Email Templates

Effective customer communication is essential for any business's success. Vertical Studio provides robust email template functionality, allowing businesses to create and distribute consistent messages to multiple recipients easily. These templates can be used for mass emails to leads or contacts, as well as for triggering email notifications to users based on specific workflow rules.

Vertical Studio offers three methods to create email templates:

Design from scratch: Build templates tailored to your brand’s needs.
Use pre-designed templates: Select from professionally crafted layouts for quick customization.
Insert custom HTML: Import your HTML designs to ensure a unique and personalized look.

Email templates are available in both the Developer Console and the subscriber organizations. To access templates, navigate to the Templates section in the left-hand menu of the Developer Console.

Refer to Creating and Managing Email Templates help page for detailed guidance.

Packaged Email Templates

Packaged Email Templates are created in the developer console and deployed to subscriber organizations during signup or through upgrades. Any new Email Template that is created in the developer console will be included in the next version of the application.

To know more about packaging, please refer to our guide on Components Packaging in Zoho Vertical Studio.

The following table explains the upgrade behavior of an existing packaged Email Template already deployed in subscriber organizations.

Property	Upgrade Type	Modify Access
Template Folder	Upgradable	Developer and Subscriber Editable
Template Name	Non-upgradable	Developer and Subscriber Editable
Draft Template	Non-upgradable	Developer Only
Template Folder Name	Upgradable	Developer and Subscriber Editable
Template Folder	Non-upgradable	Developer and Subscriber Editable
Template Content	Non-upgradable	Developer and Subscriber Editable
Template Delete	Upgradable	Developer Only

Note
If an Email Template is deleted in the Developer Console, it will not be removed from the subscriber accounts.

Inventory Templates

In Vertical Studio, Inventory Templates offer a powerful way to customize the print layout of key documents such as Quotes, Purchase Orders, Sales Orders, and Invoices to align with your business needs. With this functionality, you can personalize various elements, including field selection, the placement of your company logo, the overall design, and the alignment of line items.

Packaged Inventory Templates

Packaged Inventory Templates are created in the developer console and deployed to subscriber organizations during signup or through upgrades. Any new Inventory Template that is created in the developer console will be included in the next version of the application.

To know more about packaging, please refer to our guide on Components Packaging in Zoho Vertical Studio.

The following table explains the upgrade behavior of an existing packaged Inventory Template already deployed in subscriber organizations.

Property	Upgrade Type	Modify Access
Template Folder	Upgradable	Developer and Subscriber Editable
Template Name	Non-upgradable	Developer and Subscriber Editable
Draft Template	Non-upgradable	Developer Only
Template Folder Name	Upgradable	Developer and Subscriber Editable
Template Folder	upgradable	Developer and Subscriber Editable
Template Content	Non-upgradable	Developer and Subscriber Editable
Template Delete	Upgradable	Developer Only

Note
If an Email Template is deleted in the Developer Console, it will be removed from the subscriber accounts as well.

Mail Merge Templates

Mail merge templates in Vertical Studio simplify the process of creating personalized documents such as letters, forms, address labels, envelopes, and more. By using merge fields (variables), these templates dynamically pull data from your application, enabling you to generate customized documents with accurate details for each recipient automatically.

For instance, when sending personalized letters to multiple leads or preparing standardized templates for agreements or other legal documents, there is no need to manually enter individual details. Instead, you can set up a template with merge fields (e.g., from the Leads module), and the system will generate personalized documents for each recipient during the merge process.

Packaged Mail Merge Templates

Packaged Mail Merge Templates are created in the developer console and deployed to subscriber organizations during signup or through upgrades. Any new Mail Merge Template that is created in the developer console will be included in the next version of the application.

To know more about packaging, please refer to our guide on Components Packaging in Zoho Vertical Studio.

The following table explains the upgrade behavior of an existing packaged Mail Merge Template already deployed in subscriber organizations.

Property	Upgrade Type	Modify Access
Template Folder	Upgradable	Developer and Subscriber Editable
Template Name	Upgradable	Developer and Subscriber Editable
Draft Template	NA	NA
Template Folder Name	Upgradable	Developer and Subscriber Editable
Template Folder	Upgradable	Developer and Subscriber Editable

Note

If a Mail Merge Template is deleted in the Developer Console, it will be removed from the subscriber accounts as well.

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