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Payroll software with automated tax payments and filing.

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Robotic process automation software to automate high-volume, rule-based tasks.

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Low-code IoT platform and solutions for connected businesses.

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Business formation service to launch and grow your businesses.

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Privacy-friendly application analytics solution.

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Sales

 
CRM

Comprehensive CRM platform for customer-facing teams.

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Bigin

Simple CRM for small businesses moving from spreadsheets.

Bigin
 
Forms

Build online forms for every business need.

Forms
 
SalesIQ

Live chat app to engage and convert website visitors.

SalesIQ
 
Bookings

Appointment scheduling app for consultations with customers.

Bookings
 
Sign

Digital signature app for businesses.

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RouteIQ

Comprehensive sales map visualization and optimal route planning solution.

RouteIQ
 
Thrive

Complete loyalty and affiliate management platform.

Thrive
 
Voice

Cloud Contact Center Software for businesses.

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Suites
CRM Plus

Unified platform to deliver top-notch customer experience.

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Marketing

 
Social

All-in-one social media management software.

Social
 
Campaigns

Create, send, and track targeted email campaigns that drive sales.

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Forms

Build online forms for every business need.

Forms
 
Survey

Design surveys to reach and interact with your audience.

Survey
 
Sites

Online website builder with extensive customisation options.

Sites
 
PageSense

Website conversion optimization and personalisation platform.

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Backstage

End-to-end event management software.

Backstage
 
Webinar

Webinar platform for webcasting online webinars.

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Marketing Automation

All-in-one marketing automation software.

Marketing Automation
 
LandingPage

Smart landing page builder to increase conversion rates

LandingPage
 
Publish

Manage all your local business listings on a single platform.

Publish
 
SalesIQ

Live chat app to engage and convert website visitors.

SalesIQ
 
Sign

Digital signature app for businesses.

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Thrive

Complete loyalty and affiliate management platform.

Thrive
 
Voice

Cloud Contact Center Software for businesses.

Voice
 
NEW
LeadChain

Sync, manage, and convert leads across channels seamlessly.

LeadChain
 
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CommunitySpaces

Online community platform for individuals and businesses to grow their network and brand.

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Suites
Marketing Plus

Unified marketing platform for marketing teams.

Marketing Plus

Commerce and POS

 
Commerce

eCommerce platform to manage and market your online store.

Commerce

Service

 
Desk

Helpdesk software to deliver great customer support.

Desk
 
Assist

Remote support and unattended remote access software.

Assist
 
Lens

Interactive remote assistance software with augmented reality.

Lens
 
FSM

End-to-end field service management platform for service businesses.

FSM
 
SalesIQ

Live chat app to engage and convert website visitors.

SalesIQ
 
Voice

Cloud Contact Center Software for businesses.

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NEW
Solo

The all-in-one toolkit for solopreneurs.

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Bookings

Appointment scheduling app for consultations with customers.

Bookings
 
Suites
Service Plus

Unified platform for customer service and support teams.

Service Plus

Finance

 
Books

Powerful accounting platform for growing businesses.

Books
 
FREE
Invoice

100% Free invoicing solution.

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Expense

Effortless expense reporting platform.

Expense
 
Inventory

Powerful stock management and inventory control software.

Inventory
 
Billing

End-to-end billing solution for your business.

Billing
 
Checkout

Collect payments online with custom branded pages.

Checkout
 
NEW
Payroll

Payroll software with automated tax payments and filing.

Payroll
 
NEW
Solo

The all-in-one toolkit for solopreneurs.

Solo
 
Practice

Practice management software for accounting firms.

Practice
 
Sign

Digital signature app for businesses.

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Commerce

eCommerce platform to manage and market your online store.

Commerce
 
Suites
Finance Plus

All-in-one suite to manage your operations and finances.

Finance Plus

Email and Collaboration

 
Mail

Secure email service for teams of all sizes.

Mail
 
Meeting

Online meeting software for all your video conferencing & webinar needs.

Meeting
 
Writer

Word processor for focused writing and discussions.

Writer
 
Sheet

Spreadsheet software for collaborative teams.

Sheet
 
Show

Create, edit, and share slides with a sleek presentation app.

Show
 
Notebook

Beautiful home for all your notes.

Notebook
 
Cliq

Stay in touch with teams no matter where you are.

Cliq
 
Connect

Employee experience platform to communicate, engage, and build positive employee relations.

Connect
 
Bookings

Appointment scheduling app for consultations with customers.

Bookings
 
TeamInbox

Shared inboxes for teams.

TeamInbox
 
WorkDrive

Online file management for teams.

WorkDrive
 
Sign

Digital signature app for businesses.

Sign
 
Office Suite

Powerful collaborative work platform for teams.

Office Suite
 
Office Integrator

Built in document editors for web apps.

Office Integrator
 
ZeptoMail

Secure and reliable transactional email sending service.

ZeptoMail
 
Calendar

Online business calendar to manage events and schedule appointments.

Calendar
 
Learn

Knowledge and learning management platform.

Learn
 
Voice

Cloud Contact Center Software for businesses.

Voice
 
ToDo

Collaborative task management for individuals and teams.

ToDo
 
Tables

Work management tool to connect people, processes, and information.

Tables
 
FREE
PDF Editor

Collaborative online PDF editing tool.

PDF Editor
 
Suites
Workplace

Application suite built to improve team productivity and collaboration.

Workplace

Human Resources

 
People

Organize, automate, and simplify your HR processes.

People
 
Recruit

Intuitive recruiting platform built to provide hiring solutions.

Recruit
 
Expense

Effortless expense reporting platform.

Expense
 
Workerly

Manage temporary staffing with an employee scheduling solution.

Workerly
 
NEW
Payroll

Payroll software with automated tax payments and filing.

Payroll
 
Shifts

Employee scheduling and time tracking app.

Shifts
 
Sign

Digital signature app for businesses.

Sign
 
Suites
People Plus

Comprehensive HR platform for seamless employee experiences.

People Plus

Security and IT Management

 
Creator

Build custom apps to simplify business processes.

Creator
 
Directory

Workforce identity and access management solution for cloud businesses.

Directory
 
FREE
OneAuth

Secure multi-factor authenticator (MFA) for all your online accounts.

OneAuth
 
Vault

Online password manager for teams.

Vault
 
Catalyst

Pro-code platform to build and deploy your apps.

Catalyst
 
Toolkit

Complete resource for any admin-related lookup queries.

Toolkit
 
Lens

Interactive remote assistance software with augmented reality.

Lens
 
Assist

Remote support and unattended remote access software.

Assist
 
QEngine

Test automation software to build, manage, execute, and report testcases.

QEngine
 
NEW
RPA

Automate manual, tedious, and repetitive tasks easily.

RPA

BI and Analytics

 
Analytics

Modern self-service BI and analytics platform.

Analytics
 
Embedded BI

Embedded analytics and white label BI solutions, tailored for your needs.

Embedded BI
 
DataPrep

AI-powered data preparation service for your data-driven organization.

DataPrep
 
NEW
IoT

Harnessing IoT analytics for real-time operational intelligence.

IoT

Project Management

 
Projects

Manage, track, and collaborate on projects with teams.

Projects
 
Sprints

Planning and tracking tool for scrum teams.

Sprints
 
BugTracker

Automatic bug tracking software for managing bugs.

BugTracker
 
NEW
Solo

The all-in-one toolkit for solopreneurs.

Solo

Developer Platforms

 
Creator

Build custom apps to simplify business processes.

Creator
 
Flow

Automate business workflows by creating smart integrations.

Flow
 
Catalyst

Pro-code platform to build and deploy your apps.

Catalyst
 
Office Integrator

Built in document editors for web apps.

Office Integrator
 
ZeptoMail

Secure and reliable transactional email sending service.

ZeptoMail
 
QEngine

Test automation software to build, manage, execute, and report testcases.

QEngine
 
Tables

Work management tool to connect people, processes, and information.

Tables
 
NEW
RPA

Automate manual, tedious, and repetitive tasks easily.

RPA
 
NEW
Apptics

Application analytics for all apps.

Apptics
 
Embedded BI

Embedded analytics and white label BI solutions, tailored for your needs.

Embedded BI
 
NEW
IoT

Build, deploy, and scale IoT solutions for connected businesses.

IoT
 
DataPrep

AI-powered data preparation service for your data-driven organization.

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IoT

 
NEW
IoT

Low-code IoT platform and solutions for connected businesses.

IoT

Search Result

 
CRM Plus

Unified platform to deliver top-notch customer experience.

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CRM Plus
 
Service Plus

Unified platform for customer service and support teams.

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Service Plus
 
Finance Plus

All-in-one suite to manage your operations and finances.

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Finance Plus
 
People Plus

Comprehensive HR platform for seamless employee experiences.

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People Plus
 
Workplace

Application suite built to improve team productivity and collaboration.

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Workplace
 
Marketing Plus

Unified marketing platform for marketing teams.

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Marketing Plus
 
All-in-one suite

Zoho One

The Operating System for Business

Run your entire business on Zoho with our unified cloud software, designed to help you break down silos between departments and increase organizational efficiency.

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Zoho One
Zoho Marketplace

With over 2000 ready-to-use extensions across 40+ categories, connect your favorite business tools with the Zoho products you already use.

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Marketplace

​Email Templates

ZeptoMail is a transactional email service. Depending on your type of business, some transactional emails are more common and frequently used than others. For example, OTP emails, password reset emails etc. You can create and use the transactional email templates in ZeptoMail to avoid writing the same email repeatedly. It can also be used to standardize the emails you send to your users. 

Creating Templates for transactional emails

  1. Login to ZeptoMail.
  2. Navigate to the Mail Agent where you would like to create the template.
  3. Click on the Templates tab.
  4. Click  Add new template in the right corner to start creating a new template.
  5. Add New template pop-up appears.
  6. You can choose one of the sample templates available or use the blank template to create the template from scratch. 
  7. Enter the Template Name and Subject
  8. You can edit the sample template or create your new template using the Text editor or the HTML editor. While creating a new template or even while editing them, you can add or edit the appropriate placeholders to include your product name, customer's name, etc.,using the merge tag icon from the toolbar. Mentioned below are example merge tags for a welcome email given within the parentheses.
  9. These merge tags help you customise your emails according to your needs. They can be included in the request body of your API under the "merge_info" parameter. 
  10. ​To add a merge tag, simply place the cursor at the desired location within your template and click the merge tag icon. The tag will be inserted.
  11. You can also attach files to the template by clicking on the Attach icon in the editor tools.
  12. The template has now been added to your Mail Agent in ZeptoMail. All the templates you create will be listed in the Templates tab along with the SubjectTemplate keyLast modified date, and size of the template. 
  13. Alternatively, you can import a custom TXT or HTML file and use it as a template. To do so :
    1. Click Import. 
    2. Select Choose files to upload to upload the desired files and select Import.

Search a Template :

  1. You can search the desired template from the list by selecting the search criteria drop-down menu. 
  2. Choose the criteria based on which you wish to search the template, i.e., whether based on 'Template name' or 'Template key'. 


  3. Fill in the corresponding value. Press enter to view the desired Template.

Sections of the template

Select an email template to view it's sections. They are :

  • Template info
  • Edit template
  • Merge Info
  • Single email setup
  • Batch email setup

Template info

You will find all the information related to the contents of the selected email template. This has two sections, the left side gives you details of the subject, date of creation, date of modification and it's size. The right side gives you the preview of the template. You can check the web and mobile views of the email and alter it accordingly. Further, you can also view the contents according to the screen modes - dark or light.

If you wish to edit the template, you can choose to do so by selecting the Edit icon at the top. Once selected, you will be taken to the Edit template section where you can edit the contents.

Edit Templates

You can edit your template's contents in this section. To edit your content :

  1. Click on the Editor drop-down.
  2. You will find two options - Editor : that allows you to edit the plain text content and HTML : which allows you to edit the HTML code of the template.
  3. Choose the appropriate one and start editing.
  4. Depending on the type you choose, you will find the corresponding formatting and editing options. 

Template alias key :

You can add an alias name to the template keys you use in the edit section of your templates. This helps you identify and fetch them better in the future. The alias name can be used in the place of the template key within the request body of your API.

Navigate to the edit template section. Enter the appropriate alias name.

Once you make the necessary changes, click Save.

Note:

  • You can use the alias name within your request body as the "template_alias" parameter. You can use this parameter to send a single email as well as batch emails.
  • You should use either the "template_key" parameter or "template_alias" parameter. You cannot use both of them together.

Merge info

The merge info section allows you to add merge tags that help you customize your emails based on your needs. You can enter the values that need to be fetched for the merge tag you have added in the left console. Once you enter the merge tags and their values, click Change values. 

Apart from simple variable substitution, you can use merge tags to include more information within your email body. Refer our guide on adding dynamic data in your templates.

Sending test email

You can send test emails to check how a particular email content in a template looks like to your recipients. To do so :

  1. Navigate to the template you like to check.
  2. Go to the Merge info tab and click Send test email.
  3. Add the recipient details in the dialog box and click send.

Note:

Credits will be consumed for sending out test emails.

Single email setup

This API is used to send the same email content to multiple recipients. For example, the email that is sent when a user registers for your webinar. Though the email is sent to multiple recipients, it will contain the same webinar link. In the case of Single Email API, each recipient can see the other recipients in the email. View the detailed instructions for the API here.

Batch email setup

This API is used to send batch emails using templates. Though the email is sent to multiple recipients, each email will contain information specific to the recipient. Also in contrast to Single Email API, recipients will not be able to view the other recipients of the email. For example, emails that contain contact information or company details of each user. View the detailed instructions for the API here.

Duplicate templates

You can create copies of existing templates and add them to Mail Agents using the Duplicate option. Follow the steps to duplicate a template :

  1. Hover over the template you wish to duplicate and click the Duplicate option on the right.
     
  2. Set a name for the copy and choose the Mail Agent you wish to add the template to.
  3. Click Duplicate and a copy of the template will be created in the respective Mail Agent.

Email reports

You can view the reports of the emails you have sent using a particular template using the View Report button. 

Delete Template

Hover on the template you wish to delete and click on the Delete icon on the right side. A confirm pop-up will appear. Click OK. 

Note:

Before you get started it is important to know that ZeptoMail is for sending transactional emails like welcome emailers, password resets emails, OTPs. We do not support sending of bulk emails or promotional emails like newsletters or marketing campaign emails. If you are looking for a bulk email provider, check out Zoho Campaigns.