Drag-and-Drop Email Templates?

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  • McUSA
    Junior Member
    • Apr 2024
    • 12

    #1

    Drag-and-Drop Email Templates?

    ***redacted language inappropriate for feature requests***
    Last edited by yuri; 08-20-2026, 12:47 PM.
  • yuri
    EspoCRM product developer
    • Mar 2014
    • 10026

    #2
    Extremely basic is like near to zero?

    Comment

    • McUSA
      Junior Member
      • Apr 2024
      • 12

      #3
      It's very basic with just text and some variables. It's like how email used to be done years ago. Today, it's all drag-and-drop, layouts, etc. But it seems this CRM doesn't have that ability? If I'm sending e-mails to leads, I need my emails to look modern and professional. Not just text.

      Comment

      • yuri
        EspoCRM product developer
        • Mar 2014
        • 10026

        #4
        If you already use Espo and want to craft a fancy looking marketing email, you can mark up a template separately and copy paste it. If it's not marketing emails, I'd recommend to stick to 1991-style, as it's more appropriate

        Edit. E.g. this browser extension. Didn't try it though.​ All editors produce an HTML. You can just copy paste the produced markup into an email template in Espo.

        We are unlikely to implement drag n drop editor any soon. Writing from scratch? Would the effort be compensated considering this is an open source product? I don't know. Maybe there are some open source libraries with a compatible license (non-copy left).

        Edit. Remembered about this lib https://github.com/GrapesJS/grapesjs.
        Last edited by yuri; 04-02-2024, 06:20 PM.

        Comment


        • rabii
          rabii commented
          Editing a comment
          I am looking to this lib as it is been used by Mautic the open source marketing automation platform, and it seems good.
      • yuri
        EspoCRM product developer
        • Mar 2014
        • 10026

        #5
        > It's like how email used to be done years ago.

        Gmail and Outlook still offer me the simple editor.

        Comment

        • shalmaxb
          Senior Member
          • Mar 2015
          • 1881

          #6
          it is even easier to create nice Emails, when you take advantage of the espoCRM features. Only some variables? This is more powerful than any drag-and-drop-editor, and whats more important, it works.
          I attach here a part of a template, which had been made with the Email entity, everything is served by a database entity (for a seller of vintage furniture and design objects). It takes a few minutes to create a newsletter this way.
          It is only a cut out, but it has actually everything a newsletter needs, header, images, text, footer. There is no limit in designing.
          Only needs a bit of imagination and you have a good chance to realize taht with this "poor" editor.

          Comment

          • esforim
            Active Community Member
            • Jan 2020
            • 2227

            #7
            I welcome the extension that support this if you ever decide to create it.

            However it is a questionable request and expectation though. Microsoft Outlook is a multi-millions or more correctly(?) billions company yet their email software Outlook (at least the offline) version does not support Drag and Drop "template"

            Right now, everyone is "AI" AI AI as their update, which from what I seen, it only help with Text Generation. But not image (yet?) or design.

            Comment

            • rabii
              Active Community Member
              • Jun 2016
              • 1425

              #8
              Originally posted by McUSA
              I'm looking at EspoCRM and like what I see -- other than it seems to have extremely basic email features. Is there no drag-and-drop visual builder so my emails don't appear to be from 1991?

              Thanks
              i am building this - soon will be launched

              A few months ago I started exploring whether email template creation in EspoCRM could be made easier for non-technical users. Since then, I've been developing a Visual Email Template Builder extension that allows users to create responsive email templates through a visual interface while generating clean email-compatible HTML
              Rabii
              EspoCRM Custom Development

              🔗 Portfolio & Builds

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