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 generate a report from 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 duplicate an email template?

Follow these steps to duplicate an email template:

  1. Log in to the CRM.
  2. Go to Main Menu.
  3. Select Marketing.
  4. Select Email Templates under Sales Enablement.
  5. Select the email template that you would want to duplicate. The system takes you to Details page.
  6. Click the more icon at the right side of the screen.
  7. Click on the Duplicate icon.
  8. Edit the following details:
    1. Template name: Enter the name of the template.
    2. Module: Select the Module from the given dropdown.
    3. Subject: Enter the subject.
    4. Assigned To: Select the assignee name from the dropdown.
    5. Edit the email body section.
    6. Select the Source code icon to edit using HTML source code.
    7. 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.
  9. Click Preview to see how the detailed email template looks.
  10. Click Save.

 

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