5.3 Email Templates

The vtenext admin user can make email templates available to other users for use for single emails and for newsletters. The general characteristics of email templates applicable to both mails and newsletters are described below, while specific functions concerning emails are shown in the subsequent sections.

To create a new Email template go to Settings > Email Templates.

The email templates configuration mask contains an initial internal information section and a second section (grey box) composed of the body of the email and the data visible to the recipients.

Name

Template name

Description

Template description (optional)

Folder

Public: the template is available to all
Personal users: only the template is available only to admin users

Type

Email: templates available for emails (Messages Module)
Newsletter: templates available for the Newsletters module

Subject

Email subject

Message

Body of the email

In the email template is possible to include some variable parts of the text that the system will automatically complete once the email is received by the recipient. 
Example: you want to create a template addressed to new leads to thank them for contacting you . Once you have formatted the text part , you can include a variable that automatically map name and surname of the leads record . In this way every recipient will receive a customized email.

To include a variable go to the line “select field Type”:

  1. Step 1 select the module containing the variable, for example Leads
  2. Step 2 select the name of the desired field, for example “Name”
  3. put the cursor in the point in which you want the variable and click on “Insert" button

Note. If a template contains variables related to leads and is set to contacts, the variables will be displayed but not completed. We suggest creating two different templates with different variables, one for the Leads module and one for Contacts. Note that it is helpful to inform users of the module for which the template is available, providing the information in the Description, for example.


Revision #13
Created Tue, Apr 16, 2019 12:24 PM by Admin
Updated Tue, Mar 16, 2021 2:10 PM by Admin