Last Revised: 11 Sep 2020 Written by Veloxity CRM Time Estimate: About 2 minutes to read. Version 2.0
Contents
Jump to the following sections to learn more about Email Templates:
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.