FAQs in this section
How and where can I use Merge tags?
What is meant by Canned Response?
How will email templates help me?
What are Email Templates?
What is the benefit of using Email Templates?
How are Vtiger's Email Templates better?
Is it easy to design email templates in Vtiger CRM?
What are the benefits of using Vtiger CRM's
Can I duplicate a contact record?
Where do I view email templates in Vtiger CRM?
How do I create 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?
Can I undo an action while creating templates?

How do I use an email template?

It is quite easy to open and use a template in your email through the Compose Email window.

Follow these steps to insert an email template into your emails:

  1. Go to Sales.
  2. Go to Inbox.
  3. Click Compose.
  4. Enter details in the To field by using the search option.
    • Type the first three alphabets to bring up the details.
    • You also need to select the relevant module in the drop-down beside the search field. 
  5. Click Email Templates.
  6. Search for the required template using the Template Name.
    • You can also search for the template using the Module Name.  
  7. The email section is populated by the selected email template.
  8. Click Send.

     
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