{"id":4076,"date":"2026-05-29T19:53:16","date_gmt":"2026-05-29T19:53:16","guid":{"rendered":"https:\/\/aaxonix.com\/resources\/?post_type=glossary&#038;p=4076"},"modified":"2026-05-29T19:53:16","modified_gmt":"2026-05-29T19:53:16","slug":"email-template","status":"publish","type":"glossary","link":"https:\/\/aaxonix.com\/resources\/glossary\/email-template\/","title":{"rendered":"Email Template"},"content":{"rendered":"<style>\n.gt-body { font-family:'Poppins',sans-serif; color:#111; line-height:1.75; }\n.gt-def { border-left:4px solid #E8650A; padding:16px 20px; background:#fff8f4; border-radius:0 8px 8px 0; margin:0 0 32px; font-size:1.05rem; }\n.gt-section { margin:0 0 36px; }\n.gt-section h2 { font-family:'Fraunces',serif; color:#0A1628; font-size:1.5rem; margin:0 0 12px; }\n.gt-section p { margin:0 0 12px; }\n.gt-example-box { background:#f0f4ff; border-radius:10px; padding:20px 24px; margin:0 0 32px; }\n.gt-example-box strong { color:#2563EB; }\n.gt-related-pills { display:flex; flex-wrap:wrap; gap:10px; margin:0 0 32px; }\n.gt-related-pill { background:#f7f4ef; border:1px solid #ddd8cf; border-radius:20px; padding:6px 16px; font-size:0.875rem; color:#0A1628; text-decoration:none; transition:all .2s; }\n.gt-related-pill:hover { background:#0A1628; color:#fff; border-color:#0A1628; }\n.gt-faq-item { border:1px solid #ddd8cf; border-radius:10px; padding:16px 20px; margin:0 0 12px; }\n.gt-faq-item h3 { font-size:1rem; color:#0A1628; margin:0 0 8px; }\n.gt-faq-item p { margin:0; font-size:0.9rem; color:#444; }\n<\/style>\n<div class=\"gt-body\">\n<div class=\"gt-def\">An Email Template in Zoho CRM is a pre-written, reusable email that can be sent manually to leads and contacts or used in Workflow automation actions. Templates support merge fields that personalise the email with CRM record data, such as the recipient&#8217;s name, company, deal name, or any other field value.<\/div>\n<div class=\"gt-section\">\n<h2>Creating and Using Email Templates<\/h2>\n<p>Templates are created under the Email Templates section in CRM Setup. Each template has a subject line (which can also contain merge fields), a body (rich text or HTML), and a from-name configuration. Merge fields use the syntax <code>$leads.First_Name<\/code> or <code>$deals.Deal_Name<\/code>, pulling values from the module the template is used in.<\/p>\n<p>Templates are used in: <a href=\"https:\/\/aaxonix.com\/resources\/glossary\/email-notification-workflow-action\/\" class=\"sp-content-link\">Workflow Email Notifications<\/a>, <a href=\"https:\/\/aaxonix.com\/resources\/glossary\/cadence-step\/\" class=\"sp-content-link\">Cadence email steps<\/a>, manual one-click email sends from record pages, and mass email sends to a list of records.<\/p>\n<\/div>\n<div class=\"gt-section\">\n<h2>Industry Example<\/h2>\n<div class=\"gt-example-box\"><strong>Professional Services:<\/strong> A consulting firm maintains 12 Email Templates in Zoho CRM covering the full sales cycle: initial outreach, discovery call confirmation, proposal follow-up, case study share, pricing discussion, contract send, and post-win onboarding welcome. Each template uses merge fields for the prospect&#8217;s name, company, and the rep&#8217;s signature. Reps send accurate, personalised emails in one click rather than writing from scratch each time.<\/div>\n<\/div>\n<div class=\"gt-section\">\n<h2>Related Terms<\/h2>\n<div class=\"gt-related-pills\"><a href=\"https:\/\/aaxonix.com\/resources\/glossary\/email-notification-workflow-action\/\" class=\"sp-content-link gt-related-pill\">Email Notification (Workflow Action)<\/a><br \/>\n<a href=\"https:\/\/aaxonix.com\/resources\/glossary\/email-template-merge-tag\/\" class=\"sp-content-link gt-related-pill\">Email Template Merge Tag<\/a><br \/>\n<a href=\"https:\/\/aaxonix.com\/resources\/glossary\/cadence-step\/\" class=\"sp-content-link gt-related-pill\">Cadence Step<\/a><br \/>\n<a href=\"https:\/\/aaxonix.com\/resources\/glossary\/workflow-rule\/\" class=\"sp-content-link gt-related-pill\">Workflow Rule<\/a><br \/>\n<a href=\"https:\/\/aaxonix.com\/resources\/glossary\/email-insights\/\" class=\"sp-content-link gt-related-pill\">Email Insights<\/a>\n<\/div>\n<\/div>\n<div class=\"gt-section\">\n<h2>Frequently Asked Questions<\/h2>\n<div class=\"gt-faq-item\">\n<h3>What is an Email Template in Zoho CRM?<\/h3>\n<p>An Email Template is a pre-written, reusable email stored in Zoho CRM. Templates use merge fields to personalise the subject and body with record-specific data. They are used in workflow automation, Cadence steps, and manual one-click sends from CRM records.<\/p>\n<\/div>\n<\/div>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>An Email Template in Zoho CRM is a pre-written, reusable email that can be sent manually to leads and contacts or used\u2026<\/p>\n","protected":false},"template":"","meta":{"seo_title":"Email Template | Zoho CRM Glossary","seo_description":"An Email Template in Zoho CRM is a pre-written, reusable email that can be sent manually to leads and contacts or used in Workflow automation actions. Temp","seo_keyword":"email template zoho crm","seo_faqs":"[{\"q\": \"What is an Email Template in Zoho CRM?\", \"a\": \"An Email Template is a pre-written, reusable email stored in Zoho CRM. Templates use merge fields to personalise the subject and body with record-specific data. 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