How to Set Up Email Templates & Campaigns in Zoho CRM

Want to streamline your email outreach? In this video, Kim Mclachlan from Dynamic Digital Solutions shows you how to set up email templates, create email campaigns, and choose the right Zoho app for the job—whether that’s Zoho CRM, Zoho Campaigns, or Zoho Marketing Automation.

With screen-recorded demonstrations and pro tips, Kim walks you through every step so you can confidently build and send emails that look great and get results.

📨 In This Video, You’ll Learn:

• How to create and customise email templates in Zoho CRM
• When to use Zoho Campaigns vs. Zoho CRM vs. Zoho Marketing Automation

Whether you’re nurturing leads, launching a promotion, or building long-term relationships, this video will help you pick the right tools and execute with ease.

💬 Have questions or want help choosing the best option for your business? Drop a comment below!

📌 Need help? Contact Dynamic Digital Solutions for 1:1 support

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