You can add contents to Creatio emails manually or use customizable email templates. Templates are especially useful when sending emails as part of business processes or when configuring automatic notifications.
There are two types of email templates in Creatio:
Common email templates, including email notification templates. These templates are used in business processes, cases, approvals and common correspondence. Common email templates can be localized – Creatio will send the message in the user’s preferred language if the corresponding translation is available for the corresponding template. Common email templates are stored in the [Email templates] lookup. In this article, we will cover how to create common templates.
Marketing email templates are used in Creatio marketing. Unlike common templates, marketing email templates support dynamic content, which enables you to personalize your emails for different segments of your bulk email audience. All bulk email information is stored in the [Email] section. Read more on how to work with the marketing emails in the .
Email templates are created in the Content Designer. It is a WYSIWYG HTML editor that can create content with texts or images, as well as other elements supported by email clients. These elements are grouped in “content blocks” that you can add and arrange on a template page using drag&drop. For example, a content block can consist of a piece of text, a button or a table with contact data. These blocks are stored in the [Content block library] lookup.
There are several ways you can open the Content Designer:
From the [Email] section page (available in Creatio marketing products). To do this, go to the [Email] section, open an email with the “Planned” status and click [Open Designer] on the [Template] tab.
From the email template page. To do this, find the [Email templates] lookup in the [Lookups] section of the System Designer, open any of its records and click [Edit] on the [Email template] detail.
From the [Send email] element in the Process Designer. The Content Designer opens when you click either or , depending on how you create the email body: using custom means or ready-made templates.