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.
Related Topics:
  1. Visitor History

    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

                                    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

                                                                                                      • Email Signature

                                                                                                        You can now change the stereotype email signatures and explore Zoho SalesIQ’s Chat signature, and allow your email recipients to strike a conversation instantly from the emails you send. You can also set-up your company info, contact, address and ...
                                                                                                      • Integrating Desk with SalesIQ

                                                                                                        You can set up your predefined smart rules in desk for the chat transcript sent from Zoho SalesIQ on Chats and Missed chats. All attended chat transcript will be addressed with the subject line “Chats :” followed by the visitor question. All missed ...
                                                                                                      • Supervisor guide

                                                                                                        Supervisors can manage, monitor, and analyze the performance of your operators using the tools provided in SalesIQ. The supervisor guide will help you understand and use the features that are available for the supervisors. Joining the SalesIQ portal ...
                                                                                                      • Integrating Mad Mimi with SalesIQ

                                                                                                          What is Mad Mimi? Mad Mimi is an email marketing service that enables users to create, send, and track email campaigns without using templates. How to integrate Mad Mimi with SalesIQ? Navigate to Settings > Developer Space > Integrations > Email ...
                                                                                                      • Action Cards

                                                                                                        Action cards are used to perform actions based on the visitor's needs and information collected so far in the flow. Channel compatibility and limitations All action cards are supported in Facebook, Instagram, WhatsApp, and Telegram. Criteria Router ...
                                                                                                        Wherever you are is as good as
                                                                                                        your workplace



                                                                                                          Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.


                                                                                                          Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.


                                                                                                          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