FAQs in this section
Can I create leads, contacts, and organizations using incoming emails?
How can I compose an email?
Can I insert links in my email?
Is there a way to embed an email template while composing emails?
How can I set up my signature for outgoing emails?
Can I attach a file to my email?
Is there a way to schedule emails?
What actions can I perform on emails in the email list?
What actions can I perform on an email?
How can I set up an outgoing server for emails?
Where can I check my mails?
Can I import emails?
Can I set up a reminder to follow-up on an email?
How can I add a CNAME record?
Why are my emails bouncing?
What happens when a hard bounce occurs?
What is an email client?
What happens when an email is forwarded to Mailroom?
What is the email limit in Vtiger CRM?
Can I mark unassigned emails as Done?
How can I increase the number of Helpdesk IDs?
Does the CRM provide automated email tracking or logging for capturing communication history related to opportunities?
How do I edit a template using HTML source code in Vtiger CRM?
How do I duplicate email templates?
How do I delete an email template in Vtiger CRM?
What actions can I perform in an email?
How do I set up My Mailbox with the auto-forwarding option?
What is the purpose of an Email Feedback Loop?
How can I setup my Reply-To email for cases and ad-hoc emails?
What is the maximum number of email addresses I can add to the To field when sending emails from Quotes or other modules in Vtiger CRM?
When adding multiple contacts to an email, will the merge tags for personal identity (name, email, phone) be taken from the first contact listed?
How do I create an email template in Vtiger CRM?
Table of Contents
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:
- Log in to the CRM.
- Go to Main Menu and select Marketing.
- Select Email Templates under Sales Enablement.
- Click on +Add Email Template.
- Choose a design for the template as per your requirements.
- Click + Create New to create a new email template.
- Enter the following details:
- Enter the Template name.
- Select the name of the module you want the template to be associated with, in the Module Name drop-down.
- Enter a Subject for the template.
- Select the Assignee name in the Assigned To field.
- Add a description of the template in the Description field if required.
- Add the content of the template in the content box.
- Content can be text, images or hyperlinks.
- 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.
- Source Code panel - After you have added content, you can also edit in the source code panel on the right.
- Merging Tags - You can use this section to merge tags of modules and field names to the template.
- Click Preview to see how the edited email template looks.
- 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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