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.
- Open the template which you created that is not being saved.
- Right click on the content and choose Inspect Element.
- Select Console on the bottom tab.
- Search for "<CENTER>" , then right click and choose edit as html.
- 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?
- Edit your template.
- Click Background under All Components.
- Change the Outer Color. You can insert the required Hexa code (HTML color code).
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