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 duplicate email templates?
How do I delete an email template in Vtiger CRM?
How do I create an email template in Vtiger CRM?
What actions can I perform in an email?
How can I setup my Reply-To email for cases and ad-hoc emails?
How do I set up My Mailbox with the auto-forwarding option?
What is the purpose of an Email Feedback Loop?
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 edit a template using HTML source code in Vtiger CRM?
Table of Contents
You can edit a template by editing the HTML source code in the Source panel on the right side of the screen. You can either code your own template or import the HTML file from your system. You can add multiple links and images and format the document without worrying about distortion in the final document.
Follow these steps to edit a template using HTML source code:
Follow these steps to edit a template using HTML source code:
- Log in to the CRM.
- Go to Main Menu and select Marketing.
- Click Email Templates under Marketing Enablement.
- The list view displays all the available templates.
- Select the template you want to edit by clicking the checkbox.
- Click the Edit icon.
- Enter the following details:
- Template name: Enter the name of the template.
- Module: Select the Module from the given dropdown.
- Subject: Enter the subject.
- Assigned To: Select the assignee name from the dropdown.
- Edit the email body section.
- Select the Source code icon to edit using HTML source code.
- To merge tags: Place the cursor at the desired location in the body or subject to insert merge a tag. The system displays an alert if the cursor is not placed properly.
- Click Preview to see how the detailed email template looks.
- Click Save.
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