How to insert CRM Email Templates into Merge and Send emails
Overview
Reuse the email templates when you merge and email documents in writer. The merged document will be sent as an attachment along with the selected CRM template's content as the email body.
Steps
- Check the Merge & send via email as the output option.
- In the Email Settings dialog box that appears, choose From and To email addresses. These email id's might belong to the document owner, an organization or a person. You can also type in a custom sender name for your email if required.
- Enter a subject line for your email.
- Select Attachment and assign a name to the attachment or choose Send as Link.
- Select CRM Email Template as Message and choose an appropriate CRM mail template.
- Enable read receipts and link tracking if necessary. The document will be sent via email to each user once the merge is run.
Troubleshooting
Error/ Symptom: CRM Email Template option not showing
Possible Cause: The CRM Email Template option in Merge and Send via Email is available only for CRM merge templates that are created within the CRM interface. If the merge template was created outside CRM, this option will not appear.
Recommended Solution:
To access the CRM email template option, we recommend the following steps:
- Download your existing Writer merge template in ZDoc format.
- Go to Zoho CRM > Templates > Select the required module.
- Import the downloaded ZDoc file as a Mail Merge Template.
- Once the template is managed in CRM, perform the merge directly from CRM.
After completing these steps, you should be able to see the “CRM Email Template” option while using the “Merge & Send via Email” feature. Refer to this article for more details.
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