Sugarcrm alert templates

You can create various types of alert email templates for any workflows where you need to send out an alert notification. The steps below will cover how to create an email alert template to notify new leads created from a Web-to-Lead form as an example.

Now that the workflow alert template has been created, it will be available to select when building a workflow based on the Leads module. For more information on the basics of setting up workflows, please refer to the article Understanding and Setting Up Workflows. Use Case You can create various types of alert email templates for any workflows where you need to send out an alert notification. In the modules dropdown list, select "Leads" and click "Create".

Enter in the values for the following fields on the alert template: Name : The name of the alert email template From Name : The name displayed as the sender of the received email From Address : The email address displayed as the sender of the received email Description : Brief description of the alert email template Subject: The subject displayed on the received email When composing the template, specific field variables may be inserted into the body.

Build the variable using the dropdowns, then click "Insert" to insert the variable into the email body. Target Module: Leads : To insert a field from the target module e. Select a row in the list view to display a template's details or click the name to display the template in Email Builder 2. The following additional options are available when you expand the overflow menu with the template row selected:.

You can delete email templates from the Manage Email Templates list view as shown in the Editing Email Templates section, or from the overflow menu when the email template is open:. Revision history is maintained for changes made to email templates and you can restore previous versions.

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