How to Customize Email Templates

IMPORTANT: Ensure that any custom Email Templates you create are saved to the "ZE Portal" Folder in CRM Templates.

In Zoho CRM, click "Settings", then under "Customization" click "Templates".

Find the generic ZE Portal Email Templates and click on them. Then click "Clone" to create a copy that you can modify.

The generic templates are set to use your Organisation information (name and address) so either set these correctly in your Zoho CRM Settings, or change the merge tags to hard code the text you want to show in that location.

You can edit everything in the email template, including the subject line. Just do not change the URL link for the Button.

Visit our YouTube Channel for video tutorials on customising your ZE Portal.

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