1. Create email templates 
   
2. Create newsletter templates 
   

1. Inventory modules 
   
2. Special instructions 
   
3. Inventory template tags 
   

1. Manage template folders 
   
2. Modify a template 
   
3. Delete a template 
   

1. Enter the Template Name.
   
2. Select the destination folder for your template from the Select Folder drop-down list.
   
3. Add the email address you want to appear in the 'From' field. Replies will also go to this address.
   
4. Add a Subject line for the email.
   
5. You can also attach a file to your email (maximum file size: 3MB).   
   

1. Select the required module from the Available Merge fields drop-down list.
   
2. Select the relevant field name, based on the category (User, Organization, or Specific Module).
   
3. Copy the field (for example, $contacts_firstname) from the Copy Merge Field value  and paste it in the body of the email template. 
   

 

      6. Click Save.

Field Name	Description	Data Type
Record Type	Displays the record type for email template	Text Box
Template Name	Enter the name of the email template	-
Select Folder	Select one of the available folders	Dropdown
From	Enter the email address you want in the 'From' field. Email replies will also be sent here	Dropdown
Subject	Enter the subject to be displayed in the email	Text Box
Attachment	Attach file to the email(maximum file size: 3mb)	-

Sample Email Template

1. Dear $leads_salutation $leads_firstname $leads_lastname,
   
2. 
   
3. Thank you for your interest in Zylker motors.
   
4. We welcome your suggestions and comments to further improve our product.
   
5. 
   
6. Sincerely,
   
7. <$User_Name>
   

Email Output

Create inventory templates

Inventory Modules

1. In the Extension Details page, click Templates in the left pane and click Inventory Templates from the drop-down option.
   
2. Click New Template.
   
3. In the Template Information page, fill in the following fields:
   
1. Enter the Name of the Email template.
   
2. Select the primary module from the Record Type drop-down list.
   
3. Choose the destination folder from the drop-down list labelled Select Folder.
   
4. Select the checkbox labelled Set as Default. (Optional)
   

1. In the Email Template Body section, compose the standard text of the email (limit:32000 characters).
   
2. Auto populate your template email with data from your Zoho CRM by incorporating field values from various modules:
   
1. Select the required secondary module from the Available Merge fields drop-down list.
   
2. Select the relevant field name based on the category (User, Organization, or Specific Module).
   
3. Copy the field (for example, $Quotes.Account Name) from the Copy Merge Field value and paste it in the body of the email template.
   

1. Click Templates in the left pane and select the type of template you would like to organize into folders. 
   
2. In the [ Templates] page, click New Template Folder.
   
3. In the Folder Details page, enter the Folder Name and add a description.
   

Modify a template

1. Click Templates in the left pane of the Extension Details page and select the type of template you'd like to modify.
   
2. Click the Edit icon corresponding to the template you'd like to modify.
   
3. In the Edit Email Template page, make the necessary changes and click Save.
   

Delete a template