How do I publish Email Template add-ons?
Vtiger Add-ons Publisher allows you to design and create email templates in the CRM. For other users to use your email template, you must publish it as an add-on to the Vtiger Marketplace.Note: You can also publish custom templates.Follow these steps to publish your email templates as add-ons in the Marketplace:- Log in to your Developer edition account.
- Click the Main Menu.
- Click Platform.
- Click Add-ons Publisher.
- Click Create Add-on.
- Click Create, corresponding to the Publish Email Templates option. The Create add-on window opens.
- Enter or select the information for the following:
- Add-on name: Enter a name for your add-on(Email template pack).
- Template cards: Select the templates to add them to the Email template pack.
- Click Save as Draft to make changes before publishing the add-on.
Or- Click Submit to publish the add-on.
- Log in to or open your Marketplace account.
- Click Publish Add-on. The Publish to Vtiger Marketplace window pops up.
- Enter or select the information for the following:
- Publisher Name: Enter your name(Auto-filled based on the user profile).
- Publisher Email: Enter your email address(Auto-filled based on the user profile).
- Listing Name: Enter the name of your add-on.
- Category: Select the add-on category from the drop-down(Auto-filled).
- Price: Enter the selling price of your add-on.
- Version: Enter the updated version of your add-on.
- Short Summary: Enter a brief description of your add-on.
- Description: Enter a detailed description of your add-on.
- Thumbnail: Click Browse and choose the required image. This image will be the thumbnail for the Add-on in the Marketplace.
- Click Publish.
After you submit the add-on, Vtiger’s internal team will review and approve it. Once approved, it will be available for other users to install from the Marketplace.