Last Revised: 11 Sep 2020 Written by Veloxity CRM Time Estimate: About 2 minutes to read. Version 2.0
Contents
What are Email Templates?
Definition
Manage the message contents of frequently sent email.
Use Email Templates to quickly and efficiently create Email Templates to use in Veloxity CRM.
How can I use Email Templates?
Email Templates save time and communicate a centralized message when designing email campaigns and responding to customers:
- Streamline repetitive email tasks.
- Maintain your corporate voice.
- Personalize the email without searching for details.
- Reduce the margin for error.
- Reuse the same message and design.
Where can I find Email Templates?
Email Templates are found on CRM Setup.
From the Main Menu, click My Profile > App Setup > CRM Setup > Email Templates
Navigating Email Templates
You are looking at a screenshot of Navigating Email Templates:
Figure 1. Navigating Email Templates.
How can I use Email Templates?
How can I create a new Email Template?
You are looking at a screenshot demonstrating how to create a new email template:
Figure 2. Creating a New Email Template.
Tip: When you select Restrict Template, a third Linked File Type Appears: Use Files Already Linked to Restricted Data Type Selected (see Figure 3 for an example).
How can I attach a sales quote to an email template?
You are looking at a screenshot demonstrating how to Attach a Sales Quote to an Email Template:
Figure 3. Attach a Sales Quote to an Email Template.
To link a Sales Quote to an Email Template follow these steps:
- Select Restrict Template to Opportunities only.
- Click Use Files Already Linked to Opportunities.
- Select Quotes from the pick list.
The system creates a smart attachment pulling the quote linked to the specific Opportunity into the email.
How can I edit an existing email template?
You are looking at a screenshot demonstrating how to edit an email template:
Figure 4. Editing an Email Template.