email templates in centrahubcrm

Email Template

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field-description

Field Specification for My Email Template List

setup template details
  • Template List:
1. Name

Specify the name of Template.

2. Email Type

Select the type of Email from the drop-down list(Text, HTML or custom).

3. Scope

Select the scope of the Email as Public or Private from the drop-down list.

4. Description

Enter the required description related to the template.

5. Module

Choose the Module for which email template has to be created.

6. Encoding

Select the encoding form the drop-down list.

Note: Select Active to use start using the Template. Only if the Active Check Box is selected then the template can be used for scheduling and setting of the workflow.

Template Body:

setup email format
1. Subject

Enter the Subject for email template.

2. Module

Select the Module through which data should be mapped.

3. Fields

Select the fields which should be mapped from the respective Module.

4. Click Insert.

Example: In the above snapshot, an email will map data of individual Account name followed by City name and then followed by the email body.

Attachment:

setup template attachments format
1. Print Layout

Select the Print Layout of Email.

(To Select the Print Layout ensure that the Print Layout of Email has already been defined.)

2. Attachment fields

You can attach fields. It helps to send an email with the attachments to any customer.

3. Attachment Static

Attach any document related to email.

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