Navigation:  5 Using Total Enterprise CRM > 5.4 Communications > How do you work with communications? > How to create a new email template?

 

Electronic mail, most commonly abbreviated as email or email, is a method of exchanging digital messages with each other. Email systems are based on a store-and-forward model in which e-mail computer server systems accept, forward, deliver and store messages on behalf of users, who only need to connect to email infrastructure, typically an email server, with a network-enabled device for the duration of message submission or retrieval.

 

The CRM component of the system has the ability to create new email template that can be reused for future mails. You can create email template by following these easy steps:

 

Step 1: Select 'New Email Template'

 

 

On ribbon, click the "Communications" tab.

Under Templates group, select "New Email Template".

 

Note:

To edit any existing email template, double-click that template from grid under "All Email Templates" command and then move to Step-2

 

Step 2: Fill the Form

 

 

The email template form contains all of the information related to an email, broken down into few tabs. These tabs are located in upper pane and described here:

 

General Info:  The details under "General info" tab include template name, description for template and source.

Message: This is the main tab, under this tab, type the actual message that you want to reuse for future emails. Here you can also add CC and BCC.

Attachments: Under attachment tab, you can attach any document to this email template just like a normal mail message.

 

In lower pane two more tabs are available: HTML and Text. You can use either of these for formatting depending upon the nature of email.

 

In bottom pane, a preview tab is also available to view how this message will look like.

 

Note:

The fields marked with red star (*) at right end, indicate that these are required-fields while any other field can be left blank.

 

 

Using above window, you can further interact with this instance. To do so, you can choose any of the actions listed below:

 

 

Step 3: Click 'Save & Close'

When you have finished to enter all the desired info under appropriate tabs,  to save this data, choose any one option on ribbon:

 

Save and Close: saves everything you have entered so far and closes the form

Save and New: saves everything you have entered so far and reopens a blank form for another entry.