creating E-Mail templates

At the CRM you may upload HTML templates for your standard emails at Settings -> EMail Templates. For creating of such templates you may use any HTML editor. However, make sure that you use only HTML formatting tags which are also supported by the CRM’s HTML editor. Otherwise you may experience formatting problems as frequently caused by HTML text created from MS Word.

To include images in your email you need to place these on a server available from that Internet. The following code is an example to be included into an HTML template.

<span><img src=”” alt=”please deactivate your image blocker of your email client and wait until the image has been downloaded” /></span>

Replace the URL in this sample by the URL for your image.

2 thoughts on “creating E-Mail templates

  1. Creating email templates requires administrator privileges. It would be nice if this could be delegated to other users without having to give full admin access.

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