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 delete email templates?
How do I duplicate an email template?
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 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.

To know more about Email Templates, click here.

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