Financial Services Creatio, lending edition
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This documentation is valid for Creatio version 7.15.0. We recommend using the newest version of Creatio documentation.

Create a simple template

Employees often send emails that are similar in content. These could be introductory emails, standard replies to frequently asked questions, etc. You can create custom templates to save time on each individual email.

I. Add a new template in the [Email templates] lookup:

1.Go to the [Studio] workplace and select [Email templates] (Fig. 1).

Fig. 1 Adding a new template

gif_content_designer_open.gif 

2.Click the [New email template] button.

3.On the opened page, specify the template name, e.g., “Introduction email.”

4.Click the [Edit] button next to the [Emil template] block to open the Content Designer.

II. Design your template in the Content Designer

This short guide covers creating simple text-only templates for regular mailing. The guide for creating robust templates (with images, buttons, navigation menus, etc.) is available in a Contents.

Example

Design a simple template for a standard introductory email, with name and job title of the sender employee.

Fig. 2 Designing a simple email template

gif_content_designer_design_simple.gif 

1.Populate the [Email subject] field.

2.Add the [Block] element to the working area.

3.Add the [Text] element to the [Block] element.

4.Enter the email text into the [Text] element, replace its default “lorem ipsum” text.

5.Optionally – add macros, to personalize your email with information that is specific to the email sender or recipient:

a.Place your cursor in the text where macro must be added.

b.Click btn_chapter_content_designer_macros.png > [Basic macro].

c.Select the needed macro from the pop-up and click [Select].

Note

More about working with email template macros is available in the “Personalize email templates with macros” article.

6.Save the template.

Note

Custom macros, as well as links to Creatio objects, are designed for email templates used in business processes. They require a “Macro source” object, specified in the corresponding field. For more on sending emails via business processes, see the “How to use email templates in business processes” article.

See also

Drag-and-drop template editor

Configuring an email template

How to use email templates in business processes

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