Email Templates

Creating a new Email Template #

From Emails ➜ Email Templates you can create a template that can be used later around the FluentCRM. The available settings options for Email templates are:

  1. Template Title: The Title, as an identifier for later use for the Template.
  2. Email Subject: The Email Subject that is shown as a subject or topic in the recipient’s email clients.
  3. Email Pre-Header: An Additional short subject that is shown as a small subject line beside the primary subject.
  4. Save Template: Button to save the template.
crm email compose template
Composing Emails in Email Template

Sending a Test Email from Email Templates #

To send a test email from Email Templates, please click on the Send a test email button from the top right corner of the Email Templates Settings section as shown in the below screenshot and then input the email address where you want to receive the test email and click on the Send button.

crm email template send test email

Once the email is sent successfully you will see a Success Message saying the Test email is sent successfully. on the top right corner.

Importing Email Templates into FluentCRM #

To import a predesigned email template from any other sources,

  1. Go to Emails -> Email Templates and Create a new Email Template. The RAW HTML template type needs to be selected.
  2. Upload the relevant images to the WordPress website and keep note of the media URLs.
  3. Open the HTML template with any text editor and update the image URLs.
  4. Copy the updated code and paste it into the FluentCRM RAW HTML template as the source.
  5. *** DO NOT CHANGE THE RAW HTML TEMPLATE TYPE ***.
  6. Now Preview by clicking on the Eye icon and see if the template looks promising.
  7. Now Save the template and you can now also send a test email to your email address to see how it looks practically.

That’s all about the Email Template. Now use the Email Template from other places in the FluentCRM without recreating the whole template again.

61 Comments

    1. I would like to know this too, did they reply? Seem like an obvious thing to need for an email template right.

      1. You need to type “@” and the prefixes will appear. (note: type “@” for prefixes and “/” for the available blocks)

    2. Hi! you just have to write {{contact.first_name}} or you can just type @ and the menu options will appear. Just choose: First name.

  1. I create custom field (your_url) for contact. Then using webhook to add a contact.
    But I use Email Template, I don’t see {{contact.your_url}}.
    How can I get custom field in Email Template? Do you have document for it?

    Thank you so much

      1. Hi Dennis, Just start typing your field label. For example, if your field label is brand name, start typing @brand, and then you should see your custom fields. Also, after you add a custom field, it is recommended to do a browser reload.

  2. Hi, is there a way to ajust the padding on the mail content? I find the text very close to the edge and would like there to be more space around it (but still the text must be left aligned).
    Best Marie

  3. Umm, how do you save an email template? LOL
    I’ve just been through the process of creating one but then wasn’t able to save anywhere. I thought maybe it’s automatically saved, but, umm, that wasn’t the case either. :/
    I couldn’t find a ‘save’ button anywhere, and trust me, I looked.
    Help? 🙂

  4. A slight change to the functionality of this might be helpful.
    After creating a losing email templates a couple of times (because I couldn’t see or find a ‘save’ button), I have just discovered by pure accident that we need to press ‘+Create Template’ twice! before the save button appears. ie. pressing ‘+create template’ once permits the creation of an email template, but no ‘save’ button is displayed.
    Nice work with the new plugins, but a small change to this workflow might be warranted. 🙂
    Thanks

      1. The same thing happened to me, you must correct this function so that both buttons can appear automatically.

        1. Hi Gian, the feature is already available. If it doesn’t appear, there might be a plugin conflict issue or something. that’s exactly why I was referring to support.

  5. Hi there,

    I don’t have the option to add emoji’s to my email subject lines like that which is displayed above. Is it another plugin i need to install?

    Is there any way to add emoji’s to the email body?

    I also don’t have RSS, spacer, table or verse in the backslash options, are these also additional plugins that i need to instal before they show up in the list?

    Thanks

  6. I understand how to use @ to get a list of fields to add. If I wish to enter a greeting like “Dear {{First Name}}” is there an option to substitute a placeholder if the contact record has no value in the filed name?

    How would one do that?

  7. Hi Tuan

    I also struggled with this. But if you use the @ symbol and start typing the name of your field it should appear. If not, you can also add it manually with the following syntax: {{contact.custom.}} replace with the one you want to use. E.g. if I had a field name with ‘score’, it would look like this: {{contact.custom.score}}. Hope this helps

  8. Is there a widget in the works to add Social Medial icons and links at footer of each email? Or does it come down to manually inserting images of each social media icon in a table and then hyperlinking each one manually?

  9. Is there a way to duplicate a block or a group of blocks and headings and paragraphs. It would be ideal to be able to just select them blocks/text, copy them and past them lower down in the email. At the moment, it seems this is not possible, correct? Going the HTML route it too complicated.

    1. Please use the keyboard shortcut (ctrl+c and ctrl+v) to copy-paste email body elements.

  10. May I also ask about whether any of the emails that are created within Fluent CRM are responsive. These days, responsive emails are critical since so many people are using mobile devices. The sample email I created using Fluent’s block builder didn’t translate well to mobile without having to downgrade the visual appearance of the desktop version, so that the email is readable on a mobile.

    1. The responsiveness of your email templates is entirely up to you. FluentCRM does not provide any email templates so you’ll have to compose them and ensure mobile responsiveness. Many of our users are using Stripo email builder service and they’ve had no issue so far. That means, if you’re using unsupported HTML or CSS, your templates won’t translate well.

      1. Thanks for the quick reply Nazin. Other than Stripo which is a separate platform (separate website) for building email templates, is there a compatible wordpress plugin that would work with Fluent CRM to create responsive emails? Something this is simple to integrate? Ideally, the fluent CRM email block builder should have contained more advanced features to create really snazzy emails that are also responsive. Would such a feature be considered in the near future? I think this would be ideal and make fluent CRM even more versatile and powerful, considering how important and integral email campaigns are to the entire fluent platform.

        1. Yeah, we’re working on the email builder. Hopefully, you’ll see some improvements in the near future. Unfortunately, we can’t suggest any email builder that integrates with FluentCRM at the moment.

  11. Buenos días:

    Me pongo en contacto con vosotros, ya que el diseño de plantillas de correo electrónico cuando se envía, en el móvil se ve correctamente, pero al abrirlo en un PC se distorsiona y no se ve bien, no se visualiza como en la previsualización.

    Puede ser que nos falte algún plugin o cambiar algún ajuste?

    Gracias

  12. Hi I have created an email template and want to do a second one almost identical but I can’t find an option to duplicate? Surely I don’t have to go through another hour setting up the same thing? Please advise thank you

    1. Hi Sarah, you can’t duplicate. Just switch to RAW HTML and use the CTRL+C keyboard command to copy your email template.

  13. Hi, Is there a way to export the HTML email once created to share with 3rd parties to also send to their lists? Thinking for partners and sponsors who want to send to their databases. Forwarding these emails, based on tools, can skew the layout from one email provider to another.

    1. Hi Bonnie, you can copy the raw HTML and share it with anyone you want. Email export isn’t available yet.

    1. Hi Olumide, FluentCRM automatically adds the unsubscribe footer. You can customize your email footer in Settings>Email Settings.

  14. Hi Nazir,
    first of all it is really great done! Compliments to the team from my side. We are using FluentForms Pro also.
    Now one of our main but maybe also a stupid question: How do we get a date format shown into the newsletter template, with a shortcode o something else. The shortcode simply should fetch the date mm/dd/YYYY or dd/mm/Year (german codex) when sending the email and show it in the newsletter like people do in letters or notes. Indeed i guess there’s a really simple solution for that. At a plugin of a competitor it is just a simple click on the date/time icon to select to push into the template.
    Greetings
    Jan

    1. Hi Jan, I’m not 100% sure about what you meant when you said you wanted to show a date format into email templates. If your contact property includes this data, you can simply hit @ and start typing your contact field name to bring up any information.

  15. Hi Nazir, Thanks for your reply. I wonder about how to better my explanation. I made a screenshot, guess there is no upload option for chat. We hit the @ “command” but it seems there is no date/time hook eg. for HTTP callbacks, user defined to get date/time triggered to be shown in something like a textfield. Greetings Jan

    1. Got it! For this you can simply capture a date field data inside FluentCRM, press @, and start typing the label of your custom field in the email editor. The dynamic tag string will automatically fetch the date field into your email templates.

  16. Mautic Might be getting worried…

    Custom Contact Fields

    When I am comping and email – I don’t see how I can use these fields in the email.

    I have tried: {{contact.brand_name}} but nothing comes thru in the email

    Is there a way to pull the Custom Contact Fields in?

    1. Yeah, you can export any type of email template and import the RAW HTML on the editor(Please do not switch templates after importing)

  17. I am using fluentforms, when a user registers I save a custom field, but when creating a tracking template it does not appear to insert only the basic fields, how can I use it? (I already tried typing “@” but only the basic fields appear)

    and another thing, can I insert shortcodes generated by me to the mail template?

    Thank you!!

    1. Hi Pedro, Just start typing your custom field name and it should appear. And your second query hasn’t been tested. However, the way plugins work, you may not be able to use your shortcodes on the email template.

    1. Hi Jan, I’ve forwarded your request to our R&D. Hopefully they’ll consider adding this as a feature in the next update!

  18. Hello,
    I have read some really good reviews about fluentCRM functionality, however the draw back and deal breaker seem to be the lack of email templates and/or builder. It is a USP for your competitors like mailpoet, mailster etc. it simply make fluentCRM designed for the more techy people. I think by delaying the addition of email templates at the very least will loose you more customers.
    how hard can it be? you’ve come up with way complex design with fluent SMTP fail safe feature.
    just saying.

    1. Hi Steve,

      I’ve forwarded your suggestion to our R&D. We’ll let you know if they decide to add email templates. For now, you might want to use Stripo and export HTML directly to FluentCRM.

  19. Is Stripo html no longer compatible? Seems like this to me: the RAW html templates from Stripo Mail suddenly stopped working. Suddenly error messages, the previously successfully used HTML code is blocking the campaigns. Even “saving” campaigns is no longer possible. Identical HTML code.

    Update bug?

    1. UPDATE – the Stripo html issue is solved:

      The cause was the Wordfence Security plugin, more precisely the WAF firewall contained there. So NO FluentCRM bug and NO FluentCRM update issue.

      Thanks to the WP Manage Ninja support, who helped me a lot and also the WP forum, where the problem was already discussed: https://wordpress.org/support/topic/rest-api-blocks/

      The Wordfence WAF firewall must first be put into learning mode – after that everything worked again. Will activate the WAF firewall again after 1-2 weeks and check compatibility.

Leave a Reply

Your email address will not be published.