Email Templates - Zoho SalesIQ

Email Templates

You can now create templates for all your emails and store them in Zoho SalesIQ. If you're a frequent email user, you no longer have to type long email content every single time. Instead, you can draft the email and store them as templates and choose them right from the editor.

Benefits of email templates

  1. Email templates let you add your content into an existing template saving you the time of designing new templates for every new email that is sent out. That means you get to spend more time creating content and less time on designing.
  2. Email templates give you a way to build your brand right into the template itself. This results in a positive, consistent brand experience that your subscribers want to interact with again and again.
  3. You can add basic personalization like your subscriber’s name, or company name and deliver a personalized experience. With email content that speaks to your individual subscribers, you have a bulletproof email campaign.

How to add an email template?

  1. Go to Settings > Personalize > Email Templates and click Add.

  1. Provide a subject line and the email content you frequently use.
Note: The subject line you provide here will reflect only if there is no subject in the email while you choose the template. 
  1. You can also use dynamic text in the emails templates, on typing % the text suggestion list will appear.

  1. You also have an option to preview the template or send an test email before you save. 

  1. Then, choose the departments for which you would like to associate the template. 

  1. Click Save.
  2. You can also view the performance report of the template in the overview page.
Note: Only if you have chosen Department in the Portal Settings > Portal Email Configuration > Control visibility of email templates section, this option will appear in the templates section. 

Managing email templates

  1. Hover and click to edit the email template.
  2. To delete a template you can click on the Trash icon that appears on hover and to disable it you can click on the toggle button on the far right of the corresponding template.
  1. You can enable/disable the templates by clicking on the toggle button that appears near each template.
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