Can I include only the first name or last name in the email template?

1. Click Setup > Customization > Templates > Email Templates.
   
2. Click on the +New Template button.
   
3. Select the module for which the Email template has to be created from the drop-down list and click Next for the Template Gallery page.
   
4. In the Edit Email Template page, follow these steps:
   

1. Select Leads from the Available Merge fields drop-down list.
   
2. For the list of merge fields to appear, type # in the text area and choose First Name or Last Name from the drop- down list.
   

5. Click Save.
   

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How can I insert links and images in my email template?

You can insert a hyperlink by selecting the text and using the hyperlink feature .

1. Click Setup > Templates > Email Templates.
   
2. Click the Edit link corresponding to the template that you want to edit.
   
3. In the Edit Email Template page, under Edit Template Body section, click .
   
4. Select the image that you want to insert.
   
5. Click Save.
   

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How can I set up unsubscribe form in my email templates?

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Some customizations in my email templates are not reflected. Why?

1. Avoid using Proprietary Styles and Custom Tags as they are not supported.
   For example, in the following snippet, the code in red is a proprietary style from MS Word and the code in blue is a custom tag.
     <p class="
   
         MsoNormal
   
         "><b><i><span style="color:#FFC000">I am not feeling well today
   
         <o:p>
   
         Test
   
         </o:p>
   
         </span></i></b></p>
2. Avoid using Class Level Styling as they are not supported.
   For example a "class" attribute for a element will not work. For "btn", the class attribute could be ".btn{color:red,font-size:10px}". In that case, <td class="btn">New Button</td> will not work. Instead you can write an inline style,
         <td style="color:red,font-size:10px">New Button</td>
   

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Can I clone an email template?

1. Go to Setup > Customization > Templates.
   
2. Choose the template that you want to clone and click the clone icon.
   
3. In the Clone Template popup, enter the Template Name and select a module from the drop-down list.
   
4. Click Clone.
   

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While sending emails from Zoho CRM, why am I unable to see the email templates that I created?

Can I edit the content of an email template as soon as I select it? In other words, will a template open as a draft so I can edit it?

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How to automate different Email Templates based on the fields selected?

1. Create from scratch
   
2. Using predesigned templates
   
3. Inserting HTML
   

1. Go to Setup > Customization > Templates > Email.
   
2. Click +Template, select the desired module.
   
3. From the Template Gallery choose the suitable template, or create from the scratch.
   
4. Create multiple templates based on your requirements.
   

1. Go to Setup > Automation > Workflow Rules > + Create Rule.
   
2. Provide the necessary details and click Next.
   
3. Choose the desired option under WHEN, to execute the rule trigger.
   
4. In Conditions choose 'Leads matching certain criteria', and select the fields accordingly.
   
5. Choose 'Email Notification' from Instant Action for immediate action or choose scheduled action to execute the rule after some time.
   
6. Select the template that matches the field chosen above.
   
7. Click Associate and Save.
   

Can I use CRM email templates in Zoho Mail?

No, email templates in Zoho CRM cannot be used in Zoho Mail. Zoho Mail uses different email templates, and these cannot be used to populate data from CRM.

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How do I replace the images in an email template?

If you have inserted an image in your email template and want to edit it:

1. Navigate to Setup > Templates > Email Templates.
   
2. Click the Edit icon for the template that you want to edit.
   
3. Select the image that you want to replace and click the Edit icon.
   
4. Choose a new image in the Image selection pop-up.
   
5. Click Insert.
   
6. Click Save
   
   

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How can I change the grey background in an email template?

You can customize the interior and container of the background in email templates. To change the gray background in a template:

1. Navigate to Setup > Customization > Templates.
   
2. Select the template you want to customize and click the Edit icon.
   
3. Click Background under All Components.
   
4. Change the background color or the background theme.
   

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Can I resize the product image added to the template?

Yes, you can resize the images uploaded to a template. To resize the image:

1.  Click on the image.

2.  Click the resize icon to increase or decrease the image size.

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Why am I not able to send email from the Accounts module even though there is an option to create an email template?

The Accounts module holds information about the companies you do business with. For every company, there will be one or more people you communicate with about business. You can send emails to the contacts associated with each account from CRM but not to the company itself. The email template for the Accounts module is used to send email notifications through automation workflows and blueprints, and cannot be used to send emails to the company as a whole.

Note: You cannot resize product images added through merge fields (${product.product image}).

We hope that this list of frequently asked questions about Email is informative. If you still have questions that haven't been addressed, please let us know here. We will be happy to discuss them with our subject matter experts and add them in the future. And please don't forget to share your rating below :)