Email Templates

Is there a way to include graphic images in the templates? For example, a company logo or image of a product?

Hi Karen Cz,

You will be able to include the graphic image by clicking on the html editor button "<>" and provide the image as shown below:

<image src = "http://www.website.com/image.gif">

You may also bring your company logo if you have provided the logo in the Setup --> Admin Settings --> Company Details.

Thanks,
Adam.

can we design emails in separate html editor, and upload html to zoho... in order to run image-based campaigns? Also, how/where can we change "from address" to be company based, and not user based?

thanks,
laura

Hi Laura,

Sure. You may use any HTML editor to get ready the email and click on the "<>" button that is provided above the body of the email template to paste the HTML code. Make sure the images are hosted in your servers to make the image reflect in the template that you send.

Currently you will be able to choose the user id in the From address field. We have plans to enhance the from address field in the template. Once we implement the feature, we will keep posted the update.

Thanks,
Adam.

Is there a way to include a background image in the templates? For example, I would like to code something like

<TABLE width="720px" height="932px" BACKGROUND-IMAGE: url(http://www.faulknerpolitical.com/assets/images/Letterhead.jpg); background-repeat: no-repeat;">

It displays fine when I do a 'print view' but when printing to PDF the background is lost. Thanks for any help you can offer.

Hi Lindsay,

Yes. You will be able to take the print of the pdf with the background. Please make sure whether the "Print Background (colors & images)" option is enabled.

Thanks,
Adam.

I don't get the following option: Setup --> Admin Settings --> Company Details.
All I can do is add users

Hi Johnsopaul,

Hope you are the only user in your account. Try adding one more user to see Company details under the Admin Settings.

Thanks,
Adam.

With CRM3 can you add attachment/s to a template? If so, how?


Thanks,

Marie.

Hi Marie,

You will be able to add attachments to the templates that you have. You may goto Setup --> Templates --> Email Template and create a new template and attach the files that you need.

Thanks,
Adam.

Hi,

I have a little problem. My Login Name is (let's say) mr.wrong@gmail.com and my e-mail is (let's say) mr.right@gmail.com. I want to send e-mails showing my e-mail adress (mr.right) but it shows mr.wrong. How could I fix this?

Regards,

Hi Homme-Machine,

The email template will take the login id as the from address. If you want to change the login id, please send a request to support at zohocrm dot com so that we can change the id to the one you request for. The email id that you mention in the Account information is to communicate for the login information and also for sending the reset password information.

Thanks,
Adam.

If Im using a template to send an email how can I customize or make changes to the text. I can't see the preview of my message so the email must be delivered exactly as the template was designed. How can I change it?
Thanks,

If Im using a template to send an email how can I customize or make changes to the text. I can't see the preview of my message so the email must be delivered exactly as the template was designed. How can I change it?
Thanks,

Hi maria.santacruz@procesoscomerciales.com,

In the templates, you have the editor where you can customize the text (like bold, italic, underline, font color, etc).

Here is the link to know more about E-mail templates:

http://zohocrm.wiki.zoho.com/Managing-Email-Templates.html

Thanks,
Adam.

How do you hyperlink an e-mail that is being substituted for example using:


${User.Email}


Currently when using the above tag the recipient cannot simply click on the e-mail address to launch e-mail client and send an e-mail to the given e-mail address.

When using substitution tags, how do you specify the font type / name that will be used for the substituted text, for example in, or others:


${User.Email}


Currently the substituted text uses the Times New Roman font.

Hi Charles,

The email that is provided in the template will automatically fetch the mail id and you will be able to click on that to send a mail. If the mail id is not hyper-linked, open the template that you use and click on the HTML Editor "<>" button in the template and add "mailto:" before the "${User.Email}.

Thanks,
Adam.

In a template, how can I print a variable only if it is of len() >0 ?

For example, how can I implement:


IF(len(${Sales.Shipping.Street2})>0,"YES","NO")


Thanks.

Hi Pesa pesa@usa.com,

In the template, you won't be able to apply functions. This is really a nice feature to have. We will analyze and try to implement the feature in Zoho CRM.

Thanks,
Adam.

There is an error in the email templates.

When I use the code " Hi ${User.First Name} " my own firstname is inserted rather than the leads.

Dear Zoho CRM User,

Sorry about that. When you use the merge fields, from the first drop down select Leads, from the second drop down select first name and then you will have the merge field as ${Leads.First Name}. Copy this value and paste to get the Leads first name.

Hope this helps.

Regards,
Parker