The three basic operations that is common to all the components, after clicking on the settings button that appears when you add a component:
To add text to the template, all you have to do is drag and drop the text component where needed. The different types of text components that are available are two different heading component and one text component. The properties of these components can be changed based on your needs using the tool bar that appears at the top of the editor when the component is clicked.
This component is used for inserting images in the template. You can either upload an image from your computer or enter the image URL.
The three different options available for inserting images are:
To add an image, you just have to drag and drop an image component and add an image. In case you need to change it, just hover the mouse over the image and click on the Change icon.
A spacer can be used for improving the readability of the template. When you want to insert a blank space in the template you can make use of the spacer component. There are three default spacers and the spacer height can be adjusted by dragging the lower margin of the component.
With predefined options to position the images and texts, you can now create templates more easily. This helps in defining how the text and images will appear together in a row.
There are four different default ways in which text + image component can be used:
This component is used for inserting buttons into the template. Buttons can be used to direct the receiver of the template to a webpage and there are three different styles from which you can choose the most suited one.
To add a button, drag and drop the button that is needed. Provide a name for the button and the link that should appear once the button is clicked.
After creating a button you can change it's property.
To make your template more visually appealing and to create templates with formats like newsletter, you may want to have columns in your template. Five different column options are provided in the column component. You can have column with different combinations of text and image components.
To insert a table in your template, drag and drop the table component. There are two options: Basic and Subform.
Subform: Data from a subform can be added to the template. Each subform will be represented in the form of a table. You can add up to 5 subform tables in a template.
To change table properties
Click on the table and select the Setting icon to open Table properties.
In Set a Table section, do the following:
Enter the appropriate details for the rows, columns, width and alignment. (You can resize (increase / decrease) the column width by dragging the column border).
Specify the header and the color of the header if needed.
Choose what color the rows should be in and which borders of the table are required.
Click Edit Rows and columns, and insert or remove rows and columns.
You can enter details of your choice in the rows and columns.
Click Delete to remove the Subform table from the template.
For making your template more visually appealing, you can add background colors to your template. You can specify an inner color and outer color for your template. In case you require a theme for the outer area of your template, you can make use of the outer theme component. You can select the color by entering the colour hexcode in the colour palette.
Merge fields are used in places where the value for that particular text keeps changing. For example, in the greeting section of the template the name of the person will change depending the recipient. In such cases, the merge field retrieves data based on the value. Here is a list of Standard Merge Fields .
For the list of merge fields to appear, type # in the text area and choose the merge field needed from the drop-down list.
Incase you want a specific merge field, for example the first name of the user to appear, type #first and you will get the relevant merge field in the drop-down.
If your email template continues to have the merge field value of a deleted field, it will be listed as an unsupported merge field.
If your email template has a merge field inserted from a [Module] lookup and then the field gets deleted, it will be listed as an unsupported merge field.
That is, assume you have a Lead-lookup in the Potentials module. An email template you have created for the Potentials module includes a merge field value from the Leads module, populated via the look-up. Now if you delete that field from Leads, then it will be listed in the template as an unsupported merge field.
If you have used a merge field that is not related to the module for which you are creating the template, then it will be listed as an unsupported merge field.
For example, if you insert the merge field value ${Leads.Lead Id} in an email template for the Potentials module, it will be listed as an unsupported merge field.
When a feature or integration has been disabled for your account, the fields that were created as part of the integration will also not be available for the account, post the deactivation. If a merge field value of such a field has been inserted in your email template, it will be listed as an unsupported merge field. This is applicable to the following features/integrations.
At times you may want to see how your template turned out and make necessary adjustments if needed. For this purpose you can use the preview option to check how your templates would look for your customers when viewed on a desktop or mobile screen. Additionally, you can send test emails to upto 5 users to see how the templates look before using it.
Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.
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.
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.