01 Email templates overview
The Email Template Manager centralizes outbound CRM communication.
- Sidebar: Email Templates — Dashboard, All Templates, Categories, Layouts.
- Jinja-like placeholders, conditions, and loops for dynamic content.
- Live preview and test-send before publishing.
- Permission:
email_templates_moduleand related category, layout, preview, test, publish, analytics modules.
Access: /email-templates/dashboard.
02 Creating templates
- Choose a category (Leads, Invoices, Support, etc.) and optional layout wrapper.
- Edit subject and HTML body with variable picker for CRM fields.
- Preview with sample data; send test email to verify SMTP.
- Publish when ready — version history tracks changes.
03 Variables & layouts
Shared layouts wrap templates with consistent header, footer, and branding.
Variables map to entities: {{ lead.first_name }}, {{ invoice.total }}, etc.
Usage and delivery logs help operations teams monitor template performance.
04 Email templates API
API: /api/email-templates/* for CRUD, preview, and test-send.
Disable the Email Templates API group from Office → REST API settings when not needed.
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