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Creating an Email Template

This guide walks you through creating a reusable email template in Blank CRM. Templates let you define consistent message content that can be personalized using dynamic placeholders.

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Prerequisites

  • You have access to the Emails module in your Blank CRM account
1

Open the Emails module

Navigate to Emails from your dashboard sidebar. The page will display your existing email templates, if any.
2

Open the new template form

Click the New Template button. A dialog will appear where you can define your template’s details.
3

Enter a template name

In the first input field, enter a name for your template (for example, E2E Welcome). This name is used to identify the template within Blank CRM.
4

Enter a subject line

In the second input field, enter the email subject line (for example, Welcome to our team). This is the subject recipients will see when the email is sent.
5

Write the email body

In the Body text area, enter the content of your email. You can include HTML and dynamic placeholders such as {{name}} to personalize the message for each recipient.
6

Save the template

Click the Save button. A confirmation notification will appear at the bottom of the screen confirming your template has been created.
Use double-curly-brace placeholders like {{name}} or {{company}} in your email body to dynamically insert recipient-specific information when the email is sent.
Template names are for internal reference only and are not visible to email recipients.