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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.

The articles describes the ways to create and manage Email Template records.

Create Email Templates

  1. Go to System → Emails → Templates page and click Create Template button in the top right corner to get to the “Create Template” form.
  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” value should be “Email”.

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

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.

  1. You can click Preview button to check your template.
  1. If you are satisfied with the preview, save the template in the system with the button in the top 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.

Manage Email Templates

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

  • Delete the template from the system:

  • Get to the Edit form form of the template:

  • Clone the template:

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

Now you can create an Email Campaign, and send personalized emails based on your template to the pre-defined list of subscribers.

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.

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current1.102.02.32.4