Emails
My mass email limit has not been exceeded. Why am I still unable to send more emails in bulk?
You may be unable to send more emails in bulk if you're using a different Zoho CRM Edition. Your mass email count is calculated on a day-to-day basis, where 12 AM to 11.59 PM GMT is considered one day, based on your organization's time zone. The mass ...
Do you track bounced emails in Zoho CRM?
Bounced email notifications for mass emails are not tracked in Zoho CRM. However, if the user has configured Zoho Mail Add-On, notifications about bounced emails can be tracked only for individual emails (but not mass emails). The notifications are ...
Why do we have the secondary email addresses in Leads and Contacts?
When you're using the Zoho Mail Add-on to fetch your business emails and associate them to the leads and contacts in Zoho CRM, you need to have a secondary email address. With the additional secondary email address, all emails sent/received to/from ...
How can I track the leads/contacts to whom I have sent emails in bulk?
You can send bulk emails in batches and still keep track of the leads/contacts to whom you have sent the mails. Suppose you need to send bulk emails to contacts from USA, follow these steps: Create field - You need to create a custom pick list field ...
Do I need to be a paid customer to use the Mass Email functionality?
Yes, you need to be using either the Standard, Professional, Enterprise or the Ultimate editions to use the Mass Email functionality. For more details on feature availability, click here.
How can I insert links and images in my email template?
You can insert a hyperlink by selecting the text and click the Hyperlink button in the template editor. You can use an image or a logo in your email template by following these steps: 1. Click Setup > Templates > Email. 2. Click the Edit link ...
Can I increase the mass email limit in my account?
Yes, you can increase the limit for bulk emails up to 2250 emails per day on request. Please send the details of your requirement to sales@zohocorp.com to increase your mass email limit.
Why was an email received via BCC Dropbox not associated to the deal?
A BCC Dropbox email is always associated with most recently modified deal that does not have probability value as "0" in its current stage. If the probability is zero then two possibilities are there: the email will be associated with the next ...
Why does the number of Opened emails vary when seen through smart filter versus report?
If you filter records based on the email status through a smart filter (list view filter) or reports, you will get different results. This is because, when you use a smart filter to view emails that are "Opened", then all that records that have ...
How can I send mail merge documents through email using Workflow rules?
Yes, you can send documents created through mail merge via email using workflow rules with the help of functions. Read more about creating mail merge templates. To set workflow rule for sending mail merge documents Go ...
Can I see all the email added through BCC dropbox in reports?
Yes, emails added via BCC dropbox can be seen in custom reports created for emails. To create the report: Go to the Reports module and select Create Report. Select the Primary module. Select Emails in Select related module. Click Continue. ...
How to schedule mass emails in Zoho CRM?
For a given schedule time you can schedule 10 mass emails/module. There are two options from where you can choose the email recipients: Module list view Custom view (i) To schedule mass emails from module list view Select any module and ...
Can I clone an email template?
Yes, you can clone an email template. The template can be cloned for the same module or for the other different modules as well. For example, if you clone an email template for Contacts, you can choose the cloned template to be under Contacts module ...
Why is my signature not populated in the email messages that I send from Zoho CRM?
There are two ways to send emails: You can send it from the Email tab (through Zoho Mail) You can send it from within a specific record (Leads, Contacts etc.)When you send it through the Email tab, the signature that you had added in Zoho Mail, will ...
How do I add additional "from" addresses?
Email integration in CRM is generally account specific. This means that each user in a Zoho CRM account must configure their own email account in CRM. There are two ways to add more "from" addresses: You can add additional "from" addresses while ...
When an email sent through Zoho Mail is opened by a customer, it doesn't always show a notification in the SalesSignals feed. Why?
You can only track email notifications in SalesSignals for your own records. Ensure that you have sent emails to your own records after you've enabled email insights. You will be notified immediately. Read more about enabling email insights here.
Can I copy an email that I've received in Outlook to Zoho CRM without setting up an integration? I would like to select an email from my Outlook inbox, click on a button, and have it go to Zoho CRM.
You can use the Zoho CRM plug-in for Microsoft Outlook to add emails manually from your Outlook account to Zoho CRM.
Can I edit the content of an email template as soon as I select it? In other words, will a template open as a draft so I can edit it?
You can't edit the content in an email template as soon as you open it. You can, however edit content using the Send Email composer for individual emails. When you select your template in the composer, it automatically loads in the editable mode. ...
Is there a way for both Gmail and Zoho CRM emails to work together? Deleting an email from one account should delete it from both accounts. Is this possible?
You can configure Gmail using IMAP and sync your emails seamlessly. After the configuration, your emails, once deleted from your Gmail account will be deleted from your Zoho CRM account as well.
What is the limit for email attachments?
In Zoho CRM, you can upload attachments in various places. You can upload attachments to: Individual records in CRM. Individual emails. Email templates. Individual records In individual records, you can attach documents upto the size of 100MB. This ...
How can I add an image to my signature?
You can add a logo or image to your signature by following these steps: To add an image to your signature, Go to Setup > Channels > Email > Email Configuration > Email signature and click Add New Signature. In the editor pop-up box, click Insert ...
Can I change the email address of my Zoho CRM account?
No, it's not possible to change the email address of your Zoho CRM account. However, you can change the email address of your Zoho Account, which will be applied across all the Zoho products that you are subscribed to. Follow these steps to change ...