How to Upload an Email Template in Zoho CRM

In this tutorial, we’ll be creating a custom HTML email template in Zoho CRM using a Postcards template.

Prerequisites

• A Designmodo account
• A Zoho CRM account
• A text editor that can open HTML files

Video Version

Steps

1. Create a Postcards template with the unsubscribe tag

The first thing we need is a Postcards template to work with.

We want to add the unsubscribe tag in the Postcards interface so we don’t have to edit the code to add it later.

The unsubscribe tag looks like:

${Leads.Email Opt Out}

In the Postcards app, I made a template. It consists of a Header 7, Content 4, Feature 5, Call to Action 1, and Footer 1. It looks like:

Scroll to the bottom of this page and click the Footer. That’ll open up a side menu to edit the contents:

Click “Column #2” and scroll until you find where the email values are defined then replace the fields with your unsubscribe values like this:

Now this template is ready.

Click “Done” at the top of the side menu, then press “Export in the top-right corner of the page, then click “Download as zip” and make sure you have the “Host images online” option selected.

Your screen should look like:

Extract your index.html file into a folder you can work with. Your screen should look like this:

2. Create an email template in Zoho CRM

In the Zoho CRM settings page, click “Templates.”

Then click the “New template” button:

Select which module you want to use and then press “Next.”

In the template gallery page, click the “Insert HTML/Plain Text” button in the top-right corner.

In the template editor, enter a name and subject, and then press the HTML icon in the editor menu:

Open your index.html file in a text editor. I’m using Visual Studio Code so my file looks like:

Copy everything in this file and replace everything in the Zoho editor with it.

Your Zoho editor should look like:

Then press “Insert.”

At this point, your email template is ready to go!

You can press “Save” to save your template and press “Preview” to send yourself a test preview.

I sent myself a test email and it looks like:

What we covered

1. How to create and export a Postcards template with a Zoho unsubscribe tag.
2. How to create a custom HTML email template in Zoho CRM.