Settings - Troubleshooting Guide

Settings - Troubleshooting Guide

In this document, we discuss a few points related to Settings and some helpful tips in using few features under Settings.

Custom merge tag values

Custom merge tag values are used to show a default text when the intended text value is not available from the derived custom field. For example, when you create a merge tag, you'll be asked to enter both the mail default value and social default value along with the actual merge tag value. If the field does not have any value, then we will use your mail default value (for emails) or social default value (if you are sharing it in your social media). 

 Custom role creation 

The custom role allows you to create a role that should allow or restrict certain privileges for the users in your account. You can avail this feature only when you are in the Standard or Professional pricing plan. Forever free and Pay-as--you-go plans do not include this feature. 

  Update Imprint Details  

Imprinting your company details at the bottom/footer of your campaign increases the credibility of your emails. Imprint details include your business related information, such as authorized representative, email address, tax identification number, and postal address.

For the users who fall under GDPR compliant, especially those who are from Germany, need to include 'Authorized representative's information' in their email and this information will be added to the footer setup by default. Since this is a default setup, you cannot remove it unless you use the imprint merge tag '$[HF:ORGINFO]$' within the content of your email campaign. Failing to add this merge tag in your content will allow the system to add the default footer automatically.

    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

                        Still can't find what you're looking for?

                        Write to us:



                          Manage your brands on social media

                              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

                                                                                          • Contact Custom Merge Tags

                                                                                            We're automating the creation of merge tags. Whenever a custom field is created, a corresponding merge tag will be created. Owing to this update on May 26, 2023, we'll collect the mail and social default values for the custom merge tag during the ...
                                                                                          • Predefined Merge Tags

                                                                                            You can personalize your messages with your recipients’ name, address and other details by using merge tags. Merge Tags are smart tags that pull data directly from your mailing list into your email message. You can personalize the subject and/or the ...
                                                                                          • How to manage roles and privileges

                                                                                            When there are multiple users in your organization, it is essential to be attentive about data access. We try to make it as easy as possible for you to tread the line between easily sharing data between team members, yet maintaining strong ...
                                                                                          • Video Merge Tags

                                                                                            At Zoho Campaigns, you can link your favorite videos from YouTube, Wistia and in the form of a thumbnail image in your email campaigns. This linking is enhanced by media based merge tags which provide a simple way to add videos in your ...
                                                                                          • Roles and Privileges - New version

                                                                                            When there are multiple users in your organization, it's essential to be mindful when it comes to data access. We try to make it as easy as possible for you to walk the line between easily sharing data between team members, yet maintaining strong ...
                                                                                          Wherever you are is as good as
                                                                                          your workplace



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


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


                                                                                            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