Tip #16: Sobre las plantillas de correo electrónico

Tip #16: Sobre las plantillas de correo electrónico

Tips and tricks #16.
¡Hola a todos!

Bienvenidos una semana más de la serie de Tips and Tricks para CRM de Español Zoho Community. ¿Acabas de llegar? Te sugiero que te pases también por los anteriores.

Esta semana vamos a comentar otra de las características de las que dispone Zoho CRM. Efectivamente, se trata del envío de correos electrónicos desde la plataforma, y de forma concreta, hoy trataremos las plantillas de correo. ¿Se te ha pasado por la cabeza el tiempo que podrías ahorrar si tuvieses varios correos prediseñados para esas acciones repetitivas de tu día a día? Hoy te explicamos cómo usar las plantillas de correo electrónico en CRM para agilizar esas tareas, sin perder de vista una buena comunicación con el cliente.

Tip #16: Sobre las plantillas de correo electrónico.
Una parte del trabajo del equipo de ventas se basa en contactar con clientes potenciales y contactos a través de correos electrónicos. Las razones pueden variar: desde introducirlos a la empresa, productos y servicios que ofertan, hasta enviarles un presupuesto, pasando por recordarles la próxima visita de uno de los comerciales. Zoho CRM cuenta con varias plantillas de correo asociadas a cada módulo, de forma que dependiendo del asunto del mensaje, podrás encontrar la plantilla "a mano" dentro del CRM. Veamos en un ejemplo el proceso de creación y envío de una plantilla de correo:

Ejemplo: dar la bienvenida a un cliente potencial.
Elisa nos ha contactado a través de la web y sabemos que está interesada en saber más sobre nosotros. Para agilizar el proceso de dar la bienvenida a alguien nuevo (lo cual suele tener un contenido bastante estándar) podemos crear una plantilla de correo. Para hacerlo, sigue los siguientes pasos:
  1. Ve a Configuración > Personalización > Plantillas.
  2. Asegúrate de que estás en la sección de Correo Electrónico.
  3. Selecciona el botón azul de la izquierda de + Nueva Plantilla para crear una nueva.
  4. Selecciona para qué módulo quieres crear la plantilla. En este caso será Posibles Clientes.
  5. Pon nombre a la plantilla y rellena el Asunto del mensaje (o asunto del correo electrónico).
  6. Diseña tu mensaje utilizando el panel de la izquierda, haciendo clic y arrastrando en los elementos que necesitas.


En este ejemplo de plantilla podemos ver varios elementos:
  • Hemos elegido el color blanco para el fondo del mensaje para simular un correo estándar.
  • Hemos insertado una imagen en la parte superior para mostrar nuestro logo.
  • Hemos insertado un campo de texto para construir nuestro mensaje.
  • Hemos añadido una etiqueta de campo con el nombre del posible cliente, introduciendo # y seleccionando el campo que nos interese. Esto personalizará el contenido del mensaje.
  • Hemos colocado un botón con enlace al apartado Nuestros Productos de nuestra página web.
  • Hemos añadido un enlace de correo electrónico para crear un correo automáticamente a la dirección de la comercial.
Podemos guardar la plantilla en una carpeta individual (sólo el usuario que la cree podrá verla) o en una carpeta de grupo (otros usuarios podrán verla).

Una vez creada la plantilla, estamos listos para enviarla. ¿Cómo lo hacemos?
  1. Encuentra el posible cliente al que quieras enviar el correo en el módulo de Posibles Clientes.
  2. Si tienes una tarea pendiente creada para el posible cliente, puedes enviar un correo electrónico haciendo clic en el botón verde de la derecha, de Enviar correo electrónico. Si no tienes una tarea pendiente, puedes ir a la parte superior del posible cliente y hacer clic en el botón verde de Enviar correo electrónico en la parte derecha.
  3. En la ventana emergente de correo electrónico, ve a la parte superior derecha y haz clic en Elija una plantilla.
  4. Escoge la plantilla deseada.


¡Y todo listo para enviar en mensaje!

Este ha sido sólo un ejemplo, pero puedes crear plantillas para cualquiera de los módulos de CRM. Por ejemplo, puedes crear una plantilla para el módulo Tratos que contenga un presupuesto, o adjuntar archivos a las plantillas de correo.

Las plantillas de correo pueden usarse en distintos procesos en CRM, como en reglas de flujos de trabajo o en formularios web, entre otros. Si decides editar alguna de las plantillas, puedes ver si ésta está asociada a otros items de CRM haciendo clic en la parte derecha de la plantilla, en el listado de plantillas (ver paso 1 del ejemplo).

​

¡Y esto es todo! Puedes encontrar más información sobre las plantillas de correo electrónico de Zoho CRM en este enlace.

¿Conocías esta función? ¿Qué te parece? ¡Añádelo en los comentarios!




        • Recent Topics

        • Automatic category assignment

          Hi, I’d like to ask if there is a way to automatically assign an expense category based on the recognized Merchant. What would be the simplest way to set up automatic category assignment? Alternatively, is there an option to first choose the category

        • Need Help to setup plugs along with codeless bot buidler. To send sms OTPs to users via Zoho Voice and to verify it

          Need Help to setup plugs along with codeless bot buidler. To send sms OTPs to users via Zoho Voice and to verify it. I get leads from our website and we need to make sure those are not junk. So we are using proactive chat bot and we need mobile OTPs to

        • Experience with Zoho Vertical Studio

          I'm considering Zoho Vertical and would love to hear from some devs who've been using it. The Zoho ecosystem is pretty solid, so I assume the experience has been pretty good, but sometimes Zoho has its quirks. Overall, has your experience been positive?

        • Rich text Merge field - Not using font specified in HTML

          I have a rich text merge field in a writer template which is creating a table. I have chosen to use this method instead of a repeat region because I need to specify specific cell background colours which change every time the document is created. The

        • Change text in help desk

          Hi, Please let me know how can i change the this text, see screenshot.

        • Advance PDF creation from CRM data

          I'm trying to create a PDF export of data in the CRM. My problem is I want a pretty complicated format for the data. I'm trying to export multiple modules worth of data, with nested one-to-many relationships between the modules. Along with that, I want

        • Setting default From address when replying to request

          At the moment, if I want to reply to a request, the From field has three options, company@zohosupport.com, support@company.zohosupport.com, and support@company.com.  The first two are really internal address that should never be seen by the customer and

        • Where does this report come from in the Zoho One ecosystems?

          Is this directly from MA, Analytics or ??? ???

        • Cliq iOS can't see shared screen

          Hello, I had this morning a video call with a colleague. She is using Cliq Desktop MacOS and wanted to share her screen with me. I'm on iPad. I noticed, while she shared her screen, I could only see her video, but not the shared screen... Does Cliq iOS is able to display shared screen, or is it somewhere else to be found ? Regards

        • Creating Restaurant Inventory Management on Zoho

          Hi,  We run a small cloud kitchen and are interested to use Zoho for Inventory and Composite Item tracking for our food served and supplied procured to make food items.  Our model is basically like subway where the customer can choose breads, veggies,

        • Sub-Form Padding in CSV Export

          Hi, When you use the Sub-Form, and for example you have a Date Field on the Main Page, then Option 1 and Option 2 fields on the Subform, when you export this to CSV the Date column will only have the Date in 1 row, the first row, it would be nice to pad

        • More Formula Functions

          Hi, I would ike for example to be able to have a Date Field and Formula Fields, and then in the Formula Fields I would like to grab just the Month of the above Date Field or the Week Number of the above Date Field. So more "Functions" than the current

        • Composite Services and Account Tracking

          I am looking to garner support/request the ability to make composite services. A quick search in the forums brings up multiple requests for this feature. I fail to see why an item is mandatory while services are optional. I also would like to see the

        • All operation codes getting Not applied in WO-TT22J1025WOR0471, SR-TT22J1025PRE0423,FOR VIN-W1K6G2AB2SL005130.

          Dear Support Team, Please refer attached screenshot. All operation codes getting not applied in work order. Request you to please check and update ASAP.

        • Transitioning to API Credits in Zoho Desk

          At Zoho Desk, we’re always looking for ways to help keep your business operations running smoothly. This includes empowering teams that rely on APIs for essential integrations, functions and extensions. We’ve reimagined how API usage is measured to give

        • Power of Automation::Streamline log hours to work hours upon task completion.

          Hello Everyone, A Custom Function is a user-written set of code to achieve a specific requirement. Set the required conditions needed as to when to trigger using the Workflow rules (be it Tasks / Project) and associate the custom function to it. Requirement:-

        • Customer Grouping

          Hi, how can I group multiple customers into single group. So that I can have idea of accounts receivables of all the customers in single group. Like if there are multiple subsidiaries of same company we have having a business with, and want to view the

        • Bank Receipt Catagorization

          Hi, how can I match a bank deposit to multiple customer's invoices ? For e.g. A single person paid to us on behalf of different five customers. I need to keep the separated invoices for each customer

        • "Performed changes in the query is not allowed due to following reason" when adding columns or reordering data

          I'm trying to make changes to a query but every time i try to save it i get this error message.  I'm not touching the data it's flagging.  All I've tried to do is reorder a couple of fields and add a new one.  Why won't it let me do this?  It's a core

        • Zoho Forms to Zoho CRM : First/Last Name to just Name ?

          When integrating a Zoho Form into the Accounts menu of the CRM I'm having trouble with how names are formatted ; In Forms the data is available as First Name or Last Name In the CRM there is only one field called Name How can I ensure that "John" "Smith"

        • multiple contacts for one account

          We currently use Zoho CRM where each Account represents a club or organization, and each Contact represents a manager or owner. However, some of our managers own or manage multiple clubs, and Zoho only allows a contact to be linked to one account at a

        • Exclude Segment from Campaign Recipients

          I've created two Segments in order to separate Non-Marketing Contacts from Marketing Contacts. I'd like to send an Eblast to all Marketing contacts in my lists, but when I go to select Recipients, I have two options: 1. To Choose Lists to Send to; 2.

        • Reschedule Multiple/Mass Calls at Once

          When we go into a Call record, we have the option to "Reschedule Call." How can we select multiple Calls at once from the Activities tab and Reschedule them? The big use case for us: We have many leads that our reps are supposed to call on a daily basis.

        • Option to Empty Entire Mailbox or Folder in Zoho Mail

          Hello Zoho Mail Team, How are you? We would like to request an enhancement to Zoho Mail that would allow administrators and users to quickly clear out entire folders or mailboxes, including shared mailboxes. Current Limitation: At present, Zoho Mail only

        • I want to Make the due date of the project appears automatically

          hello everyone I want to know if the zoho projects app can add automatically the END DATE of the project I added the duration, start after dates of each tasks in the project template & the starting date of the project itself and the end date of it doesn't

        • Drag 'n' Drop Fields to a Sub-Form and "Move Field To" Option

          Hi, I would like to be able to move fields from the Main Page to a Sub-Form or from a Sub-Form to either the Main Page or another Sub-Form. Today if you change the design you have to delete and recreate every field, not just move them. Would be nice to

        • Get Zoho Mail API working (including DRE Connector, Oauth Token, ZUID, ZOID & ACCOUNT_ID)

          Disclaimer: I’m not a professional coder! Do you need to use Zoho Mail API? Me too. It lets you do all sorts of things — like reading the complete header of an email, or forwarding an email with its attachments — which is what I wanted to do. But setting

        • Kaizen #129 : Client Script Support for Blueprints

          Hello everyone! Welcome to another week of Kaizen. Today, let us discuss about how you can use Client Script during a Blueprint transtion to meet your requirements. This Kaizen post will provide solution for the post - Need non-mandatory fields in blueprint

        • Deluge Tips & Tricks: Mastering dates and times

          Hello everyone! We're bringing back our Deluge Tips & Tricks series, where we show you how to make the most of Deluge for achieving a wide range of use cases. Working with dates and times is a fundamental part of almost any business application. Whether

        • Adding a Button in a Form in Zoho Creator App

          Hi I want to know how can I add a Button in Zoho Creator form. I have options that I select from a multiselect options and I want the button to add those selected options in a Subform. I do not want to add on a Page Builder I want it inside a specific

        • Internal Exception for Creator function

          I have been running a script successfully for several days using the scheduler in my application. Now today it suddenly creates and Internal Exception error. Nothing has changed about the script. The data is still retrievable from the web service it is using. Why would this suddenly be happening for no apparent reason? Also noticed that my usage logs are not up to date. Is something changing behind the scenes?

        • How to Set Up a Custom Domain and Customize Homepage

          Hello, I am experimenting with Zoho Creator to build applications for my own use case and have encountered a couple of issues: 1. Custom Domain Access: Is it possible to access my Zoho Creator application through a domain that I own? If so, how does the

        • Announcing new features in Trident for Mac (1.26.0)

          Hello everyone! Trident for macOS (v1.26.0) is here with new updates to securely manage your passwords, locally save your emails, and protect against emails with suspicious URLs. Let's take a quick look at them. Manage passwords with Zoho Vault eWidget.

        • Sub-Form Fields as Filters for Reports

          Hi, I would like to use the Sub-Form Fields as Filters in Reports just like we do for Main Page Fields. Thanks Dan

        • Cadence reports as front-end reports

          Hello everyone, We have built a cadence which is connected to the Leads module. There are 11 steps in total, 7 are automatic emails and 4 are tasks for the Lead owners. As admins, we have access to this (very nicely made) 'View Reports' tab where we can

        • Default Value on a Number

          Hi, I would be nice to also be able to set the Default Value for a Number Field, not just the Initial Value shown, so if not on the screen so not enetred it can have a value of 0 for example. Thanks Dan

        • Having trouble fetching contents of Zoho Connect Feeds using the API, requesting alternative API documentation.

          I'm trying to retrieve feed/post data from Zoho Connect using the API but facing challenges with the current documentation. What I've tried: OAuth authentication is working correctly (getting 200 OK responses) Tested multiple endpoints: /pulse/nativeapi/v2/feeds,

        • Tip#44: Custom Tags and Cluster Tags

          Tagging your work items helps categorize and label work items within your Zoho Sprints workspace. Now, this feature is expanded across multiple modules, along with the introduction of cluster tags that offer an advanced tagging mechanism. Manage Tags

        • CRM : Function to add user name to text field

          I have a lookup field in a module that is linked to the CRM users so we can assign a Project Lead to the customer. Sadly Zoho Marketing Automation doesn't sync Lookup fields so I need to extract information from the lookup to text fields: Lookup field

        • Extensions 101 webinar series: Build, integrate, and monetize with extensions

          Attention developers! Are you ready to take your extension development skills to the next level? We're excited to bring back the Extensions 101 webinar series with an expanded lineup of Zoho products and an introduction to more platform features. Last

        • Next Page