How to Setup Email Templates in Zoho CRM?

An existing email template is convenient for performing regular communication with multiple recipients. Whether using the preformed templates available on Zoho CRM or creating your personalized templates from scratch, it’s easy to create email templates on Zoho.

Zoho CRM offers a seamless interface to develop custom email templates that can enhance your communication workflow. Thanks to the versatile editorial customization options, you can create unique templates aligned with your brand’s identity and help you resonate with the target audience.

In this blog, we shall explain through lucid instructions the various ways to create new templates and how to customize pre-existing templates in Zoho CRM.

Step-by-step Guide on How to Setup Email Templates in Zoho CRM

Zoho CRM lets you save and reuse email templates multiple times. The days of starting from scratch to write an email to different contacts every time are obsolete.

A personalized email template on Zoho CRM helps you curate communication with a touch of uniqueness. Besides, it imparts a quotient of professional presence without spending hours composing monotonous communications for every single email.

Now, check out how to create your latest email template in Zoho CRM:

Step 1 – Create a new Email Template from the Settings Menu

• Open the “Settings” icon in the top right corner and choose “Setup”
• Open the “Automation” section, and select “Email Templates.”

• Now, select the “Create” icon to bring forth a new email template. 

Step 2 – Personalize Your New Email Template

• Fill up the relevant sections like the “Template Name”, and choose the “Module” under which you want to create the template like accounts, contacts, leads, etc.

• You may choose from a pre-existing template design or DIY using the drag-and-drop editorial features.

Step 3 – Your New Email Template is Ready for Communication

• Finally, add a customized touch to your email template, especially filling up the message body, subject line, and any potential fields that you choose to add.
• Next, choose the “Save” icon to save your customized email template 

Why Should You Use Email Templates in Zoho CRM?

The email templates in Zoho CRM, whether tailored from preexisting collections or created from scratch using editorial tools, have transformed the way email communication works. 

Check out this section to learn about the various advantages of Zoho CRM email templates:

1. Stay consistent

Nothing seems more vital than showing consistency when it comes to workplace communication. Thanks to preformed email templates on Zoho CRM, you can ensure a uniform tonality without the need to compose your emails every time.

Having a consistent tone and format for your emails helps build brand awareness and familiarity, enhancing trust in your customers. 

2. Embrace efficiency

The efficacy of preexisting email templates on Zoho CRM eliminates the need to compose individual replies or pitch emails. It helps immensely when you need to send bulk emails daily, especially a pitch to potential clients, email campaigns, or follow-up communication. 

3. Impart Personalization

Preexisting email templates in Zoho CRM allow you to customize to include/exclude relevant fields that help impart an intimate touch. Using merge fields, you can choose to add your leads’ first and last names or enter specific information automatically instead of entering every detail manually. 

Whether merging fields or pitching through a personalized message, the aim is to resonate with the audience and gain their attention.

4. Branding speaks

Branding is the quintessential identity of modern-day businesses. When you communicate through an email template comprising your brand’s logo in assorted colors, it reaffirms the brand identity and helps promote your business among your target audience. Besides, it speaks volumes without the need to introduce your brand every time. 

Handy Tips for Email Templates in Zoho CRM

Zoho CRM email templates offer versatile features along with a customized outlook. Check out some of the handy tips you should know to get the most out of Zoho CRM email templates:

1. Improvised email templates

Zoho CRM saves your customized email templates, which means you can use them multiple times for various purposes. These email templates are just a click away from countless adjustments to meet your requirements as accurately as required.

2. Customize your email structure

Personalized communication is a proven way to get the attention of the receiver, which can be beneficial for your overall marketing and business processes. Make the most of Zoho CRM email templates that allow you to customize, providing thorough communication. It plays a crucial role in grabbing the attention of potential clients and helps maintain a good relationship with the existing workforce.

3. Schedule your future emails

Zoho CRM lets you schedule your future emails in an appropriate timeline for the target without the need to stay available at that specific time. This feature is especially useful when you need to send emails in bulk, or when you want emails 

4. Explore using email analytics

Zoho CRM helps track your emails and analyze them under various parameters like sent, opened, or simply if they visited the target links mentioned. It immensely helps to prioritize and effectively manage the existing leads while looking out for the latest.

5. Integrate with other tools

Zoho CRM functions effectively through integration with various tools like Mailchimp that help you enhance your existing email campaigns.  

Final Words

Choosing your personalized email template from Zoho CRM can help you manage time, enhance communication, and impart a subtle uniqueness to your Email Marketing. Easy to develop from scratch, prepare your new email template, customize it accordingly, and keep it ready for your latest projects. 

Whether pitching emails to potential clients, work accounts, leads, contacts, or any other module, a customized email template keeps you ahead of the curve. New to business communication? Are you looking to add a new email template? Visit Zoho CRM today, and check out how your communication on the personalized email template makes all the difference.