FAQs on Email | Online Help - Bigin by Zoho CRM

How do I create an email template in Bigin?

Email templates help you reach multiple recipients in just a few clicks. You can personalize email templates by inserting merge fields. 
 
To create email templates
  1. Go to Setup > Channels > Email > Templates.
  2. Click Add template.
  3. Select the module you want to create an email template for in the Create Email Template pop-up.
  4. Click Next.
  5. In the Create Template window:
    1. Enter the Template Name and Subject.
    2. Enter the content of your email template.
    3. Click Save.

    4. Select the folder from the Save to dropdown list.
  6. Click Save.

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