Hi and welcome to the video on Email Templates. In this video, we will look at
how to create and use email templates in Zoho CRM. Sales involves sending out a
lot of emails to your leads and customers from welcome emails to
follow-ups. Most of these emails are repetitive. To
save you from the manual copy and paste routine, use email templates and send one
message to multiple recipients via mass emails or workflow rules. With templates,
you can save time, personalize your communication, make your content more
attractive and maintain a consistent tone and view the stats on how your
emails have performed. Let's look at how you can create an email template in Zoho
CRM. Log in to your Zoho CRM account and go to Setup -> Customization-> Templates->
Email. Click the new template button and choose the module for which you want to
create this template. For the purpose of this video, let's choose leads and click
Next. If you want a responsive template, you
can design it here. Select the Edit HTML icon, copy and paste the HTML code and
click insert. Your template is now ready. Or you can use one of the predefined
templates from the gallery here. Zoho CRM comes with a variety of
pre-designed templates for various purposes. There are designs for basic
needs, celebration, invitation, follow-up, product promotion and notification. For
instance when you want to create a template for a webinar invitation, you
can simply click Invitation and select your preferred design from the webinar
options here. As you can see, this template includes all of the necessary
elements that you would need for a webinar invite like the webinar details,
the speaker details and the register button.
Let's modify the template to suit a webinar invite for Zylker. All you need
to do is modify the content, upload relevant images of the speakers
and edit the register button properties by clicking this link here. It's that
simple. If you want to build your own template
from scratch, you can do so by using the blank
template. Let's take an example. For every lead who signs up with Zylker, you send
out a Welcome email as part of your initial follow up. Let's look at how you
can create an email template for this Welcome mail. Select the blank template
here. Enter the templates name as Welcome mail. Specify the subject line for your
email Welcome to Zylker. Coming to the body of
your email, you can start typing out your content here. You can include various
other components in your email content like an image, a table, a link and even
choose a background color for the components tray here. You can click the
columns component and choose to have your content in a single column two
columns or three columns. You can also include an image between two columns of
text, Text between two columns of images and more. You can also click and include
a spacer wherever you feel the need for space between content. This way, you can
completely customize your email content and make it look the way you want. Once
you are done with the content, make sure to include merge tags wherever necessary.
Type the hashtag symbol, choose the relevant module and select the field
from the drop-down. For example, you might want to include a lead's first name. Merge
field here so the emails will be personalized when they're sent. Similarly,
you can add the Username Merge field in the signature. Notice that you can also
attach documents to this template by clicking on the Attachments link here.
Say, if you want to send your company's brochure or a comparison document along
with the email, simply attach them to this template there you go. Your email
content is now ready. Click on Preview to see how your email looks and make the
necessary changes before you eventually send it. Once you're done, click Save.
In the save template window, choose a folder in which you want to save this
template. Choose the Public email templates folder if you want this
template to be accessible to all users. You could also create a folder and share
it with a set of users or profiles from right here. Click save. Your template is
now saved successfully. Now, let's go back to the leads module and see how this
template comes in handy when sending a mass email. Go to today's leads view,
select all of the leads and click on the Send email button. Select the Welcome
mail template from the folder where you saved this template. Choose the from
email address and optionally add a reply to email address. Hit Send.
And there you have it. The email is now sent to all of the leads that you
selected with each email personalized in just a couple of clicks. When you use
multiple email templates, Zoho CRM helps you identify how each one
is performing and which one performs the best through template analytics. Simply
go to Setup-> Customization-> Templates and in the list of your Email templates, you
can see the stats column here that shows the open rate percentage and the number
of emails that have been opened for all of your templates. You can get more
analytics for each template and we will cover email analytics in another video.
Thank you for watching this video. For more resources on Zoho CRM, please visit www.zoho.com/crm/resources