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

    • Revenue Management: #10 Common Mistakes while Recognizing Revenue

      We are at the end of the series on Revenue Management, covering how different businesses recognise revenue. Even with clear standards like ASC 606 and IFRS 15 in practice, businesses often struggle with the nuances of revenue recognition. Especially growing

    • Windows Desktop App - request to add minimization/startup options

      Support Team, Can you submit the following request to your development team? Here is what would be optimal in my opinion from UX perspective: 1) In the "Application Menu", add a menu item to Exit the app, as well as an alt-key shortcut for these menus

    • integarting attachments from crm to creator

      when i tried to integrate pdf attachments from crm to creator via deluge i am getting this error {"code":2945,"description":"UPLOAD_RULE_NOT_CONFIGURED"} the code i used is attachments = zoho.crm.getRelatedRecords("Attachments","Sales_Orders",203489100020279XXX8);

    • Search Option

      🚫 Current Limitation: As of now (September 2025), Zoho FSM lacks a global search functionality, which makes it difficult to quickly: Find specific Work Orders by number or keyword Search for customer records or contact info Locate assets, jobs, or service

    • Mobile Chat Window - Full Screen

      Hello, The mobile chat window takes up the full screen, which is highly confusing for most customers! Using a desktop machine, I see the same happens when reducing the browser width to 800px or below. This suggests that it responsive web design, causing the switch to full screen. Can we fix this very annoying behaviour ourselves using a custom css file? If so, can you please let me know how? Thanks

    • Is it possible to customize ZC Themes?

      I understand you can choose a layout and customize Brand Color, App Header, Menu, and Sub-Menu components, but can you override some of the default theme settings with CSS or a config file? For example, - Table highlight color - Listview auto filter highlight

    • Is it possible to create Custom function-based Lookup field in Zoho CRM

      Is it possible to create a custom function-based lookup field in Zoho CRM? If so, how? Use case: Need to fetch users from Zoho Projects into a dropdown field in Zoho CRM.

    • @mention in comments no notification

      Hi, hope someone can help. When we @mention someone in the comments in Zoho Creator, how is that user notifed as we don't get anything on email or in the app notifications. 

    • Zoho unified inbox

      The new changes have definitely improved things for switching between accounts.  But zoho still desperately needs a unified inbox.  It sucks to have to enter filters and folders for each and every inbox.  This seems like such a simple thing, i wonder why Zoho hasn't done it?

    • Add "Running Balance" column to Account Transaction Reports

      Hello, Currently Zoho Account Transaction Reports give you the opening balance, then lists the transactions, then provides the closing balance.  It would be great if you could add a column on the far right that shows the "Running Balance" on the account after each transaction.  There are many times when analyzing or tie-ing out transactions that this would be very helpful.  I currently have to frequently run a tape on my adding machine to get balance totals after a specific transaction on the list.

    • Unified customer portal login

      As I'm a Zoho One subscriber I can provide my customers with portal access to many of the Zoho apps. However, the customer must have a separate login for each app, which may be difficult for them to manage and frustrating as all they understand is that

    • WhatsApp Channels in Zoho Campaigns

      Now that Meta has opened WhatsApp Channels globally, will you add it to Zoho Campaigns? It's another top channel for marketing communications as email and SMS. Thanks.

    • error : Object code : 6500

      b3 = map(); b3.put("name", "Test Project Name"); updateprojects2 = invokeurl [ url :"https://projectsapi.zoho.eu/restapi/portal/era0130/projects/169495000000928007/" type :PUT parameters: b3 connection:"in2" ]; info b3 ; info updateprojects2; ------------

    • How to book GST paid in zoho books

      hi, i am a new user to Zoho books and not able to book GST paid in books, kindly suggest how i can book it in books. thanks, siddharth

    • I got unknown charge from Zoho

      Good day, I need help disputing a charge I don't know from, zoho. I have ZohoMail and ZeptoMail. I purchase credits for ZeptoMail, and for ZohoMail I am not subcribed.

    • Function 56: Automatically enable the option for customers to pay via bank account

      Hello everyone and welcome back to our series! One of the key features of Zoho Books is its integration with multiple payment gateways, allowing you to receive online payments for your invoices. This ensures faster payments, automates payment tracking

    • Attach Files to Your Notecards and share them on the go!

      Hey everyone! We’re excited to share a feature many of you have been asking for — you can now attach files directly to your text notecards and share with ease! 🙌 This update was built with your feedback in mind, especially for those who wanted a simple

    • How to add a % Growth column for year-over-year comparison (2024 vs 2025)

      Hello, I am trying to build a monthly revenue comparison between 2024 and 2025 in Zoho CRM Analytics. My current setup is: Module: Deals (Affaires) Filter: Stage = Closed Won Date field: Closing Date Grouping: By Month Metrics: Sum of Amount for 2024,

    • How to searchByCriteria records that are under approval?

      I need to search for both approved and pending approval records Is that possible with this method? Or I need to a different method? var priceReqID = $Page.record_id; log(priceReqID); var records = ZDK.Apps.CRM.Price_List_Item.searchByCriteria("Price_Request:equals:"

    • How to add Simple Analytics to Zoho Pages?

      I have a website with Zoho Pages, how do I add Simple Analytics on it? They seem to have code they need to be embedded https://docs.simpleanalytics.com/script

    • Cant seem to delete an email account

      Hello, I have researching for 4 days how to delete an email account and I am absolutely without a clue. The email account I am trying to delete is support<AT>fyshoes<dot>com. It's the first email account I made and it (is???) was associated with the super user (me). I have since changed it to adming<AT>fychoes<dot>com and I see the support email in my list but I just cant seem to get rid of it. Ultimately I want to associate that email account with another user that I want to add. This is really

    • Import data into Multi-Select lookup field from CSV/Excel

      How to import data into a multi-select lookup field from the CSV/Excel Sheet? Let's say I have an Accounts multi-select lookup field in the Deals module and I want to import the Deals with Accounts field. Steps:- 1. Create/edit a multi-select lookup field

    • Script that deletes a record?

      We're using WP Plugin "Integration for WooCommerce and Zoho Pro", and have created a couple of Feeds to send data to Zoho. We are trying to create Contact records, but only based upon condition. Tried to make it with small Deluge function and Workflow,

    • A formula that capitalises the first letter of each word

      Hi all, is there a zoho formula that can capitalise the first letter of each word in a string? INITCAP only capitalises the first letter of the first word.

    • Quotes in Commerce?

      In Zoho Ecommerce, I need to be able to generate quotes, negotiate with customers, and then generate invoices. Currently, I plan to integrate Zoho CRM to generate quotes. After negotiation and confirmation, I will push the details to Zoho Ecommerce to

    • Zoho Commerce - Mobile Application

      Does Zoho Commerce have a mobile application for customers to place an order?

    • Register user through Phone Number by Generating OTP

      In zoho commerce , I am developing website on online food store Inilialy the user get verification code to their email for registering there account for login. But I need to login using phone number by generating OTP automatically rather than verification

    • Custom Buttons for Mass Actions

      Hello everyone, We’ve just made Custom Buttons in Zoho Recruit even more powerful! You can now create Bulk Action Buttons that let you perform actions on multiple records at once, directly from the List View. What’s new? Until now, custom buttons were

    • Zoho Vault Passwords

      Is there a way to consume Zoho Vault Manager passwords using the API? Thanks in advance.

    • Is the ChatGPT Assistant integration capable of recognizing WhatsApp voice messages?

      I was wondering: if a visitor sends me a voice message on WhatsApp, would the assistant be able to transcribe it and reply to them?

    • Zoho Creator to Zoho CRM Images

      Right now, I am trying to setup a Notes form within Zoho Creator. This Notes will note the Note section under Accounts > Selected Account. Right now, I use Zoho Flow to push the notes and it works just fine, with text only. Images do not get sent (there

    • 【Zoho CRM】レポート機能のアップデート

      ユーザーの皆さま、こんにちは。コミュニティチームの藤澤です。 今回は「Zoho CRM アップデート情報」の中から、レポート機能のアップデートをご紹介します。 目次 1. レポートのエクスポート時のレコードIDの表示について 2. 通貨項目の表示について 3. レポートの削除の監査ログへの反映について 1. レポートのエクスポート時のレコードIDの表示について これまで、レポートをエクスポートするとファイルにレコードIDが必ず含まれていました。レコードIDが識別子として役立つ場合もありますが、実際には多くの企業で参照されることはありません。

    • Translation in zoho bookings

      We cant translate zoho booking emails. The general text we can change. But what about text like: ""Here a link to join the meeting online:"" and "Add to Zoho Calendar" and "Add to Google Calendar"? No professional business have mixed languages. Its looking

    • Is there any way to bill one client in different currencies on different invoices?

      I have some customers who have their currency set as USD and most of their billing is done in USD.   However, from time to time I have a need to bill them in my base currency GBP for some specific invoices, but there seems to be no way of doing this that I can see. The only workaround that I can see is to create two client records for the same client, one for USD billing and one for GBP billing, but this is not an ideal situation. Is it likely that the (hopefully!) soon to arrive multi-currency support

    • API name for all fields in Zoho Project (Standard or custom)

      Hi! I struggle to find easily all API name of all field in Zoho Project to build my API rest with other services. We can find them very fast in CRM but not in PRoject.   Could you share a function to get the list of all API Name of any field of an App

    • Disappearing Mouse cursor in Zoho Mail / Windows 11 (Chrome + Edge)

      I'm seeing an issue when writing mails with the light theme with the mouse cursor being white and the document area also being white - making it nearly impossible to see the mouse cursor. I see the problem on Windows 11 under Chrome and Edge. (Yet to

    • Zoho Assist not rendering NinjaTrader chart properly

      Hi everyone. Just installed and testing Zoho Assist. I want to display my laptop' screen (Windows 11) on a monitor connected to my Mac mini. The laptop is running a stock trading program called NinjaTrader. Basically, when running, this program displays

    • Link(s) between Notes

      Hello Everyone, It would be great if links could be created between notes. Let's say we have 5 Notes A, B, C , D, E. I would like to be able to link Note A to Note B but not in other way, so no link appears in Note B linking to Note A. An so on, linking

    • Zoho Books | Product updates | August 2025

      Hello users, We’ve rolled out new features and enhancements in Zoho Books. From the right sidebar where you can manage all your widgets, to integrating Zoho Payments feeds in Zoho Books, explore the updates designed to enhance your bookkeeping experience.

    • Feature Request: Assign Documents to Already Entered Bills, Expenses, Invoices, etc.

      Hi Zoho Team, We are regular users of the Documents module in Zoho Books and appreciate its ability to keep financial records well-organized. However, we’ve noticed a limitation: There is no way to attach a document from the "Documents > Files" section

    • Next Page