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 Settings > Channels > Email > Templates.
  2. Click + New 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. Click Save and select the folder from the dropdown list.
  6. Click Save.