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Email Templates

With OroCRM you can easily sent numerous personalized emails using one template. For example, you can make a single template that welcomes {username}, assign it to an email campaign and each of your subscribers will get a mail send specifically to them.

This guide describes how to create and manage email template records.

Create Email Templates

  1. In the main menu, navigate System>Emails>Templates, and click the Create Template button in the upper-right corner of the page.
email_template_create
  1. Define the general settings of the template.

    The following fields are mandatory and must be defined:

    Field Description
    Template Name Name used to refer to the template in the system.
    Type* Use html or plain text.
    Owner* Limits the list of users that can manage the template, subject to the access and permission settings.

    Optional field Entity Name shall be used to define an entity, variables whereof can be used in the template. If no entity name is defined, only system variables will be available.

    Important

    If you want to use the template for autoresponses, the Entity Name field value should be Email.

  2. Define the email template. Click on the necessary variable to drag it to the text box.

    ../../../_images/email_template_ex.png

    Note

    In the example below, the template contains a link to the website page composed with a piece of tracking code. Every time a user follows the link, visit event will be tracked for the campaign.

  3. You can click Preview button to check your template.

../../../_images/email_template_preview.png

Important

Keep in mind that when editing HTML email templates, you pass them to the WYSIWYG editor. WYSIWYG automatically tries to modify the given HTML template against the HTML specifications. Therefore, the text and tags that violate the HTML specifications should be wrapped up in the HTML comment. For example, there should not be any other tags or text between the <table></table> tags except thead, tbody, tfoot, th, tr, td.

Examples:

Invalid template:

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      <table>
         <thead>
             <tr>
                 <th><strong>ACME</strong></th>
             </tr>
         </thead>
         {% for item in collection %}
         <tbody>
             {% for subItem in item %}
             <tr>
                 {% if loop.first %}
                 <td>{{ subItem.key }}</td>
                 <td>{{ subItem.value }}</td>
                 {% endif %}
             </tr>
             {% endfor %}
         </tbody>
         {% endfor %}
      </table>

Valid template:

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      <table>
         <thead>
             <tr>
                 <th><strong>ACME</strong></th>
             </tr>
         </thead>
         <!--{% for item in collection %}-->
         <tbody>
             <!--{% for subItem in item %}-->
             <tr>
                 <!--{% if loop.first %}-->
                 <td>{{ subItem.key }}</td>
                 <td>{{ subItem.value }}</td>
                 <!--{% endif %}-->
             </tr>
             <!--{% endfor %}-->
         </tbody>
         <!--{% endfor %}-->
      </table>
  1. If you are satisfied with the preview, click the Save button in the upper-right corner of the page.

Email Template Languages

If several languages have been enabled for the email templates, move from tab to tab, to define the template in different languages.

../../../_images/email_template_language.png

Manage Email Templates

The following actions are available for an email template from the grid:

../../../_images/email_template_actions.png
  • Delete the template from the system: click the Delete icon.

  • Get to the edit page form of the template: click the Edit icon.

  • Clone the template: click the Clone icon.

    You can edit the template details and save a new (cloned and edited) template.

Hint

If you want to track the user-activity related to the emails sent within the email campaign, add a piece of tracking website code to the email template.

Browse maintained versions:3.01.122.02.32.6

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