Introduction

wolkvox CRM allows you to create and customize email templates within the CRM to standardize communications with clients and automate message sending, using dynamic record data for a more personalized interaction.

Users are allowed to create their own email templates, either by using HTML code or the integrated rich text editor. These templates can be associated with specific modules and use dynamic variables ([wolkvox_... ]) to automatically insert record information, such as the client's name, a case ID, or a business amount. This functionality is essential for marketing campaigns, automatic notifications, and streamlining the team's daily communication.

Configuration

To create and manage email templates in wolkvox CRM, follow these steps:

Accessing the Email Templates section

1. Go to the "Configuration" section in the left sidebar menu.    
2. Select the "Customize" tab.    
3. Select the "Email Templates" option.    

Creating a new template

1. Click on the "Add Template" button.    

Configuring template details

1. Complete the form fields:        
   • Name: Assign a descriptive name to the template.            
   • Module: Select the module where you want to use the template (e.g., Contacts, Cases, Opportunities).            
   • Description: Add an optional description to identify the template's purpose.            
   • Sender Email (Email de origen): Enter the sender email address.            
   • Recipient Email (Email de destino): Use the variable [wolkvox_emailcontact] so the email is sent to the client's email registered in the system.           
   • Subject Line (Asunto de envío): Write the email subject. You can use variables like [wolkvox_namecontact] to personalize the subject with the client's name.            
   • Message Body (Cuerpo del mensaje): To design the email body, you can use the rich text editor or click on the source code button to paste or write HTML code.            
   • Note: You can personalize your templates using specific variables based on the module.            
2. Click "Create" to save the template.