Troubleshooting Tips For Email Templates | Zoho CRM Help

Troubleshooting Email Templates

1. Product details are not populated in the table created in a template.
Product details will only be available if the default product table in the template has been added. If the fields in the Product Details section are added separately, the values of those fields will not be supported.
2. I received an error message that the template exceeds 200,000 characters.
This issue occurs due to copying and pasting content from one source to another. This will result in "<! xml content !>" appearing in the template. This should be removed.
  1. Open the template which you created that is not being saved.
  2. Right click on the content and choose Inspect Element.
  3. Select Console on the bottom tab.
  4. Search for "<CENTER>" , then right click and choose edit as html.
  5. Remove the content in the section and copy and paste the new content from the attachment, then click Save.
3. The template looked perfect when I created it but looks misaligned on the print preview.
Try the print preview of the template in different browsers. If it only looks misaligned in one specific browser, you might need to update the browser. If it still looks wrong, send the html code of the content to our support team so we can provide further assistance. 
4. What is the maximum number of contacts that can be associated with an account for the mail merge to work?
A maximum of 100 contacts can be associated with an account for mail merge to work. For example, if you have 130 contacts associated with one account record, mail merge will only work for the first 100 contacts. The mail merge will be sent to the most recent 100 records created.
5. I am not able to send emails from the Accounts module, but there is an option to create an email template.
The template for the Accounts module is used to send email notifications through automation workflows and blueprints.
For example:
You want to notify certain users via email when a new account is created.
An email template must be created with the details of the account using the merge fields from the Accounts module. Then the email template must be associated with the workflow rule as an action.




6. Can I increase the product image's size in the template? 
No, you cannot increase the product image size in a template when you use the field(${product.product image}) field. The image file you upload to the field will determine the size it renders in the template.]
"We cannot adjust the product's image in the Inventory template." The image size uploaded in the product record will reflect in templates. Hence, if you would like to adjust the size, adjust them in the Product's record and generate the template which will reflect in the templates.
7. The Product Description merge field in the template is not pulling the value from the line item.
Please ensure that the ${Quotes.Product Description} field is used in the template and not ${Quotes.Description}. This is a common error.
8. In the product line item section of the template, Grand Total does not show the value although the value is visible in the record.
If there are custom fields such as Grand Total, Discount, or Subtotal that are similar to the system-defined fields, conflicts may occur with the values. In this case, make sure that the relevant modules do not have any custom fields with the field name Grand Total. 
9. An image URL that is inserted in the email template is shown as a broken image.

Make sure that the inserted image URL works independently in the browser as a public URL. If it does, reach out to the website domain and get it fixed.
10. An image inserted in the HTML template is blank but it works in the HTML testing tool. 
If the image inserted is blank, chances are that it has been inserted as a background image, since Zoho CRM's email templates do not support background images. Please check whether "background-image: url" appears in the HTML.

11. How can I avoid a gray background in a template?
  1. Edit your template.
  2. Click Background under All Components.
  3. Change the Outer Color. You can insert the required Hexa code (HTML color code).



    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 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

                Zoho SalesIQ Resources



                    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

                                                        • Troubleshooting Module Customization

                                                          Troubleshooting Modules and Fields 1. Why does the editor go from top to bottom instead of left to right when I click the Tab key while creating or editing a record? The order depends on the Tab Order Preference set by the Admin for each particular ...
                                                        • Troubleshooting Email Relay

                                                          1. Why am I getting an authentication failure error? Make sure that the password you entered is correct. To verify the password, log in to your webmail with the same password by typing in the password instead of using auto-fill. Check whether TFA is ...
                                                        • Troubleshooting Email Authentication

                                                          1. I am getting an error which says "DKIM record missing". After entering the public key value in you domain settings page, go to https://zohomail.tools/#domainDetails and select TXT. Enter the public key value you generated in CRM and select Lookup. ...
                                                        • I have access to email templates, but not to mail merge or inventory templates, what should I do?

                                                          The permissions to access inventory templates and mail merge templates are listed separately under Manage Templates, so you will only be able to create inventory and mail merge templates if all three are enabled for your profile. To enable all three ...
                                                        • Troubleshooting Workflows

                                                          1. A workflow was not triggered for some records. Confirm the source of the record. Make sure it was not created from the Sheet view or via import. If the record source is API , "trigger["workflow"]" must be included in the API json body. The ...

                                                        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