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Creating and Managing SugarCRM E-mail Templates

If you use Sugar CRM or a customized version of Sugar CRM this guide will walk you through creating and managing e-mail templates. On of the great uses of this is that you can either have one person create all your e-mail templates or you can create your templates before you start a e-mail campaign.

Access the Campaign Module

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From your home screen click "Campaigns", if campaigns is not shown, you may need to click ">>" to access it from the hidden items.

Manage existing Templates

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From the "Actions" bar Click "View Email Templates" then select the email template you want to Manage or Edit

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Select the either "Edit" "Duplicate" or "Delete"

Note: Deletion of a Template is irreversible.

Create a new Template

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From the "Actions" bar Click "Create Email Templates"

Edit your "New Template"

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Use the editor to create your template, make sure to save when complete.