FAQs in this section
How can I attach sent emails to existing records?
How to configure Email Settings to send emails from our own SMTP server?
Can I increase maximum upload size of attachments?
How does Email tracking work?
How can i send email from my mail server?
How can I check the reason for my failed emails?
How do I verify the email id registered in Vtiger?
Why is CNAME required?
What is the CNAME record for Email campaigns?
What is the CNAME record for Vtiger outgoing server ?
What is a DMARC Record?
What is DKIM?
Can I define a fixed Font family and Font style for all the emails I send out from Vtiger?
How can I compose an email?
Is there a way to embed an email template while composing emails?
How can I set up my signature for outgoing emails?
Can I attach a file to my email?
Is there a way to schedule emails?
What actions can I perform on emails in the email list?
What actions can I perform on an email?
How can I set up an outgoing server for emails?
Where can I check my mails?
Can I import emails?
Can I set up a reminder to follow-up on an email?
How can I add a CNAME record?
Why are my emails bouncing?
What happens when a hard bounce occurs?
What is an email client?

Can I insert links in my email?

Yes. You can insert links to appointment pages, surveys, and documents in your email by clicking the Insert Link drop-down in the Compose Email window.

a. Insert Appointment Link
Vtiger CRM’s Appointment Pages save you from the trouble of sending back-and-forth emails to schedule a meeting with a customer. You can create an appointment page by going to Tools > Productivity > Appointment Pages.
Select Insert Appointment Link from the drop-down to pick an appointment record  and insert its link in the email body. 

b. Insert Survey Link
Use surveys to gather feedback and opinions. You can create a survey by going to Tools > Conversations > Surveys
You can insert a survey link in the email body by clicking Insert Survey Link from the drop-down.

c. Vtiger Document
This option lets you insert links to documents present in Vtiger CRM under the Documents module.
The documents open in the Document Viewer when a recipient clicks the link in the email body.

d. Upload and Insert
With this option, you can upload a PDF file to Vtiger CRM’s Document module and insert a link to the file in the email body. 


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