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How do I create an email template in Vtiger CRM?

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You can create or choose default templates for sending out emails. While Vtiger provides you with preloaded templates, you can customize them further by editing the content in the content editor section as well as the Source Code panel using HTML code.

Follow these steps to create an email template:

  1. Log in to the CRM.
  2. Go to Main Menu and select Marketing.
  3. Select Email Templates under Sales Enablement.
  4. Click on +Add Email Template.
  5. Choose a design for the template as per your requirements.
  6. Click + Create New to create a new email template.
  7. Enter the following details:
    1. Enter the Template name.
    2. Select the name of the module you want the template to be associated with, in the Module Name drop-down.
    3. Enter a Subject for the template.
    4. Select the Assignee name in the Assigned To field.
    5. Add a description of the template in the Description field if required.
    6. Add the content of the template in the content box.
      1. ​​​​​​Content can be text, images or hyperlinks.
      2. You can customize the template by editing the text using a web text editor, adding the content, modifying the styles and adding merge tags. You can also add emojis to your template.
  8. Source Code panel - After you have added content, you can also edit in the source code panel on the right. 
  9. Merging Tags - You can use this section to merge tags of modules and field names to the template.
  10. Click Preview to see how the edited email template looks.
  11. Click Save.
All your personalized templates will be saved in the My Templates folder and will also appear in the List view for selection.
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