Financial Services Creatio, customer journey edition
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This documentation is valid for Creatio version 7.16.0. We recommend using the newest version of Creatio documentation.

How to create a new email based on a template

You can use email templates when sending emails with the btn_com_workflow_card_email.png action panel button. The action panel is available in several system sections, such as [Contacts], [Accounts], [Leads], etc.

To create an email based on a template:

1.Click the btn_com_workflow_card_email00002.png button on a record page action panel.

2.In the email message area, populate the needed fields ([From], [To], [Subject], etc.).

3.Instead of entering a message text, click the [/...] button to open template lookup (Fig. 1).

Fig. 1 Selecting a template for an email

scr_emails_go_to_templates.png 

4.Select the needed template.

Note

The template list displays the records from the [Email templates] lookup. If you are creating an email from a contact page, the list displays only those templates that have the “Contact” specified as a source of macros, as well as any templates that have no source specified at all. Same applies to accounts, leads, etc.

As a result, the text of selected template will be added to email. Macros, such as recipient’s name and sender’s name will be highlighted in the text.

5.Edit the template text, if needed, and click the [Send] button.

Note

Email templates are available only when sending emails from the action panel. Email templates are not available when creating a message through the communication panel, or from the [Communication options] detail on pages of certain Creatio sections.

You can add and modify templates in the [Email templates] lookup. The content designer is used for creating and editing email templates.

See also

Content designer

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