FAQs in this section
What are Email Templates?
What are Email Templates used for?
How are Vtiger's Email Templates better?
Is it easy to design email templates in Vtiger CRM?
What are the benefits of using Email Templates?
Where do I view email templates in Vtiger CRM?
How do I create an email template?
How do I use an email template?
Can I edit an email template?
How do I edit an email template and add tags?
How do I delete email templates?
How do I duplicate an email template?
How do I fix an email template that doesn’t appear in the List view?
How do I fix merge tags not showing the correct information?
How do I fix formatting issues in my email template?
How do I fix broken or missing images in my email template?
How do I fix the issue of not being able to save a email template?
How do I make sure my email template is linked correctly and available to use?
How can I prevent my email templates from being marked as spam?

How do I generate a report from an email template?

Email template records allow you to generate detailed reports, giving you insights into metrics such as Direct Emails and Email Campaigns that have been sent.

Follow these steps to display a report from an email template record:
  1. Log in to the CRM.
  2. Go to main Menu > Marketing.
  3. Select Email Templates from Marketing Enablement. A List View of Email Templates opens.
  4. Select the template for which you want to view a report.
  5. Click the Reports tab to display the reports.
  6. Click the records link under the Direct Email Details to open the related contact records in the Deep Dive view in a new tab.
  7. Click the records link under the Email campaign details to open the related Email Campaign records in a new tab.
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