Send Emails | Online Help | Qntrl

Send Email

Automated emails allow for comprehensive communication in today’s organizations. Use them to inform your team about the progress of a card  or notify specific users when the card moves to the next stage.

Configure automated emails by choosing an email from the list of email templates. Automated emails can be configured in Blueprints and Business Rules. 

How to configure automated emails?

  1. Click the  icon next to Send Email. 
  2. In the ensuing popup,
    • Email Template: Select an email template from the available list of templates or create a new one by clicking  New Email Template.  Learn more  about creating new templates.
    • Notify to:  Select the users to receive the email. This can be individual users, teams, roles, or users in the  User dropdown  fields. You can also include external users who are not a part of the organization like vendors or customers. 
    • Click  Save


You can configure a maximum of 3 emails for each transition and business rule.


    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
      Redefine the way you work
      with Zoho Workplace

        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 Sign now offers specialized one-on-one training for both administrators and developers.

            BOOK A SESSION





                        Still can't find what you're looking for?

                        Write to us:  support@zohoforms.com

                                                                       
                            



                            





                              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.




                                  Manage your brands on social media

                                    Zoho Desk Resources

                                    • Desk Community Learning Series


                                    • Digest


                                    • Functions


                                    • Meetups


                                    • Kbase


                                    • Resources


                                    • Glossary


                                    • Desk Marketplace


                                    • MVP Corner


                                    • Word of the Day


                                      Zoho Marketing Automation

                                        Zoho Sheet Resources

                                         

                                            Zoho Forms Resources


                                              Secure your business
                                              communication with Zoho Mail


                                              Mail on the move with
                                              Zoho Mail mobile application

                                                Stay on top of your schedule
                                                at all times


                                                Carry your calendar with you
                                                Anytime, anywhere




                                                      Zoho Sign Resources

                                                        Sign, Paperless!

                                                        Sign and send business documents on the go!

                                                        Get Started Now





                                                                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

                                                                                                • Customize Email Templates

                                                                                                  Overview of email templates Communication is key in any organization. It often becomes a challenge to track the myriad of ongoing tasks in a huge team. Qntrl helps your team overcome this challenge and stay informed via notifications and emails.  ...
                                                                                                • Where are email templates used in Qntrl?

                                                                                                  Email templates can be triggered from Blueprints and Business Rules in Qntrl.  Emails in Qntrl can be triggered when carrying out tasks at any stage or transition or while performing a specific action.
                                                                                                • Qntrl for iPhone

                                                                                                  Carry your workspace wherever you go using Qntrl's mobile app. Users can view requests, perform cards, and track updates on the go by downloading Qntrl's iOS application.  Minimum OS version: iOS 10 Install Qntrl to your iPhone You can install Qntrl ...
                                                                                                • Qntrl for Android

                                                                                                  Qntrl app is available for Android devices. Users can perform actions on the go using Qntrl app for mobile.  Minimum OS version: 5.1 Lollipop Install Qntrl to your Android device  Qntrl's  android app is available in Play Store. Search for ‘Qntrl’ in ...
                                                                                                • Document Merge in Qntrl

                                                                                                  Early Access   Document Merge for Qntrl is not enabled for all users. If you’d like to try it out, please email our support team for early access.  Qntrl allows you to attach dynamically customized documents to emails and cards using document merge. ...
                                                                                                Wherever you are is as good as
                                                                                                your workplace

                                                                                                  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