About Email Templates

The Email Template module allows users to view and manage all email templates used within the system. Templates are organized into two categories: Own Templates and Global Templates.

My Own Templates

The My Own Templates section enables users to create and manage personalized email templates for their use in the sales or marketing modules. These templates are only visible to the user who created them.

Features of My Own Templates

• Users with the appropriate permissions can mark their templates as global, making them accessible to other users.
• Personal templates streamline repetitive tasks by providing reusable email structures.

How to Create an Email Template

To create an email template, follow these steps:

1. Click on Create Email Template. This will open a form.
2. Fill in the required details:
   • Template Name: Enter a name to identify the template when selecting it from a dropdown menu.
   • Template For: Select the module where the template will be used, choosing between "Sales" and "Marketing."
   • Email Subject and Body: Provide the subject line and the email content.

Sales Templates

Templates created under the Sales Templates section are designed for use in the sales module.

• Once added, these templates are globally accessible and can be used by other users in the system.
• Sales templates are particularly useful for creating standardized communications for sales activities.

Marketing Templates

Templates in the Marketing Templates section are specifically created for the marketing module.

• Like sales templates, marketing templates are globally accessible once added.
• These templates are ideal for marketing campaigns and customer engagement activities.

This module ensures users can efficiently create, manage, and utilize email templates, improving communication consistency and saving time across sales and marketing workflows.

FAQs

• What are the categories of email templates?
  Email templates are categorized into:

  • Own Templates: Personalized templates created by individual users.
  • Global Templates: Templates that are accessible to all users in the system.

• Who can access Templates created in My Own Templates?
  My Own Templates are only visible to the user who created them. However, users with the appropriate permissions can mark their templates as global for wider accessibility.

• Can I edit an existing template?
  Yes, users can edit their templates by accessing them in the My Own Templates section. Any changes made to global templates will reflect for all users.

• How do I mark a template as global?
  Users with the necessary permissions can mark their own templates as global during creation or by editing an existing template by a toggle button.

• Can I delete a template?
  Yes, templates can be deleted from the list of templates in the Own Templates or Global Templates sections.

• What happens if I select "Sales" or "Marketing" in the Template For field?
  Selecting "Sales" makes the template available for use in the sales module, while selecting "Marketing" ensures the template is accessible in the marketing module.