Documentation Home »Administrator Guide »Email Configuration »Email Templates
current version

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.
  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.


    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 add it to the text box.

    A sample of an email template


    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 to check your template.

Preview of an email template
  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.

Navigating from one language tab to another

Manage Email Templates

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

View a list of templates with three options available: edit, clone, delete
  • Click to delete the template from the system.

  • Click to get to the edit page of the template.

  • Click to clone the template.

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


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:

You will be redirected to [title]. Would you like to continue?

Yes No