How to customize HTML email templates that impresses your audience: Part 2

How to customize HTML email templates that impresses your audience: Part 2

In the first part of the series, we covered basic customization of emails. We learned how to edit text and use variables. We also learned how to add your logo.

In this part, we will focus on the next level of customization where we will tinker with some HTML code. As long as you can copy paste text, we will make through this without learning knowing what HTML stands for.

We will learn how to add
  1. Logos
  2. Working with images
  3. Fonts
  4. Background colors
We recommend you to read through the notes first.



1. How to replace Zoho logos with your brand logo  

Estimated Completion Time - less than 20 minutes
  • Log in to Zoho Bookings. Navigate to the email template you wish to edit. (Services > Service Notifications)
  • Click on the HTML button among the formatting tools. Now click Ctrl + F (Windows) or Command + F (MacOS). A search bar will pop up.
  • Now type in 'src' without quotation marks and hit enter.
  • You'll find that src shows up in two places; The first src points to the Zoho Bookings logo, and the second to Zoho Logo.
  • Copy the image URL from your website or Imgur.



Voila! You have successfully inserted your brand logo into your email template.

2.  Working with images

Note - By now, you should have replaced the default link with your logo's link.

a. To alter the height and width of your images  

  • The first step is to locate the image tag in the HTML code.
  • Log in to Zoho Bookings.
  • Navigate to the email template you wish to edit. (Services > Service Notifications)
  • Click on the HTML button among the formatting tools.
  • Search for 'src.'
  • The following is the default Zoho bookings logo tag. Note that the link you see will differ from the below link if you already changed your logo.
  • Change the numbers to alter the width.
  • To change its height, insert the following code at the end of it.
  1. height = __
Like this
Here is another example of how to adjust height and width. We are trying to adjust it for the default Zoho logo. You can apply the same for your image as well. In our example the width and height are not provided.
No worries, we can add them manually.
  1. height = __ width = __
The code will look like this after adding height and weight.
  1. <img style='padding-top: 3px;' src='https://zoho.com/sites/default/files/bookings/imagesemail/zoho.png' height = 100 width = 80>

b. Aligning the images left or right   

  1. The first step is to locate the image tag in the HTML code.
  2. Log in to Zoho Bookings.
  3. Navigate to the email template you wish to edit. (Services > Service Notifications)
  4. Click on the HTML button among the formatting tools.
  5. To align the image, right/left or center, search for the following text.
  1. <td style='vertical-align: middle;' align='right'>
You can find it in two places. Instead of left, you can put it as right and vice versa. Center alignment works well only when you have a single logo. Refer to the following video to learn more about this.



3. Changing Fonts    

Fonts help you to be consistent with your brand next to Logos. To change your fonts and background colors,
  • Log in to Zoho Bookings.
  • Navigate to the email template you wish to edit. (Services > Service Notifications)
  • Click on the HTML button among the formatting tools.
  • Click Ctrl + F. Type in 'font-family' (without quotes) inside the text box. You'll find something like this.
  1. font-family: 'Open Sans','Trebuchet MS',sans-serif;
  • There are three things here. Two specific fonts(Open Sans, Trebuchet MS), and the third one is the font family (sans-serif).
  • To ensure maximum compatibility between operating systems and browsers, follow the below format. Read more about it here.
  • To replace the font, type in the font name of your choice. I wish to have Times New Roman as my first font and Montserrat as my backup. If this were the case, I would change my code to this.
  1. font-family: Montserrat,'Helvet',sans-serif;

Font Notes

  • If your fonts have spaces in your font names, put them between quotes. Ex: 'Times New Roman.'
  • For font families with multiple words, you should use '-.' Ex: sans-serif
  • Font changes don't dynamically reflect on your email template in bookings like background colors, or logo sizes. However, these changes apply to outgoing emails. (Refer to video)
  • We recommend you stick to system fonts and families for better compatibility between different browsers and operating systems. Here are a few of those.
auto
inherit
revert
ui-rounded
cursive
initial
sans-serif
ui-sans-serif
emoji
math
serif

fangsong
monospace
system-ui

fantasy
none
ui-monospace

4.  Changing Background Colors

Estimated Completion Time - 20 minutes

To change the email's background  

  • Click Ctrl + F (in windows) or Cmd + F (in mac).
  • Now type in 'background: #fff' in the search box without quotes. (Note - there is a space between ':' and '#')
  • Instead of the three letters, you can type in the color code of your choice
  • You can also verify this guide to change the email template's colors - Link

To change the background of the whole email

  • Click Ctrl + F (in windows) or Cmd + F (in mac) and search for
  1. .zb-email-success{background:#F2F1F7;
  • Instead of the six-letter code, you can insert a color code of your choice.
  • To find the color code of your website, you can upload screenshots of the color you are trying to replicate from your website to this site - Color Picker Online.
  • The above process works for 'Booked', 'Rescheduled', 'Marked as Completed', and 'Marked as Noshow' emails
  • To change the BG color of cancelled emails, search for
  1. .zb-email-cancel{background:#F9F0F1;

Notes

Sometimes you might not be comfortable working with the in-built editor.

In those cases, use online editors like codepen.io. Once you make the changes, paste the code into Zoho Bookings Dashboard. Refer to the following video to learn more about it. As soon as you enter codepen.io. Hit save. The first save alone is manual. The rest are automated.


If you haven't taken a backup yet, check out the following video to take one.


What if you make mistakes?

If at any point you wish to revert to your default template, copy the backup from the text document you have created and paste it back there. However, don't worry if you've failed to create a backup. 
  • Create a dummy service.
  • Now navigate to services > service notification > configure.
  • Now copy the entire HTML code without changing anything.
  • Now navigate back to the broken template.
  • All you have to do is to click paste and hit save.
  • Voila! Your default template is back.
  • Before editing your template, please take a backup.
  • Note - If you made mistakes in the customer's booked template, please copy the same template and replace it accordingly.


Conclusion

While we understand that our HTML editing interface isn't for everyone, our engineers are working hard to make it so.

Meanwhile, these are other methods of editing HTML templates. In part three, we will explore ways to supercharge our email templates.

I want to try this!



    • Recent Topics

    • Send Automated WhatsApp Messages and Leverage the Improved WhatsApp Templates

      Greetings, I hope all of you are doing well. We're excited to announce a major upgrade to Bigin's WhatsApp integration that brings more flexibility, interactivity, and automation to your customer messaging. WhatsApp message automation You can now use

    • Scheduling Calls in CommandCenter / Blueprints

      I would love it if you could add a function to schedule a call in the lead's record for a future date. I know you can add a Task by going to Instant Actions > Task and completing the form: These tasks go into the lead's record under Open Actions. But

    • Zoho One - Syncing Merchants and Vendors Between Zoho Expense and Zoho Books

      Hi, I'm exploring the features of Zoho One under the trial subscription and have encountered an issue with syncing Merchant information between Zoho Expense and Zoho Books. While utilizing Zoho Expense to capture receipts, I noticed that when I submit

    • Limit in number of records for subforms and multi-select lookup fields

      It is my understanding that a maximum of 100 items can be selected in a multi-select lookup field, and that a total of 200 items can be selected in total between both subforms in a given module.  Are there any ways to work around this limitation if we

    • Kaizen #136 - Zoho CRM Widgets using ReactJS

      Hey there! Welcome back to yet another insightful post in our Kaizen series! In this post, let's explore how to use ReactJS for Zoho CRM widgets. We will utilize the sample widget from one of our previous posts - Geocoding Leads' Addresses in ZOHO CRM

    • Getting Permission denied to access this portal.

      We have one user that can't login to projects even though access has been granted. This user can login to accounts.zoho.com but when login to https://projects.zoho.com/portals.do we get this error: Unauthorized login to this portal Permission denied to access this portal. Check your portal URL again. Sometimes we also get "server too busy". We have tried killing sessions (in accounts.zoho.com) and we have deleted cookies; and tried different computers and still the same problem. All others use can

    • Marketing Tip #1: Optimize item titles for SEO

      Your item title is the first thing both Google and shoppers notice. Instead of a generic “Leather Bag,” go for something detailed like “Handcrafted Leather Laptop Bag – Durable & Stylish.” This helps your items rank better in search results and instantly

    • Does Zoho Docs have a Line Number function ?

      Hi, when collaborating with coding tasks, I need an online real time share document that shows line numbers. Does Zoho's docs offer this feature ? If yes, how can I show them ? Regards, Frank

    • Setting Default Views for Custom, List and Detail Views

      Hey, Is it possible to set a default custom view, list view and detail view for a module for every user? We are onboarding a lot of non technical people that struggle with these things. Setting the views as default would really help. Btw: also setting

    • Custom function return type

      Hi, How do I create a custom deluge function in Zoho CRM that returns a string? e.g. Setup->Workflow->Custom Functions->Configure->Write own During create or edit of the function I don't see a way to change the default 'void' to anything else. Adding

    • Filter Based API request in Zoho Books using POSTMAN

      How do I GET only specified CONTACTS based on created time or modified time in Zoho Books using POSTMAN. In the api documentation, it is written we can apply filters but I need a sample request.

    • URL validation

      We use an internal intranet site which has a short DNS name which Zoho CRM will not accept.   When attempting to update the field it says "Please enter a valid URL". The URL I am trying to set is http://intranet/pm/ Our intranet is not currently setup with a full DNS name and given the amount of links using the shortname probably isn't a feasible change for us.

    • Your Incoming has been blocked and the emails will not be fetched in your Zoho account and POP Accounts Click here to get unblocked.

      When entering my account, this error is thrown at me, and I deleted a good part of my deleted messages, but I still can not unblock it, I would appreciate your help. reservas@lineasperutravel.com

    • Has anyone been experiencing slow issues?

      Dear all, I just want to ask if anyone has been experiencing slow issues with Zoho Creator in the past two weeks? I worked with the ISP to improve network quality by changing routes and upgrading bandwidth, but nothing changed. I am in Vietnam.

    • Zoho Projects Roadshows 2025 - USA

      Dear Users, After an amazing response to our roadshows in 2024, we are excited to be back for the second year in a row! Join our team of experts as they walk you through the most-used features in Zoho Projects, explore powerful automation capabilities,

    • Billing Management: #6 Usage Billing in SaaS

      Imagine a customer shuffling across multiple subscriptions, a streaming service, a music app, cloud storage, and a design tool. Each one charges a flat monthly fee, regardless of how much or how little they use. Some months, the customer barely opens

    • Is there anyone who has been experiencing issues regarding the Zoho Creator Certification Website in the past 2 weeks?

      Dear all , I just wanted to ask is there anyone who was planning on taking the Zoho Creator Developer Certification Test in the past 2 weeks and have been facing errors stating that the website is under maintennance and also not allowed to access the

    • Directly Edit, Filter, and Sort Subforms on the Details Page

      Hello everyone, As you know, subforms allow you to associate multiple line items with a single record, greatly enhancing your data organization. For example, a sales order subform neatly lists all products, their quantities, amounts, and other relevant

    • GST Slabs Redefined: Stay Compliant Using Zoho Books!

      Hello Everyone! The Government of India is rolling out new GST rates, a major reform aimed at simplifying the current tax structure starting 22 September 2025. GST will move from four slabs (5%, 12%, 18%, 28%) to two main slabs (5% and 18%), plus a special

    • Allow syncing Activities from other applications

      Marketing Automation could be a much more powerful platform if you were able to sync activities into the platform (e.g. purchase, donation, etc) outside of a user doing something on your website. I'd love it if you could sync Custom CRM Modules as activities,

    • Create static subforms in Zoho CRM: streamline data entry with pre-defined values

      Last modified on (9 July, 2025): This feature was available in early access and is currently being rolled out to customers in phases. Currently available for users in the the AU, CA, and SA DCs. It will be enabled for the remaining DCs in the next couple

    • Global Sets for Multi-Select pick lists

      When is this feature coming to Zoho CRM? It would be very useful now we have got used to having it for the normal pick lists.

    • Introducing Profile Summary: Faster Candidate Insights with Zia

      We’re excited to launch Profile Summary, a powerful new feature in Zoho Recruit that transforms how you review candidate profiles. What used to take minutes of resume scanning can now be assessed in seconds—thanks to Zia. A Quick Example Say you’re hiring

    • Integración Books para cumplir la ley Crea y Crece y Ley Antifraude (VeriFactu)

      Hola: En principio, en julio de 2025, entra en vigor la ley Crea y Crece y Ley Antifraude (VeriFactu). ¿Sabéis si Zoho va a cumplir con la ley para cumplir con la facturación electrónica conectada a Hacienda? Gracias

    • Ask the Experts #1

      Hello everyone! It’s time to transform how you manage projects. Define the processes. Automate the tasks. Streamline the workflows. Let us dive into automation in Zoho Projects — from configuring workflows and custom functions to building triggers, using

    • How to overcome Zoho Deluge's time limit?

      I have built a function according to the following scheme: pages = {1,2,3,4,5,6,7,8,9,10}; for each page in pages { entriesPerPage = zoho.crm.getRecords("Accounts",page,200); for each entry in entriesPerPage { … } } Unfortunately, we have too many entries

    • Checking if Creator has Change History

      Like zForms - whenever an entry was updated there's an option to attached change history to email notif. Trigger -> Successful form submission

    • how to use validation rules in subform

      Is it possible to use validation rules for subforms? I tried the following code: entityMap = crmAPIRequest.toMap().get("record"); sum = 0; direct_billing = entityMap.get("direct_billing_details"); response = Map(); for each i in direct_billing { if(i.get("type")

    • Adding contact role to a specific deal js sdk malfunctioning

      i was trying to add the contact role to a specific deal contact but repeatedly i am getting this error: { "code": "SUCCESS", "details": { "statusMessage": { "code": "INVALID_DATA", "details": { "expected_data_type": "jsonobject" }, "message": "body",

    • Q3 Updates from Bigin!

      Hey Biginners, Hope you’re doing great! As we approach the end of 2025, we truly hope Bigin has been a part of helping you build your dream business this year! We've been busy working behind the scenes to bring you features that make running your business

    • New Series Announcement - Ecommerce Marketing Tips

      Running an online business is more than just having a website. It’s about getting the right customers to discover you, trust you, and keep coming back. To support your growth journey, we’re launching a weekly Marketing Tips series right here on Zoho Commerce

    • Client Script | Update - Introducing Subform Events and Actions

      Are you making the most of your subforms in Zoho CRM? Do you wish you could automate subform interactions and enhance user experience effortlessly? What if you had Client APIs and events specifically designed for subforms? We are thrilled to introduce

    • {"errors":[{"id":"500","title":"Servlet execution threw an exception"}]}

      Here's the call to move a file to trash. The resource_id is accurate and the file is present. header = Map(); header.put("Accept","application/vnd.api+json"); data = Map(); data_param1 = Map(); att_param1 = Map(); att_param1.put("status",51); data_param1.put("attributes",att_param1);

    • Converting Sales Order to Invoice via API; Problem with decimal places tax

      We are having problems converting a Sales Order to an Invoice via API Call. The cause of the issue is, that the Tax value in a Sales Order is sometimes calculated with up to 16 decimal places (e.g. 0.8730000000000001). The max decimal places allowed in

    • Zoho Canvas - Custom templates for related lists

      Hi, I see that the example pages load always one of our related lists in a custom template, but I dont know how to work with that:  1) How can i make my own custom templates for related lists?  2) Where and how can i check out existing custom templates?

    • Kaizen #147 - Frequently Asked Questions on Zoho CRM Widgets

      Heya! It's Kaizen time again, folks! This week, we aim to address common queries about Zoho CRM Widgets through frequently asked questions from our developer forum. Take a quick glance at these FAQs and learn from your peers' inquiries. 1. Where can I

    • open word file in zoho writer desktop version

      "How can I open a Microsoft Word (.doc or .docx) file in Zoho Writer if I only have the file saved on my computer and Zoho Writer doesn't appear as an option when I try 'Open with'? Is there a way to directly open the .doc file in Zoho Writer?"

    • How to invite friends on other social media platforms to one of my group chats in arattai?

      Hello, I have formed chat groups in arattai. I want to invite my friends on other social media platforms like WhatsApp/ FB to one of my groups. Different friends would be invited to different groups. How to share an invite link of one of my groups to

    • Zoho PDF editor has a lot of issues.

      Zoho PDF editor needs a lot of work. It hangs and glitches a lot. Deletes annotations and clearings randomly.

    • Zohom mail

      Plz resolve the problem . I hope u understand .

    • Next Page