How do I create an email template in Vtiger CRM?

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 > Marketing.
3. Select Email Templates from Marketing Enablement. The List View of Email Templates opens.
4. Click +Add Email Template from the top-right corner of the screen.The Select Template window opens
5. Select one of the options from the following:
   1. Themes: Ready-made designs you can use for your emails.
   2. Blueprints: Simple layouts to build basic email structures.
   3. My templates: Free templates preloaded with content.
   4. By coding: Create your templates by using HTML code.
6. Click +Create New after selecting a template option. A Create Email Template window opens.
7. Select how you want to design your template from the options below:
   1. Template Builder: Create professional templates quickly by dragging and dropping blocks like text, images, and buttons.
   2. Merge Tags: Insert dynamic fields like First Name, Last Name, or Company to personalize your emails.
   3. HTML Source Code: Customize the email by directly editing the HTML code.
8. Enter or select the following details after choosing a design:
   1. Template Name: Enter the name of the email template.
   2. Module: Select the module where the template will be used.
   3. Subject: Enter the subject line for the email.
   4. Assigned To: Choose the user who will own this template.
   5. Description: Add a short note or purpose for the template.
9. Click Preview to view the template in both Desktop and Mobile versions.
10. Click Save to save your template.

All your personalized templates will be saved in the My Templates folder and will also appear in the List view for selection.