Managing Email Templates

hi I Have added an email template in a new folder, but when i go to use this template it is saying there is no templates and i must add a template, can you please advise how to fix this Cheers

I have the same experience.

I had same problem, then noticed I created the e-mail template for leads, but was trying to send template to contacts. Make sure the template lives in the same section as the module you are using it with.

Can I insert an image into an email template?

Hi dashton,

you can very well insert image into email template. I suggest you to first upload the images in your website and then use html code option in email templates (<img src="image path" code>. If you need any further assistance, please contact me at support at zoho crm dot com.

Best Wishes,
Gopal

Hi, I'm trying to get the merge fields to work and they don't seem to be picking up the values from the fields in my leads list. This is the format that keeps coming up in the copy merge field value - ${Leads.First Name} ${Leads.Last Name}, but when I input these into the template, no actual values get populated, I just get "blanks" on the actual email. Any thoughts?

thanks

It may be helpful for us if you could report this issue to "support at zohocrm dot com" so that our team can assist you in fixing this issue?

Regards,
Gopal

It would be really nice if the names of the fields as they would be used in the email templates are displayed in one place say in the fields list...
for example:
Accounts Field List
name |type |template usage
Account Name | Text |{Accounts.AccountName}

Make that list printable so that people can craft their messages AND please give us the ability to reference ALL fields in an email template!

thank you!
Dennis

I have files attached to contact records.

I want to send one of these attachments to someone else via email.

I can browse my local harddrive, but how do I browse the Database?

Hi Kevin Schmitt,

As of now, we have provided to attach the local harddrive's files in the email and we have plans to provide the database attachments. Once the feature is implemented, we will keep posted the update.

Thanks,
Adam.

Hi,

This is going to seem like a really silly question and I'll bet the answer od obviolus.... but once you set up a new email template and decide who its going to be sent to. How do you actually sent it?!

Is there something I am missing here....a "send now" button?

Thanks

Mike Watson

Hi Mike Watson,

Once you setup the email template for the module you have created, you may goto the module (eg: Lead tab) and you select the records and click on the Send Mail button. Select the email template to be sent and it will automatically send the template to the records that you have chosen.

Thanks,
Adam.

"Hi, I'm trying to get the merge fields to work and they don't seem to be picking up the values from the fields in my leads list. This is the format that keeps coming up in the copy merge field value - ${Leads.First Name} ${Leads.Last Name}, but when I input these into the template, no actual values get populated, I just get "blanks" on the actual email. Any thoughts?"



I have set up some templates but when I send them the value won't show up in the email as well. They come across blank. Is there a fix to this issue?

Is there a way to attach more than one attachment to each templated email?

We will be providing multiple attachements in our forthcoming release. For more details please refer:


http://zohocrm.wiki.zoho.com/Zoho-CRM-Whats-New.html


Gopal

Is there a 'max' number of email(s) that may be sent per day / user / account/ etc.?

I see that 'Mass Lead Email' is limited to 250/day.
Are there other system limits?

Also, what are the options for increasing such limits if needed?

In order to leverage the system fully, we would want to address our entire membership, numbering in the 10,000's..

Hi,

You may send a request to support at zohocrm dot com with the number of emails that you want to send from your account. This will help us to provide you a solution at the earliest.

Thanks,
Adam.

Hi,


I can t select any of my email tempates within the contact part, but i can use them for my prospects. Can you help me to solve this problem?


Thanks

What is the difference in the reply to: field and the from: field in the template? When I send an email via a template, I only can see the from field. I don't see anything that resembles the "reply to:" field in the received email.

Thanks.

Hi felmiranda@gmail.com,

From your query, we understand that you have not created the email template for the contacts tab and you have created it for the prospects tab. You may try creating the email template for Contacts tab to choose the templates from Contacts tab.

Note: the email templates will be reflected only for the module that you have created.

Thanks,
Adam.

Hi spletcher@acd.net,

The from field is the sender's address (you) and the reply to field is for mentioning to which id the recipient has to send the reply to. You may check in the mail client for that mail and click on the reply for that mail and you will be able to see the reply-to option.

Thanks,
Adam.

I would like to change the attachments on my email templates, but I do not see a way to delete them. I can upload new attachments but not delete the old ones.

Hi niels,

You may goto Setup --> Templates --> Email Templates and edit the email template that you want to delete the attachment.

Thanks,
Adam.

8 Comments from old page:

Karen Cz, 39 - days ago

Is there a way to include graphic images in the templates? For example, a company logo or image of a product?
amar_try, 39 - days ago

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.
Laura at chloeandjane dot com, 33 - days ago

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
amar_try, 32 - days ago

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.
Lindsay, 24 - days ago

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.
amar_try, 19 - days ago

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.
johnsopaul, 19 - days ago

I don't get the following option: Setup --> Admin Settings --> Company Details.
All I can do is add users
amar_try, 18 - days ago

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.

Is it possible to send a new lead a welcome mail automatically? And than according to wich group the customer belongs to sending her/him weekly a range of other emails automatically? For example: lead1 belongs to group1 so he/she gets the first week: email no1, second week: email no2.


Is this Possible?

Thanks,

Heidi

Hi Heidi,

Yes. You will be able to send automated emails to your new leads using the Web-to-Lead form if you have it in your Web site else, you can use the Autoresponders.

Here is the link to know more about Auto-responders:

http://zohocrm.wiki.zoho.com/Managing-Autoresponders.html

Thanks,
Adam.

The details on how to create an unsubscribe/update info form is missing above. Where can I find details for that?

I'd like contacts to be able to either unsubscribe or update their info, such as proper email address.

Hi Tmangum,

Setting up Unsubscription Form:

* Generate Unsubscription Form from Setup --> Templates.
* Publish Unsubscription Form in your Website.
* Provide the link in the email template as mentioned below:

"Click here to unsubscribe from the news letter".

Updating the contact details is not available now. We will take it up for our future updates.

Hi,


In regards to the "From" field, it looks like our only option is to choose from an email address of a registered user. Is there any way we can use a generic email addresses such as info@ or support@ without having to set up an additional user?


Thank you!

Hi leveragen,

Currently we are providing the from address as the registered user's id. We have plans to implement the generic email id providing option in our future updates. Once the feature is done, we will keep posted the update.

Thanks,
Adam.

I am tryiing to set the access to the public e-maill template folder, as the templates linked to that folder is not visible to other team members. Can I check this somewhere?

Hi gert.kruger,

You have to create the email template for each user who want to see the email template. If you have created only for you, only you will be able to see the template not the others. If other team members need to use the email template, you have to create it for those particular from ids.

Thanks,
Adam.

Is there a report to see what mass emails were sent and what was sent?

Hi JR,

We are working on the report and it will be updated asap. Once its implemented, we will keep posted the update.

Thanks,
Adam.