll be learning about the preheader. A preheader is the short text that follows the subject line in an email. The preheader is designed to hint at what your email message is all about. A good preheader should act as a second subject line and convince your contacts to open the email. Now, let's learn the best way to craft a preheader. Your subject line and preheader should work together and accurately convey the gist of your email. Keep


                                                              Manage your brands on social media



                                                                    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

                                                                                        • 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

                                                                                                                • Collection & Payment Mapping Automation

                                                                                                                  We book Sales Invoices and Purchase Invoices against Same Projects. Both Sales Invoices & Purchase Invoices can have one or multiple Projects mentioning the Project ID. We prefer to Make vendor Payments Once we have received The Collections from Clients
                                                                                                                • Nested Sub-forms (Subform within subform)

                                                                                                                  Hi Team, Whether there is any possibilities to add sub-form with in another sub-form like Main Form       -> Sub form A             ->Sub form B If we tried this, only one level of sub form only working.  Any one having any idea about this? Thanks Selvamuthukumar R
                                                                                                                • Restore Trashed Records Anytime Within 30 Days

                                                                                                                  Access the recycle bin from the Data Administration tab under the settings page in Zoho Projects, which gives better control over the trashed data. When records like projects, phases, task lists, tasks, issues, or project templates are trashed, they are
                                                                                                                • Avoiding Inventory Duplication When Creating Bills for Previously Added Stock

                                                                                                                  I had created several items in Zoho Books and manually added their initial stock at the time of item creation. However, I did not record the purchase cost against those items during that process. Now, I would like to create Purchase Orders and convert
                                                                                                                • Applying EUR Payments to USD Invoices in Zoho Books

                                                                                                                  Hello, I have a customer to whom I issue invoices in USD. However, this customer makes payments in both EUR and USD. I have already enabled the multi-currency feature in Zoho Books Elite, but I am facing an issue: When the customer makes a payment in
                                                                                                                • How to prevent users from editing mail merge templates from Zoho crm

                                                                                                                  We want users to use public mail merge templates. They should not be able to edit templates but only preview data merge and send emails. We did prohibit "manage mail merge template" in the user profile. But they can still edit the template in the zoho
                                                                                                                • Customer Addresses cannot be edited/deleted in invoices

                                                                                                                  In the invoices we have an option to change the customer address and add a new address Now I dont know why for some reason if we add an address through this field, the address doesn't appear in the customer module We cannot delete the addresses added
                                                                                                                • Custom Fields connected to Invoices, Customers, Quotes, CRM

                                                                                                                  I created the exact same custom fields in Books: Invoices, Customer, Quotes, and in CRM but they don't seem to have a relationship to one another. How do I connect these fields so that the data is mapped across transactions?
                                                                                                                • Accelerate Github code reviews with Zoho Cliq Platform's link handlers

                                                                                                                  Code reviews are critical, and they can get buried in conversations or lost when using multiple tools. With the Cliq Platform's link handlers, let's transform shared Github pull request links into interactive, real-time code reviews on channels. Share
                                                                                                                • Heads up: We're going to update the VAT Summary table's visibility (UK and Germany Editions)

                                                                                                                  Hello users, Note: This change only applies to organisations using the UK and Germany editions of Zoho Books. Currently, if you've enabled the VAT Summary table in a template, it will be displayed only in PDFs sent to your customers whose default currency
                                                                                                                • Partial payment invoicing

                                                                                                                  Greetings I have questions related to payments and retainer invoices: 1. When I want to issue a partial payment invoice, I can't specify the portion to be paid or already paid, then balance to be shown as Due. 2. Retainer invoice is only available as
                                                                                                                • Inputting VAT Pre-Registration expenses for first VAT Return

                                                                                                                  Hi Zoho, I've just registered for VAT and am setting up Zoho to handle calculations and VAT return submissions. I'm struggling to figure out how to input the last 4 years worth of expenses into Zoho so that they're calculated in the VAT module. When I
                                                                                                                • Anyone else experiencing very slow loading of pages in Zoho Projects?

                                                                                                                  I reported this yesterday only to be told there are no issues but is anyone else experiencing stupidly slow loading of pages. On our loading screen, it is taking often as long as 60 seconds to load a page and just stays on this screen for ages! Other
                                                                                                                • Zoho Desk Lookup Field Reporting

                                                                                                                  Thank you for adding the ability to add additional lookup fields for desk tickets. My question is how do you report against these fields? For example: Associating related accounts to the primary desk ticket account, I am not able to add the lookup fields
                                                                                                                • Integrating asana will cause notification messages to pop up continuously

                                                                                                                  When I create or edit a task in Asana, the Asana bot keeps updating messages to group chat, which causes the cliq to keep popping up notifications.
                                                                                                                • Entire notebook that had notes has disappeared

                                                                                                                  I don't know how tf this happened. All I did was uninstall and reinstall the mobile app after fixing a bug I had. After I reinstalled the app, everything was synced back except for one folder which had a bunch of notes in it. None of those notes are in
                                                                                                                • My site has disappeared from web builder

                                                                                                                  www.mproperties.uk My site above is still working. However it has completely disappeared from my Zoho sites' web builder. I am therefore unable to edit my site whatsoever. Please help.
                                                                                                                • Trying to trigger email notification based on rollup summary field

                                                                                                                  Hi there, I'm trying to trigger an email notification via Workflow Rules wherever the rollup summary field "Total Shipments" goes from empty to not empty. However this field is not available from the picklist of options in the Workflow rule. Can anyone
                                                                                                                • zia data enrichment - switch to webamigo Extension

                                                                                                                  Hello, I have so far used data enrichment via Zia. Now I have installed the Webamigo extension to expand personal data. Unfortunately, nothing has changed after the installation; are there any additional steps needed to switch from the previous method
                                                                                                                • Export Timeline

                                                                                                                  With the new Timeline features, it would be really helpful to have the option to export a timeline. When handling customer complaints, having the full breakdown of everything that happens on a module is great but we usually have to send this to another
                                                                                                                • Interactions Tab in Zoho CRM: A 360° Omnichannel View of Every Customer Touchpoint

                                                                                                                  Hello Everyone, Hope you are well! We are here today with yet another announcement in our series for the revamped Zoho CRM. Today, we introduce Interactions Tab a new way to view all customer interactions from one place inside your CRM account. Customers
                                                                                                                • How to resubscribe a contact marked as "Unsubscribed (Marked by Recipient)" without using a form?

                                                                                                                  Hello, I have a question regarding Zoho Marketing Automation functionality. Is there a way for an administrator to change the subscription status of a contact marked as "Unsubscribed (Marked by Recipient)" back to "Subscribed" without using a form? Ideally,
                                                                                                                • Linkedin: when Zoho Social is going serious with it?

                                                                                                                  Hi, it's been said in the past that Linkedin related features in Zoho Social were well behind those of other social networks because of limitations imposed by the platform. Now that we see around my tools (take taplio.com) frankly outpacing ZSocial on
                                                                                                                • 5名限定 課題解決型ワークショップイベント Zoho ワークアウト開催のお知らせ(7/24)

                                                                                                                  ユーザーの皆さま、こんにちは。Zoho ユーザーコミュニティチームの藤澤です。 7月開催のZoho ワークアウトについてお知らせします。 2ヶ月ぶりに、渋谷にて「リアル開催」します! ▷▷詳細はこちら:https://www.zohomeetups.com/20250724Zoho ━━━━━━━━━━━━━━━━━━━━━━━━ Zoho ワークアウトとは? Zoho ユーザー同士で交流しながら、サービスに関する疑問や不明点の解消を目的とした「Zoho ワークアウト」を開催します。 Zoho サービスで完了させたい設定やカスタマイズ、環境の整備など……各自で決めた目標達成に向け、
                                                                                                                • How to get fields centered in a form?

                                                                                                                  Is it possible to center fields in a form? Some of my forms do some don't and it is really not aestheticly pleasing?  Any help would be greatly appricated. Thanks, Michael McNeill 
                                                                                                                • Webhooks and Integration

                                                                                                                  Hey, I was looking to create automation using webhooks or something equivalent of a trigger based mechanism, to connect it as an integration. But I don't find any relevant APIs to setup these webhooks/notifcations for the "Zoho Books". Can anyone please
                                                                                                                • Zoho Books X Zoho Expense

                                                                                                                  Hello there, Please can you tell me if it is possible to sync from Books to Expense? I much prefer the Expense reports to that of Books and the Credit Card feeds work via expense and not Books for me. However I find books is much better to deal with the
                                                                                                                • ABILITY TO LOG INTO CUSTOMER PORTAL

                                                                                                                  I think it would be very helpful to have a button in Zoho Books to be able to see the customer portal so we can see what they see to help them navigate through the portal. Many times, the customer will call about the portal, but without visibility into
                                                                                                                • Sort, filter & save views for BOOKS PROJECTS

                                                                                                                  Thanks for all the updates. Our firm uses the module for simple internal project accountancy. This means we do everything from the Projects Section but this isn't user friendly at all. You can't do anything with customized your own fields which basically
                                                                                                                • edit input format in custom field - sales order

                                                                                                                  hi, I want to integrate a custom field (multi line text box) in our sales order. It needs to show upper case and lower case letters, numbers, spaces, hyphens and "/". What do I need to put in the custom format to configure these signs? Thanks, Tina
                                                                                                                • This transaction type cannot be matched with a line on the statement.

                                                                                                                  When using the books API https://www.zohoapis.com/books/v3/banktransactions/uncategorized/${transaction.transaction_id}/match I get this error "This transaction type cannot be matched with a line on the statement." What I'm doing is for the uncategorized
                                                                                                                • Timesheets

                                                                                                                  I wanted to create the timesheets remainder for our team mates who miss out the weekly timesheet entries. While creating the email templates, I couldn't see anything related to timesheets. Since it shows projects Can you help me find and build a one
                                                                                                                • Can we embed a Kanban Type of report using iframe too?

                                                                                                                  I tried embedding a report as iFrame but it only appear as List View. It would be helpful if can also embed a Kanban Type of report.
                                                                                                                • Weekly Tips : Save Time with Saved Search

                                                                                                                  Let's assume your work requires you to regularly check emails from important clients that have attachments and were sent within a specific time period. Instead of entering the same conditions every time—like sender, date range, and attachments included—you
                                                                                                                • Hidden Fields with Data Pre-Population and Notification Integration in Zoho Bookings Forms

                                                                                                                  Dear Zoho Bookings Support Team, We'd like to propose a feature enhancement for Zoho Bookings forms that would improve data management and workflow efficiency: the ability to create hidden fields with pre-populated data. Current Functionality: Zoho Bookings
                                                                                                                • Tip #37 – How to ensure compliance and accountability using Advanced Session Audit – ‘Insider Insights’

                                                                                                                  Hello Zoho Assist Community! This week we will be discussing how to strengthen your remote support operations with better visibility and control. Let’s say your support team handles a growing number of remote sessions each day. At the end of the week,
                                                                                                                • Replace an existing zoho show file with an uploaded one.

                                                                                                                  For Zoho WorkDrive Upload API method, I have override-name-exist option, which I can use like this: curl https://www.zohoapis.eu/workdrive/api/v1/upload \ -F "filename=mypres.pptx" \ -F "parent_id=j3tzq1ae09c0cd91540df8d01670af05b657e" \ -F "override-name-exist=true"
                                                                                                                • Tip of the Week #66– Use internal comments to collaborate and resolve issues faster!

                                                                                                                  Ever found yourself stuck on a customer query because you needed inputs from your teammate? Or sent a reply too soon and realized later that someone else on your team had a better context? When you rely on back-and-forth messages in external chats or
                                                                                                                • Using Zoho One to manage two (or more) businesses

                                                                                                                  We are one company that operates two business, a scenario that Zoho One doesn't really seem to handle very well, and one which I can't imagine is at all unique to us! (It is basically designed to facilitate branding and use for one business only per subscription).
                                                                                                                • Skip order confirmation step in commerce?

                                                                                                                  We have a store to sell products that are not shipped to a customer. Right now, when the order is placed, we have to manually 'confirm' the order so the sales order can convert to an invoice and charge the customer.  Is there a way to skip the manual
                                                                                                                • Next Page