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

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 directly in the Postcards interface, so we won’t need to edit the code later.

The unsubscribe tag looks like this:

${Leads.Email Opt Out}

In the Postcards app, choose a template. Mine looks like this:

Scroll to the bottom of this page and click the Footer.

Find where the email values are defined, then replace the fields with your unsubscribe values like this:

Now this template is ready.

Once your design is ready, the next step is to export the HTML from Postcards so you can import it into Zoho CRM. Postcards give you two ways to do this through the Export menu:

• Copy Email Code — this is the quickest option. It copies clean, production-ready HTML directly to your clipboard, so you can paste it right away into Zoho CRM:
  • Click Export in the top-right corner.
  • Select Copy Email Code.
  • The full HTML will be copied automatically to your clipboard.

• Download as ZIP — this downloads the full HTML package of your email, including the index.html file. Make sure "Host images/fonts online" is enabled before downloading, unless you plan to use your own hosted image and font files.
  • Click Export in the top-right corner and select Download as ZIP.

• Click the "Download as ZIP" button.

• Open the ZIP and extract the contents into a folder.

• Inside the extracted folder, locate the index.html file.
• Open index.html in a text editor such as Notepad, Notepad++, or Visual Studio Code.
• Copy the full HTML code from that file. (CTRL + A - to select all, then, CTRL + C - to copy)

Extract the file into a folder you can work with. It should look something like this:

Now we have everything we need for the custom Zoho CRM email campaign.

2. Create an email template in Zoho CRM

From the main Dashboard, click "Setup" in the top-right corner.

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

Then click the “New template” button:

Select the module you want to use — in this case, I’ll use "Leads" — and then click "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:

Replace everything in the Zoho editor with our Postcards template code.

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.