How to create Template for mass mailing

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  • Jon
    Junior Member
    • Apr 2019
    • 7

    How to create Template for mass mailing

    Hi

    I can create a new Template for a mass mailing, but only as an Administrator. I can use: Administration > Entity Manager > Campaign > Fields > Contacts Template > click up arrow in Default field > Create Template button.

    However, when I click on Campaigns tab > Select Campaign > Edit Contacts Template > Up arrow, the window which opens has no Create Template arrow.

    I need end users to be able to create new templates rather than rely on an Administrator to do this. Can you please let me know what I'm doing wrong

    Many thanks
  • yuri
    Member
    • Mar 2014
    • 8453

    #2
    Hi,

    Administration > User Interface > Tab List > add Templates tab. Users will be able to access templates list view through the navbar.
    If you find EspoCRM good, we would greatly appreciate if you could give the project a star on GitHub. We believe our work truly deserves more recognition. Thanks.

    Comment

    • Jon
      Junior Member
      • Apr 2019
      • 7

      #3
      Brilliant, thanks Yuri

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