Creating Email Templates

Start creating templates in Settings > Templates > New Template. A few things to think about:

  • templates are module-specific
  • Zoho has some templates already available to use, but you can create from scratch
  • give it a name and a subject line
  • use the # sign to merge in contact information from the chosen module
  • think about how to organize your email templates into folders when you save them

If you don’t see the option to “Share With” anyone, it’s probably because you are the only user in your demo account.