Need Smarter Way to Send Repeat (Yet Changing) Content in Emails

Need Smarter Way to Send Repeat (Yet Changing) Content in Emails

Hopefully, someone here has a solution or is dealing with the same thing - Zoho support doesn't seem to understand what I'm trying to accomplish. I'm trying to find an easy way to update a section of all CRM templates at once or use another Zoho tool that offers some kind of dynamic field to handle my messages instead. 

Background: We sell one core product and about a dozen add-ons to that product. We beat our competitor's pricing by a mile on all of it, so we like to include pricing in 99% of our sales-related emails. 

Tools: We have Zoho One, so we can use anything in the Zoho suite to accomplish this. Right now, these processes are handled through Zoho CRM using Contacts, Deals, and Templates.

Flow: A typical client flow might look something like this:
  1. A prospect expresses interest in our core product. We add them to CRM as a Contact, then create a Deal. The first email they receive is sent via a Deals CRM Template that says something akin to: "Here's what we do. Our core option is only $X. We also have "B Add-on" for $X, "C Add-on" for $X, and "D Add-on" for $X. When are you free for a consult?"
  2. The prospect responds and has a consult. They're only interested in the core option and "B Add-on." Our sales guru grabs the next template in the series. It's a Deals CRM Template that says something like: "It was great meeting you. As discussed, the Core Option is $X and "B Add-on" is $X - a huge savings over what you're paying now. Here's how to sign up." That template actually lists out all the pricing for everything, but the salesperson deletes the products the person isn't interested in.
  3. A week goes by and the prospect doesn't take action. The sales guru grabs the third Deals CRM Template, which says something like: "I'm afraid if you don't lock in Core Option at $X now, you'll miss out on your special pricing. Please sign up before the end of the week."
  4. The prospect takes action, but only signs up for the Core Option. The Deal is closed. 
  5. A month later, we realize the new client is opening a lot of messages related to "B Add-on" and clicking to read more info. Sales doesn't feel like the client is warm enough to create a Deal, so from the Contacts, they grab yet another CRM template (now the 4th) that says: "We previously spoke about "B Add-on." As you know, it can help you a lot and is only $X. I'd like to set aside some time to discuss your questions about it. When are you free?" (Again, this template actually includes all the add-ons and their pricing. The sales guru just deletes the information that is not relevant to this client.)
  6. The client responds that they are interested in "B Add-on" and agrees to a phone call. The sales guru then creates a Deal. The two talk. The client indicates they want "B Add-on." The sales guru then grabs a fifth CRM Template in Deals that says something like: "I'm excited you're ready to move forward and help your business. As discussed, "B Add-on" is only $X. Here's how to sign up." (Again, this template actually includes all the add-ons and their pricing. The sales guru just deletes the information that is not relevant to this client.)
This all works well. Our clients and prospects receive messages that fit their stage in the journey and it helps considerably with conversions. BUT, as you can see, I've already mentioned five different templates that include pricing. In reality, we have probably 20ish that all do the same thing and are tailored to different stages of the journey or different buyer personas. 

The real issue comes in when the pricing on one product changes. I literally have to go through all of the templates and manually edit it on all of them. It's time-consuming and error-prone. Sometimes I miskey something. Sometimes I miss a template. Last week, I got word I needed to change the price breakdown on one product. I spent an hour fixing all the templates. The next day, I got word I needed to increase the price on something else by $10. Another hour gone. 

I looked into Estimates, but those only seem to work with either Deals or Contacts and I'm not sure it's a good fit regardless. 

Something similar to merge fields has the potential to work, but I don't want to store pricing info inside each Contact and then have to update all of those every time. Furthermore, the price of a product is the price of a product. It doesn't change based on the client and adding a bazillion fields to contacts would make CRM messy anyway.

Zoho support said something about using Subscriptions. We do already use it but the clients do not interact with it. Our Sales person has it set up with a gazillion packages to represent every possible combination of products at every price we've ever had so clients only get billed once per month. Furthermore, we don't want to give package pricing on our emails. We're really only interested in conveying the value of the item they're interested in that moment and sending them to a written contract. 

There has to be a way to include dynamic content in emails somehow. Anyone have a solution?

      Zoho Campaigns Resources


        • Desk Community Learning Series


        • Digest


        • Functions


        • Meetups


        • Kbase


        • Resources


        • Glossary


        • Desk Marketplace


        • MVP Corner


        • Word of the Day


        • Ask the Experts


          Zoho CRM Plus Resources

            Zoho Books Resources


              Zoho Subscriptions Resources

                Zoho Projects Resources


                  Zoho Sprints Resources


                    Zoho Orchestly Resources


                      Zoho Creator Resources


                        Zoho WorkDrive Resources



                          Zoho CRM Resources

                          • CRM Community Learning Series

                            CRM Community Learning Series


                          • Tips

                            Tips

                          • Functions

                            Functions

                          • Meetups

                            Meetups

                          • Kbase

                            Kbase

                          • Resources

                            Resources

                          • Digest

                            Digest

                          • CRM Marketplace

                            CRM Marketplace

                          • MVP Corner

                            MVP Corner




                            Zoho Writer Writer

                            Get Started. Write Away!

                            Writer is a powerful online word processor, designed for collaborative work.

                              Zoho CRM コンテンツ



                                ご検討中の方

                                  • Recent Topics

                                  • Show unsubscribed contacts ?

                                    Hello, I would like to display the unsubscribed contacts. Unfortunately, I do not have this subscription type as described in the documentation (https://help.zoho.com/portal/en/kb/marketing-automation-2-0/user-guide/contacts/contact-management/articles/subscription-type-24-1-2024#Subscription_Type_field.)

                                  • Zoho Developer Community Hackathon 2025 is LIVE!

                                    Hey developers! It’s that time of the year again — the Zoho Developer Community Hackathon 2025 is officially open for registrations! If you’ve been waiting for a chance to stretch your skills, try something new, or finally bring that idea to life, this

                                  • Converted Leads Not Showing in Lead Reports

                                    Converted leads are not showing in the Lead reports. How can I make converted leads visible in the report,

                                  • Text widgets in dashboards

                                    Having a text widget in a dashboard would help immensely. It would allow adding links to related documents, relevant CRM views, etc. It would allow adding explanations of the data displayed in the other widgets, about how to interpret them or about filtering.

                                  • [Webinar] Zoho Writer for content creators and publishing houses

                                    Managing multiple drafts, edits, and client reviews doesn't have to slow you down. Join our upcoming webinar to see how Zoho Writer helps content creators and publishing houses create, edit, and publish seamlessly—all in one place. You'll learn how to:

                                  • Adding Reports to Portals

                                    Is there a way to add Reports to portals so only the user can see report templates relevant to them?

                                  • How to assign one Manual to multiple Spaces?

                                    Hello, I have two spaces, one called tech knowledge and the other one called HR knowledge. I have a manual that is called HR tech. I want to assign this manual to HR knowledge and tech knowledge. How should I do that?

                                  • Introducing VeriFactu Support in Zoho Books

                                    Hello users, Spain has introduced the VeriFactu system under Real Decreto 1007/2023 to ensure integrity, traceability, and anti-fraud compliance in e-invoicing. Starting January 1, 2026, all B2B invoices must be reported to Agencia Estatal de Administración

                                  • How can I assign courses to Spaces?

                                    How can I make courses show up here in this space?:

                                  • When will Zoho Learn be able to support SCORM files on the mobile app?

                                    When I click the SCORM content, I just get a message saying it's not possible yet. Yet implies that it will be coming soon. All I'm asking for is a realistic timeline so I know whether or not to invest my time in using it. If it will be soon, then I will

                                  • Announcing new features in Trident for Windows (v.1.35.6.0)

                                    Hello Community! Trident for Windows just got better with an update that makes working with your emails even more efficient. Let’s dive into what’s new! Work with PST files more efficiently. You can now do more than just view mounted PST files. You can

                                  • Marketing Tip #9: Track your traffic sources

                                    Not all marketing channels work equally well. Knowing whether your visitors come from Google, Instagram, or email helps you focus on what actually drives sales. Try this today: Check your Zoho Commerce reports or connect Zoho PageSense to see your top

                                  • Google Analytics import data inaccurate (as of October 11, 2025)

                                    We have Zoho Analytics connected to GA4 to import daily event data. This has been running without issue for a couple of years. However, a month ago we started noticing discrepancies. All data until October 10 lines up perfectly - October 11 onward is

                                  • Zoho Recruit Slow and Freezing on all screens

                                    We have had an issue with Zoho Recruit for weeks being extremely slow and at times freezing.  We have 100 mega internet, and I went into each computer and updated the virtual memory so there is more available.  Also restarted all computers daily.  Still having the issues.  Almost unable to work.

                                  • Prevent accidental duplicate entry of Customer Ordersome

                                    Zoho Support has confirmed that Zoho currently does not have any method (using Deluge, flow or any other method) to alert a user when a sales order has been entered twice using the same customer reference number (i.e. a duplicate). Most ERP platforms

                                  • Zoho Books | Product updates | November 2025

                                    Hello users, We’ve rolled out new features and enhancements in Zoho Books. From translating email notification templates to the new transaction locking restrictions, explore the updates designed to enhance your bookkeeping experience. Making Tax Digital

                                  • Insert Image into Notebook page

                                    Prior to today, I could add images to my notebook pages. Today when I tried to do this I got an error message that said something like, "There's been a problem on our end. Try again later." So, I've tried all the ways I know how, but I can't insert an

                                  • 【開催報告】名古屋 ユーザー交流会 Vol.2 2025/11/21 Zoho Analytics / Inventory で実現する在庫の"未来予測"

                                    ユーザーの皆さま、こんにちは。コミュニティチームの中野です。 11/21(金)に名古屋 ユーザー交流会 を開催しました。 本投稿では、当日実施したセッションの様子及び投影資料をお届けします。 会場にて参加できなかった皆さまも、ぜひご参照ください。 （Zoho 社員セッションの登壇資料については、11/28(金)開催の東京回の開催報告で共有いたします） 今年2回目の開催となる名古屋 ユーザー交流会では、株式会社エンツナクリエイト 野末さんによる Zoho Analytics / Inventory

                                  • Is there a way to automatically add Secondary Contacts (CCs) when creating a new ticket for specific customers?

                                    Some of our customers want multiple contacts to receive all notifications from our support team. Is there a way to automatically add secondary contacts to a ticket when our support team opens a new ticket and associates it with an account? This would

                                  • Improved RingCentral Integration

                                    We’d like to request an enhancement to the current RingCentral integration with Zoho. RingCentral now automatically generates call transcripts and AI-based call summaries (AI Notes) for each call, which are extremely helpful for support and sales teams.

                                  • Edit Pinned Comments in Zoho Desk

                                    It's great that private comments can now be pinned to the top of the ticket but what would be extremely helpful would be to allow for the pinned comment to be edited vs. having to find the comment in the ticket to edit it.

                                  • Updating Secondary Contact (CCs)

                                    We use Zoho Forms to capture the user request and integrated with Zoho Desk to raise tickets. Active Microsoft login is captured in our Zoho forms and registered as Primary contact in Zoho desk ticket. We also an have an option to raise ticket on behalf

                                  • blank page after login

                                    blank page after logging into my email account Thanks you

                                  • WriterTh

                                    After every space Writer goes to capital letters mode in my Android tablet. The cap mode stays till the second letter is typed in the word then it comes to normal mode.

                                  • Zoho writer unable to merge documents to PDF with basic fonts in Hebrew or fonts from my computer

                                    I created several forms that will be merged into PDF files through Zoho Writer and I am unable to receive the PDF in the basic fonts of the Hebrew language or in the fonts I have on my computer. The writer exports to PDF an exchange font that looks very

                                  • I have already created some Bots, Commands, and Widgets in Cliq, but I am still not seeing the “Create Extension” option in my account. Could you please help me enable or access this option?

                                  • Infinite loop of account verification

                                    Hi I can't do anything on my zoho account.  I always get this message Hi Sheriffo Ceesay As a security measure, you need to link your phone number with this account and verify it to proceed further. When ever I supply the details, it displays that the number is associated with another account. I don't have any other account on zoho so this is really annoying. 

                                  • How we cut CRM updates from ~20 minutes down to 2, our real workflow

                                    Updating the Zoho CRM after every call used to be one of the biggest time sucks for our team. By the time you write your notes, clean them up, fill in the fields, and log everything properly… you’ve easily lost 15–20 minutes per call. We started experimenting

                                  • Arattai App Features Update

                                    1. Offline Messaging & Sync Enable users to compose messages without internet and deliver them automatically via peer-to-peer methods (Bluetooth/WiFi Direct) when nearby users are available. This would be a game-changer for rural India with unreliable

                                  • How to add Product Add-Ons, Mandatory Forms, and Auto-Save Address in Zoho Commerce

                                    Hi all, I need help setting up several behaviors in Zoho Commerce. I can’t find the correct configuration options, so I want to confirm whether these are supported or if there is a workaround. 1. Product-Specific Add-Ons (Example: GWB Subscription) When

                                  • Zohomail

                                    Im trying to setup email address zoho

                                  • PROBLEMA

                                    Salve, non riesco a inviare email, e mi esce una tabela errore temporaneo. come posso risolvere il problema ?

                                  • Forever FREE Business Email with Zoho Mail

                                    Forever FREE Business Email with Zoho Mail: is it available?

                                  • Weekly Tips : Make collaboration effortless with Whiteboard in Zoho Mail

                                    Working with your team often means switching between emails, notes, and other applications just to explain an idea. Maybe you are trying to sketch a layout, plan a workflow, or quickly brainstorm ideas—with text alone, things can get confusing. So how

                                  • Formula field number of days between 2 dates

                                    Hi, I want to have a formula field which calculates the following: IF EndDate < TODAY and Oproep is true (this is a checkbox field) than EndDate - StartDate, otherwise TODAY - StartDate It should calculate the number of days How can I write this for

                                  • 'email address already exists'

                                    I deleted a user from my organization and want to use the same email address that user had, but the email address seems to still exist somewhere as I get 'email address already exists' when I try and create it. I have deleted the entire organization and

                                  • ZOHO reporting DKIM entries are not configured, when they have been configured and verified by 3rd parties

                                    Why is ZOHO reporting to my organisation users the following: "The DKIM entries in your domain's DNS records are not configured. Please contact your administrator for configuring DKIM to ensure optimal RSVP invite delivery." When I have configured the

                                  • Manage Bookings directly from Zoho Mail

                                    Greetings from the Zoho Bookings team! We’re introducing the new Zoho Bookings extension for Zoho Mail, designed to help you view appointments, copy time slots and share booking links without leaving your inbox. This integration brings scheduling right

                                  • My notes from the past 2 months have disappeared

                                    Hola, necesito ayuda urgente. Hoy, al iniciar sesión en mi Zoho Notebook como todos los días, me llevé una gran sorpresa al descubrir que todas mis notas de los últimos dos meses habían desaparecido. Estas notas son muy importantes para mí, ya que uso

                                  • How can I load a network into the cliq desktop app?

                                    I have both the standard cliq log in for my org and I am part of a cliq network. In the browser I can choose which I log in to. However, in teh desktop app if I log in it will alwasy load my org's cliq. Can I switch this to the network I have create

                                  • Next Page