FAQs on Email | Online Help - Bigin by Zoho CRM

What are merge fields in Bigin?

Merge fields help you personalize email templates by populating dynamic content in the email. For instance, you can add contact name, phone, deal stage or any record related information to the email.  
Merge fields are available only in Email Templates. They will not appear while composing emails.
To insert a merge field
  1. Go to Settings > Channels > Email > Templates.
  2. Click Add template.
  3. In the Create Template window, enter the email content. In places where you want to populate dynamic content, type # to insert a merge field.


    Create. Review. Publish.

    Write, edit, collaborate on, and publish documents to different content management platforms.

    Get Started Now


      Access your files securely from anywhere

        Zoho CRM Training Programs

        Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

        Zoho CRM Training
          Redefine the way you work
          with Zoho Workplace

            Zoho DataPrep Personalized Demo

            If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

            Zoho CRM Training

              Create, share, and deliver

              beautiful slides from anywhere.

              Get Started Now


                Zoho Sign now offers specialized one-on-one training for both administrators and developers.

                BOOK A SESSION





                            Quick Links Workflow Automation Data Collection
                            Web Forms Enterprise Begin Data Collection
                            Interactive Forms Workplace Data Collection App
                            CRM Forms Customer Service Accessible Forms
                            Digital Forms Marketing Forms for Small Business
                            HTML Forms Education Forms for Enterprise
                            Contact Forms E-commerce Forms for any business
                            Lead Generation Forms Healthcare Forms for Startups
                            Wordpress Forms Customer onboarding Order Forms for Small Business
                            No Code Forms Construction RSVP tool for holidays
                            Free Forms Travel
                            Prefill Forms Non-Profit

                            Intake Forms Legal
                            Mobile App
                            Form Designer HR
                            Mobile Forms
                            Card Forms Food Offline Forms
                            Assign Forms Photography
                            Mobile Forms Features
                            Translate Forms Real Estate Kiosk in Mobile Forms
                            Electronic Forms

                            Notification Emails for Forms Alternatives Security & Compliance
                            Holiday Forms Google Forms alternative  GDPR
                            Form to PDF Jotform alternative HIPAA Forms
                            Email Forms
                            Encrypted Forms
                            Embeddable Forms
                            Secure Forms
                            Drag & drop form builder
                            WCAG

                              Create. Review. Publish.

                              Write, edit, collaborate on, and publish documents to different content management platforms.

                              Get Started Now




                                                You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                                    Manage your brands on social media


                                                      • Desk Community Learning Series


                                                      • Digest


                                                      • Functions


                                                      • Meetups


                                                      • Kbase


                                                      • Resources


                                                      • Glossary


                                                      • Desk Marketplace


                                                      • MVP Corner


                                                      • Word of the Day


                                                      • Ask the Experts


                                                        Zoho Marketing Automation

                                                          Zoho Sheet Resources

                                                           

                                                              Zoho Forms Resources


                                                                Secure your business
                                                                communication with Zoho Mail


                                                                Mail on the move with
                                                                Zoho Mail mobile application

                                                                  Stay on top of your schedule
                                                                  at all times


                                                                  Carry your calendar with you
                                                                  Anytime, anywhere




                                                                        Zoho Sign Resources

                                                                          Sign, Paperless!

                                                                          Sign and send business documents on the go!

                                                                          Get Started Now




                                                                                  Zoho TeamInbox Resources



                                                                                          Zoho DataPrep Resources



                                                                                            Zoho DataPrep Demo

                                                                                            Get a personalized demo or POC

                                                                                            REGISTER NOW


                                                                                              Design. Discuss. Deliver.

                                                                                              Create visually engaging stories with Zoho Show.

                                                                                              Get Started Now









                                                                                                                  • Related Articles

                                                                                                                  • 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 Go to Settings > Channels > Email > Templates. Click Add template. Select the module you ...
                                                                                                                  • Create email templates

                                                                                                                    Email templates in Bigin can help you save time and maintain consistency in communication. With a standard format in place, you can use the email templates repeatedly for various situations or campaigns. This can be helpful for a real estate agency ...
                                                                                                                  • How to add signature to an email template?

                                                                                                                    You will need to create a custom email signature before you can use it in email templates. To create your email signature Go to Settings > Users and Controls (Admin)/User details (other profiles). Go to the user's details page. Click Add Signature in ...
                                                                                                                  • Sending Email from Bigin

                                                                                                                    You can send emails to your customers from Bigin account even without configuring your own personal email. However, the interactions will not be available inside your Bigin account. Once your email account is configured, email interactions with a ...
                                                                                                                  • What are unique reference fields?

                                                                                                                    Unique fields help Bigin identify the parent record of the record that is being imported. For example, the Contact Name field in the Deals module identifies the record in the Contacts module that the deal is associated with.   A list of standard ...
                                                                                                                    Wherever you are is as good as
                                                                                                                    your workplace

                                                                                                                      Resources

                                                                                                                      Videos

                                                                                                                      Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                                                      eBooks

                                                                                                                      Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                                                      Webinars

                                                                                                                      Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                                                      CRM Tips

                                                                                                                      Make the most of Zoho CRM with these useful tips.



                                                                                                                        Zoho Show Resources