Vtiger edit email templates

Analytics and tracking Use past campaign stats to improve future campaigns Use analytics from past campaigns and alter factors such as sending time to improve response rate. Automate follow-up emails with Autoresponders Send unique trigger-based emails for audiences from onboarding and nurturing to re-engagement and customer retention. This ensures that you never miss a key relationship-building opportunity.

See engagements reflected automatically using Engagement Score Vtiger automatically keeps a score of recipients who access and respond to your email campaigns using Engagement Score. Email Campaigns Pricing Our worry-free pricing lets you focus on growing your business. If you need more than your free allotment of email credits per month, but only sporadically, pay-as-you-go pricing lets you send emails at your own pace without worrying about losing monthly credits. Purchased credits last 12 months.

Prices exclude regional taxes. Monthly Plans. The more you send, the less it costs. If you send periodic newsletters or other scheduled campaigns, monthly pricing gives you a better bang for your buck.

Usage resets at the beginning of each billing cycle. Properties tab. Other information. Other information tab. Labels tab. Product block. Product block tab. Settings tab. Sharing tab. Email Maker pop-up Window. Editing email templates. Common templates — templates can be used in all modules.

Inside common templates is not recommended to use primary module fields, related module fields, products block templates, related blocks or listview blocks. The reason is that values for such fields should be not available for particular modules and therefore the email will contain just notations of the fields e.

Create new email template. Add new email template. Email themes. The email themes can be used only for new email templates. It means you cannot apply new theme on already saved email templates.

New template creation. If you change the primary module the all inputs will be deleted and you can lose your work. This deletion helps to avoid using fields in template which are not from primary or related module.

Add theme. How to create new email theme. EditView of Email theme. Inserting images. So, if you would like to insert image please provide following steps: Press the image button on the toolbar. It includes four tabs that group image options.

Define the URL address of the image. You may also use button in order to browse the files. Set up other properties of the image. Click to add image into template. Insert image. Creating tables. Using a product blocks. Product block usage. Create new product block. Create product block. Create separate Block for Products and for Services. Separate Blocks. Insert and edit product block template. You can simply add the whole product block template into your template by: Go to Product block tab.

Select product block template. Click on button. Insert product block template. Using related blocks. Create and insert related block. Go to the Properties tab and click on button. Edit block window will appear on the screen. Start creation of the related block Start creation of the related block. Creation of the related block — step 1. Creation of the related block — step 2. Creation of the related block — step 3. Creation of the related block — step 4.

Creation of the related block — step 5. Insert related block. In order to insert related block provide following actions: Click to editing area where would you like to have related block. Using dropdown list select your related block. Related block is inserted. You can continue with editing of the related block if necessary.

Related block in Compose Email. Using ListView block. Attach documents into templates. How to attach documents into Email template. How to remove documents from Email template. Inserting labels. Template settings. Email subject. Email subject settings. Special characters in email subject. Now your subject will be shown correctly with all required special characters. Status in DetailView.

Set as default. DetailView — Properties tab The behavior of default templates is shown in the below picture: template default for ListView is automatically selected in Select Email Addresses window template default for DetailView is automatically selected in EMAIL Maker window the template is not automatically selected if not set as default, neither in case only one template exists Default template visibility.

Display conditions. How to set Display conditions. Sending emails. Select language to be used. DetailView : Click on button. How to send email. Select Email Addresses. Select Email Addresses window differs also within same module in ListView. It depends whether one or more records were selected. Select Email. Compose E-Mail. Change subject of the email. Change or select email template Include Signature Additional edit of the email or email template. Preview of the email or email template.

Compose E-Mail window. Emails sent from. Recipients To, Cc, Bcc. Three ways how to attach the attachments into emails are currently supported in the Email Maker: The attachments inserted directly into email template see chapter Attach documents into templates for details.

Administration User Management Approvals Workflows. Take product tour. Get started with Vtiger. What are Email and Print templates? Print templates enable you to print a document or a record in a PDF format. Email Templates - Personalized emails and Campaigns made easy, thanks to Vtiger! Save time with Preloaded templates Preloaded templates make email creation a breeze.

Personalized emails for bonding Set up email templates to automatically insert unique details. Mobile-friendly emails? Print Templates - Customize and print documents in a jiffy! Awaken the designer inside you It is so easy to add design elements to your print template that you will be compelled to unleash the artist in you.

Active Oldest Votes. Shiroi98 Shiroi98 1 1 gold badge 9 9 silver badges 13 13 bronze badges. Thanks for looking at my question. I will try your solution. I am now working on different project and as I didn't get any answer for my question also didn't find any way to solve that at that particular project within a very short time I used the SugarCRM instead of VTiger. Hope someone will try your solution and this help him!

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