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

        • How to update changed purchase account of item in invoice

          I have selected the wrong purchase account for various articles and created invoices. I had to adjust the purchase account in the article afterwards, but the old purchase account is still posted in the transaction-journal of the invoice. To adjust the

        • Zoho Suite is very slow

          Since today Zoho is incredibly slow over all applications! What's going on?

        • Not sure how to use credits to my account

          Hi I have a $50 credit to my account. I'm just wondering how I can apply that to either a current invoice or to try a new service. Any advice would be great, thanks. Kind Regards Chris

        • Control who sees Timeline and Interactions in Zoho CRM through Profiles

          The feature has been enabled for all DCs (except US, EU, and IN DCs). We will be rolling it out to the other DCs in the upcoming days. Dear All, In a CRM, not all users would require access to the history of a record. For instance, a Marketing Operations

        • Zoho Desk Integration - Add the option to send the estimate from the Zoho Desk Ticket Integration

          Hi, Currently in the Zoho Desk integration, the user is able to create an estimate from a ticket, once the estimate is created the user can see the estimate under the ticket (see screenshot below), but is not able to send that estimate from Zoho Desk.

        • Utilisation de Zoho en conformité avec l’article 286 du Code général des impôts (CGI)

          Cher(e) client(e), Conformément à l’article 286 du Code général des impôts (CGI) impose aux entreprises assujetties à la TVA d’utiliser des systèmes de caisse ou de gestion commerciale certifiés lorsqu’elles enregistrent des ventes à des particuliers.

        • Issue showing too many consultations in my workspace link.

          Hi Team, I’ve set up two Workspaces to track meetings from different sources. So far, this has been working well, and the two Workspaces are differentiated without any issues. However, when I navigate to Consultations and share the link to my personal

        • 👋 Welcome to the Zoho MCP Community

          Hello all, glad to have you here! This is your space for everything AI agents, MCP tools, and intelligent business apps. This community is for you — developers, partners, creators, and businesses exploring how agents can transform work. Whether you’re

        • CRM Validation Rules Support Only Single Condition

          Simply put, CRM validation rules support only a single condition for each field on "All Records". You also cannot specify additional validation rules on the same field because it has already been used in an existing validation rule. The ONLY solution

        • Unapproved Leaves are hard to distinguish in Attendance View

          This is a an unapproved leave request It appears in the Attendance view without any visual indicator if its approved or not For a whole day request this might be manageable but for hourly requests it gets very hard to know which are approved, which are

        • Performance Appraisal Probation Period

          Hello All,  Is there any possible way to create an appraisal cycle for new staff members, at the end of probation period? Many thanks!

        • Zoho Creatorの一括操作における処理の同期/非同期について

          現在、Creatorのレポート機能を利用して、複数のレコードに対して一括で処理を実行しようとしていますが、処理の実行順序について確認したいことがあります。 レポート内の複数レコードに一括で処理を実行した際、処理は同期的に行われるのでしょうか？それとも非同期的に行われるのでしょうか？ 【同期処理の場合】 レコード①に対する処理が開始され、終了後にレコード②に対する処理が開始され、最後にレコード③に対する処理が実行されるように、処理が順番に行われる場合。 【非同期処理の場合】 レコード①、レコード②、レコード③の処理が一斉に開始され、それぞれ並行して処理が行われ、全処理が終了する場合。

        • Adding Chargebee as a Data Connector

          Is it possible to get Chargebee added as a Zoho Analytics data connector?

        • Delete commerce website

          I need to delete a commerce website, but the only option is to click on settings, REQUEST DELETE, choose an urgency notice, add a message....AND THEN nothing, no way to send the request. Why is nothing simple!?!?!  I just want to delete the store.  The

        • Adding external users to Zoho Social under Zoho ONE licence - how to best achieve this

          My client has a small business, and we are looking to implementing Zoho ONE with a single flexible user licence as that is all they really need and offers the best pricing for the range of modules we eventually wish to set them up with, one of which will

        • Has anyone built a custom AI support agent inside Zoho (SalesIQ/Zobot)?

          Hi all, I’ve been experimenting with building my own AI support assistant and wanted to see if anyone here has tackled something similar within Zoho. Right now, I’ve set up a Retrieval-Augmented Generation (RAG) pipeline outside of Zoho using FAISS. It

        • This mobile number has been marked spam. Please contact support.

          Problem Description: One of our sales agents in our organization is unable to sign in to Zoho Mail. When attempting to log in, the following message appears: This mobile number has been marked as spam. Please contact support at as@zohocorp.com @zohocorp

        • Zoho Books - Hide Convert to Sales Order if it can't be used.

          Hi Books team, I noticed that it is not possible to convert a Quote to a Sales Order when a Quote is not yet marked as accepted. My idea is to not show the Convert to Sales Order button when it is not possible to use it, or show it in a grey inactive

        • What’s New in Zoho Inventory | April 2025

          Hello users, April has been a big month in Zoho Inventory! We’ve rolled out powerful new features to help you streamline production, optimise stock management, and tailor your workflows. While several updates bring helpful enhancements, three major additions

        • Zoho Books - Quotes to Sales Order Automation

          Hi Books team, In the Quote settings there is an option to convert a Quote to an Invoice upon acceptance, but there is not feature to convert a Quote to a Sales Order (see screenshot below) For users selling products through Zoho Inventory, the workflow

        • When Zoho Tables Beta will be open to EU data center

          Hello all, We in EU are looking at you all using and testing and are getting jealous :) When we will be able to get into the beta also? We don't mind testing and playing with beta software. Thank you!

        • Pass current date to a field using Zoho Flow

          I am trying to generate an invoice automatically once somebody submits a record in Zoho CRM. I get an error in the invoice date. I have entered {{zoho.currentdate}} in the Date field. When I test the flow, I get "Zoho Books says "Invalid value passed

        • API: Mark Sales Order as Open + Custom Status

          Hi, it's possible to create Custom Status (sub-status actually) states for the Sales Order. So you have Open, Void. Then under Open you can have Open, and create one called Order Paid, Order Shipped, etc etc...which is grouped under Open. I can use the

        • Zoho Quartz Screen Recording

          Hello, can we get access to Quartz, please, as a standalone solution? It would be great for creating training videos for current and future staff on how to use Zoho software according to our company requirements. Thank you

        • Tip 26: How to hide the "Submit" button from a form

          Hi everyone, Hope you're staying safe and working from home. We are, too. By now, we at Zoho are all very much accustomed to the new normal—working remotely. Today, we're back with yet another simple but interesting tip--how to hide the Submit button from your forms. In certain scenarios, you may want to hide the submit button from a form until all the fields are filled in.  Use case In this tip, we'll show you how to hide the Submit button while the user is entering data into the form, and then

        • filter broke my data

          I uploaded a file recently from Sheets and it has top 2 rows frozen, with table headers in second row and each one is filterable. somehow my first 2 columns became unfiltered and no matter what I do I cannot reapply the filter?? also didn't realize they

        • How do I move Notes around within a Group?

          It says here: " You can now sort notes by title (alphabetically), or by date modified and date created. You can even organize your notes by dragging and dropping them into a particular order. To sort your notes, simply go to Settings and tap “Sort By.” Please note: all sort settings will be saved and synced across devices, except for custom sorting. Custom sorting will be device specific."However, I am unable to 'custom sort' in either Notebook for Mac or on the Web. In addition, I can't find the

        • Generate a link for Zoho Sign we can copy and use in a separate email

          Please consider adding functionality that would all a user to copy a reminder link so that we can include it in a personalized email instead of sending a Zoho reminder. Or, allow us to customize the reminder email. Use Case: We have clients we need to

        • Zoho Sign: need to leave document pending for up to a year, or maybe there's a better way?

          I have zoho one, maybe there's a better way to do this with another service than sending a zoho sign template from zoho crm. At the end of the day this requirement is due to regulations, no matter how dumb it may seem. I'm just looking for a way of getting

        • Separate Items & Services

          Hi, please separate items and services into different categories. Thank you

        • What's New in Zoho Inventory | Q2 2025

          Hello Customers, The second quarter have been exciting months for Zoho Inventory! We’ve introduced impactful new features and enhancements to help you manage inventory operations with even greater precision and control. While we have many more exciting

        • Mastering Zia Match Scores | Let's Talk Recruit

          Feeling overwhelmed by hundreds of resumes for every job? You’re not alone! Welcome back to Let’s Talk Recruit, where we break down Zoho Recruit’s features and hiring best practices into simple, actionable insights for recruiters. Imagine having an assistant

        • We are unable to process your request now. Please try again after sometime or contact support@zohoaccounts.com

          I cannot sign up and return the error of we are unable to process your request now. Please try again after sometime or contact support@zohoaccounts.com

        • Multi-currency - What's cooking ?

          Hi,       We have been doing this feature for sometime and we would like to give you some glimpses of it.  Working with Multi Currency :        Multicurrency support gives you the ability to handle business transactions in multiple currencies. You can define a base currency for your organization and add more currencies with exchange rates based on the base currency.  Setup :        From the setup page, you can manage all the currencies supported by your organization.       Currencies page        

        • Integrating Chatbot with Zoho Creator Application

          Is it possible to integrate a chatbot with a Zoho Creator application?

        • How to reduce programmatically the image uploaded by user?

          I need a function that will automatically reduce the pixel dimension to 800 x 600 pixels / 180 resolution or (approx. 1.37MB) of image uploaded by user from digital camera, for example, 2271 x 1704 pixels /180 resolution or approx. 11.1MB. After the user selected the image, the function will able to detect if pixels is above 800x600, process the photo (crop/ reduce) and resume upload. Need help...  

        • Dark mode for Zoho Creator / Zoho CRM Code editor

          Hi Team, Is there any plans for Dark mode in Zoho creator / Zoho Crm code editor and development pages in pipeline?

        • Is there a way to make a button scroll down?

          Looking to have a button on a landing page scroll down to another section on the page. Any recomendations outside of coding?

        • Collective-booking event not added to all staff calendars

          We assign two staff to certain events. When the client books this event, it adds it to one staff calendar (the 'organiser') but not the other. How can I ensure all staff assigned to a collective booking get the event in their calendar? (A side note: it

        • ZOHO Android Client

          Hi, I installed the Android app, but it had an issue, so I reinstalled it. I was able to add multiple accounts, but now when I add the next account, it just duplicates the one I already have and will not even allow me to enter the info for another account.

        • Next Page