Email Templates

Email is considered one of the best channels to communicate with your employees. An email template allows you to create and send emails to your employees quickly.

For example, you might want to create email templates to notify your employees about trips, advances, purchase requests, etc. Instead of creating new emails every time you want to send out a notification, you can create and save templates for the emails that you send out to your employees on a regular basis. Zoho Spend also has a set of default templates that can be customized based on your business requirements.

Once you create the email templates in Zoho Spend, you can use these templates while sending email alerts to your employees.

Create Email Template

• Go to Settings on the left sidebar.
  (OR)
  Click Settings in the top right corner of the page.
• Click the New Email Template button in the top-right corner of the page.
• Select the email type.
• Enter a name, subject, and content for the Email Template.
• Click Save.

Edit Email Template

To make changes to your existing email template:

• Go to Settings on the left sidebar.
  (OR)
  Click Settings in the top right corner of the page.
• Hover over the email template you want to edit and click the More icon next to it.
• Click Edit and make the necessary changes.
• Click Save.

Disable Email Template

Here’s how you can disable an email template:

• Go to Settings on the left sidebar.
  (OR)
  Click Settings in the top right corner of the page.
• Hover over the email template you want to edit and click the More icon next to it.
• Click disable.

Delete Email Template

Here’s how you can delete an email template permanently:

• Go to Settings on the left sidebar.
  (OR)
  Click Settings in the top right corner of the page.
• Hover over the email template you want to delete and click the More icon next to it.
• Click Delete.
• In the pop-up that opens, click Delete again to delete the email template.