Zoho FSM | Email Template

Email Template

Manage your communications swiftly using easy-to-create, reusable templates that will help you automate sending repetitive emails to multiple recipients. Email templates will be used in conjunction with email notifications.

- Permission Required: Email Template
- Find out the Edition-specific limits for Email Template.

Create Email Templates

To create an email template:
  1. Navigate to Setup > Email > Email Template and click Create New.
  2. Enter the following details, then click Next:
    1. A Template Name
    2. Choose Module: The module for which you want to create the email template
    3. A Description of the email template



  3. In the Template Builder, add the body of the email and click Save & Preview.



    To add a placeholder, type #. From the dropdown, select a module whose field value you want to use. Search the field you want to use and select it. The placeholders will get replaced with actual values when the email is sent.



    Using the options available in the toolbar you can format the content in the body of the email. You can also use the HTML Editor [</>] to make any modifications. The first row in a table cannot be deleted as it is meant for adding the table headings. You can include an attachment in your email.



  4. From the Choose Actual data to preview dropdown, choose a record. The template will be populated with the details of the selected record.



  5. Click Send Test Email.
    A test email will be sent to the Super Admin of the organization.

Example

Notify the contact when a new request is created is for them.
  1. Navigate to Setup > Email > Email Template and click Create New.
  2. Enter the following details, then click Next:
    1. Template Name: New Request
    2. Choose Module: Requests
    3. Description: Notify the user when a new request is created for them



  3. In the Template Builder, add the following in the body of the email and click Save & Preview.

    Dear ${Requests.Contact.Salutation} ${Requests.Contact.First Name} ${Requests.Contact.Last Name} ,

    A new request ${Requests.Request Name} has been created for you. Please find the details below:

     

    Request Attribute

    Request Value

       Summary

       ${Requests.Summary}

       Priority

       ${Requests.Priority}

       Due Date

       ${Requests.Due Date}

     

    For further information, please contact us at support@zohofsm.com.

    Thanks,

    ${Organization.Organization Name} Team

Manage Email Templates 

You can edit, delete, or preview the email templates. If an email template is associated with an email notification, you cannot delete it.
 

Points to Remember 

  1. In the Standard edition, you can include a maximum of 10 attachments in the email provided their combined size is only upto 3 MB. In the Professional edition, you can include a maximum of 10 attachments in the email provided their combined size is only upto 5 MB. In the Free edition, you can include a single attachment in the email with size upto 3 MB. Attachments will only be supported in the Standard edition. The files types supported are .jpg, .png, .gif, .jpeg, .tiff, .ief, .pdf, .docx, .xlsx, .csv, .txt, .bmp, .vcf, .xls, and .xml.
  2. While creating templates for a module, you can include the field values of other related modules. The Organization details will be available for all modules.

    Module Selected

    Related Modules

    Contacts

    Companies

    Companies

    -

    Requests

    Companies
    Contacts
    Assets

    Estimates

    Work Orders (Parent Work Order)
    Requests
    Companies
    Contacts
    Assets

    Work Orders

    Estimates

    Requests

    Assets

    Companies
    Contacts

    Service Appointments

    Companies
    Contacts
    Assets

    Services And Parts

    Companies
    Contacts

                 Assets
                 Services And Parts
                 Companies
                 Contacts
                 Trips
                  Service Appointments
                  Time Sheets
                 Service Appointments

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