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  • Contents
  • Overview
  • Quiz
  •  

Email Templates

Email templates are like predesigned emails that can be sent to any suitable customer or prospect, without editing any content. For example, welcome emails sent to the new sign-ups, or product proforma sent to an interested buyer or newsletters sent to the subscribers—these emails have the same set of content that is applicable for all the recipients.

 

Having such templates saves time and effort spent in writing repetitive content for every individual, at the same time there are less chances of introducing inadvertent manual errors. This is the best way to quickly send out bulk emails to a larger audience.

 

In this video, we will see how to create and use email templates and learn about the pre-defined templates in Zoho CRM. 

 

If you create templates related to leads, they will only be available when you are working with records in the Leads module.

True

Correct

Well done! They will only be available when you are working with records in the Leads module.

False

Incorrect

Sorry! They will only be available when you are working with records in the Leads module.

What are template analytics?

You can determine which template is best suited for your purpose.

Incorrect

Sorry! It helps you identify how many emails have been sent for each module.

You can identify how each email is performing.

Incorrect

Sorry! It helps you identify how many emails have been sent for each module.

You can identify how many emails are sent for each module.

Correct

Well done! It helps you identify how many emails have been sent for each module.

What are the ways in which you can create an email template?

Create an Email Template from the scratch

Incorrect

Sorry! This is just one of the many ways.

Choose a template from the pre-designed list of templates

Incorrect

Sorry! This is just one of the many ways.

Insert an HTML

Incorrect

Sorry! This is just one of the many ways.

All of the above

Correct

Well done! You can create an email template in all the above mentioned ways.

Email templates are record-specific.

True

Correct

Well done! Email templates are record-specific.

False

Incorrect

Sorry! Email templates are record-specific.

How do you move a template from one folder to another?

Select 'Move to Folder'

Correct

Well done! You can select 'Move to Folder' to move a template from one folder to another.

Select copy and paste in folder of choice

Incorrect

Sorry! You need to select 'Move to Folder' to move a template from one folder to another.

An email template cannot be created by inserting an HTML

True

Incorrect

Sorry! An email template can be created by inserting an HTML.

False

Correct

Well done! An email template can be created by inserting an HTML.

Templates cannot be cloned across modules.

True

Incorrect

Sorry! Templates can be cloned across modules.

False

Correct

Well done! Templates can be cloned across modules.

How do you delete a template that is associated with other functions such as Workflow, Case Escalation, and Macro?

Delete it directly

Incorrect

Sorry! You cannot delete it directly.

First remove the template from the places where it is associated, then delete it

Correct

Well done! You have to first remove the template from the places where it is associated, then delete it.

Just remove the template from the associated places

Incorrect

Sorry! You have to first remove the template from the places where it is associated, then delete it.

What is the purpose of a template folder?

It helps you store all templates within one place

Incorrect

Sorry! It helps you group similar templates together.

It helps you group similar templates together

Correct

Well done! It helps you group similar templates together.

You cannot customize or delete default folders in email templates.

True

Correct

Well done! These folders cannot be customized or deleted.

False

Incorrect

Sorry! These folders cannot be customized or deleted.

You can share template folders with others.

True

Correct

Well done! You can share template folders with others when needed.

False

Incorrect

Sorry! You can share template folders with others when needed.

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