vtiger510:Feature Custom Fields In Email Templates
From http://wiki.vtiger.com/archives
| Faq | Howto |
Contents |
About
Using Email Templates for communicating Customers provides opportunities for you to provide better, faster communication to boost service, sales, employee relations.
Features
The goal of the Templates feature is to allow users to quickly insert blocks of text into email messages, without having to type that text over and over again to send personalized Emails rapidly to individuals and multiple recipients at one click.
Modules Supported
Leads Accounts Contacts Users
Email Template Creation
The Templates creation feature can be accessed from Settings Tab > Email Templates.
The predefined templates are shown in the List..
You can start building a new template by Clicking New Template
In create view, Specify the following which appear in email template as following
Subject - Subject of Email when template is included while composing Email.
Description-Holds the description of the template. The template description should ideally hold the function/use/type of the template.
Selected Field Type – In this section we can select field variables from vtigercrm which will be replaced with that particular record values when email is sent.
We can add standard fields and custom fields of these modules to the templates. There is one more category called General Fields in which we can add Current Date and Current Time to the template.
In this section we have three steps :
Step 1 Select module.
Step 2 Select field and
Step3 Copy the variable.
Image showing how to use field variables in message body.
Message- The template content is merged while composing Email for the supported modules with the website to generate the page you see on the website.
User can select current date and time through general fields in step1.
Save the template.
Using created template :
While composing an email in vtiger there Select Email Template to add template and choose any one from the list.
Clicking on the template name will take you to the Template Content section, as it is the most likely template part that would be updated after a template has been created.
