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?
How do I use an email template?
Can I edit an email template?
How do I delete email templates?
Can I undo an action while creating templates?

How do I edit an email template and add tags?

Follow these steps to edit a template and add tags:

  1. Go to the Tools module.
  2. Click Email Templates.
    • The List view displays all the available templates
  3. Select the template you want to edit.
  4. Click the more icon.
  5. Click the edit icon.
  6. Edit the required details.
  7. Edit the email section.
  8. Use the HTML Coding section to make detailed edits
  9. Click View in browser to see how the edited email template looks
  10. Click Save.

Note: Always save your template after you have created or edited it.

Home Privacy Policy Terms of Service Security Center Policy & Legal Center
© Copyright 2021 Vtiger. All rights reserved.
Powered by Vtiger
Facebook Twitter Linkedin Youtube