How do i create a template in zoho mail
Zoho Mail allows you to create custom email templates for frequently sent emails, such as newsletters, notifications, or promotional emails. Here's a step-by-step guide to create a template in Zoho Mail:
Prerequisites:
- You need to have a Zoho Mail account.
- You need to have the necessary permissions to create templates (usually, this is the case for administrators or users with the "Template Manager" role).
Creating a Template in Zoho Mail:
- Log in to your Zoho Mail account and go to the "Settings" icon (represented by a gear) in the top-right corner of the page.
- Click on "Templates" from the drop-down menu.
- Click on the "Create Template" button.
- Enter a name for your template in the "Template Name" field.
- Choose the template type: "Email" or "Signature". For this example, we'll choose "Email".
- Select the template language: English (or your preferred language).
- Compose your email template using the WYSIWYG editor. You can add text, images, links, and other elements as needed.
- Use the "Insert" menu to add placeholders for dynamic content, such as the recipient's name or a custom field. You can also use the "Insert" menu to add Zoho CRM or other Zoho app data to your template.
- Click on the "Save" button to save your template.
Using Your Template:
- To use your template, go to the "Compose" page and click on the "Templates" button.
- Select your template from the list of available templates.
- Fill in the placeholders with the desired data.
- Click on the "Send" button to send the email.
Tips and Variations:
- You can create multiple templates for different purposes or audiences.
- You can also create templates for specific campaigns or events.
- To edit an existing template, go to the "Templates" page, select the template, and click on the "Edit" button.
- You can also use Zoho Mail's "Template Manager" feature to manage and organize your templates.
By following these steps, you can create custom email templates in Zoho Mail to streamline your email communication and save time.