Using Email Templates

Using Email Templates

Using Email Templates from within the CRM:

 

From within your ZOHO CRM there is the ability to send emails using templates to your Contacts and Leads if you have the email add on set up and integrated with your email account.

 

1.     How to email a template from the CRM

 

a.     Open the Contact or Lead Module

b.     Click into the record that you would like to email

c.     Select Send Email

d.     Select Choose Template

e.     Select the template to send

f.      Click Send

 

2.     How to email multiple records from the CRM

a.     Open the Contact or Lead Module

b.     Select all records that you wish to email using a template by ticking the checkbox next to the records, or by selecting the checkbox at the top to select all

c.     Click the Send Email option from the top of the list view

d.     Select Choose Template

e.     Select the template to send

f.      Click Send

 

3.     Setting up an Email Template

 

a.     Go to Setup > Customisation > Templates

b.     Select New Template

c.     Select the Module that you will be emailing the template from

d.     Select a Template from the selection of pre-formatted templates provided or select a blank template

e.     Name your template

f.      Enter a Template description

g.     Customise the template as required using the tools provided

h.     To add a merge field type # and select the field from the drop-down list. Once selected the template will pull the information from that field in a Contact record through to the email automatically when sending

 

 



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