Email Templates
What Are Email Templates?
HowEmail Templates allow you to viewcreate reusable email templatescontent that can be used throughout AgentRoof CRM.
They help save time by allowing you to create predefined email messages that can be used in Action Plans, manual email communication, and other automation features.
Email templatesTemplates support customizable subjects, email content, merge fields, images, and file attachments.
Access Email Templates
The Email Templates page will be displayed.
Email Templates are arrangedorganized into folders for easier management.
Understanding Template Folders
Templates are stored inside folders.
The system includes default folders created by AgentRoof.
System Folders
System-generated folders:
In addition to system folders, you can create your own folders to organize custom templates.
View Email Templates
Navigate to CRM > Templates > Email Templates. Click the folder containing the template. Locate the desired template. Click View in the Actions column.The template preview will be displayed.
Create a Folder
Navigate to CRM > Templates > Email Templates. Click Create Folder. Enter the Folder Name. Click Save.The folder will be created successfully.
Create an Email Template
You can create a template inside an existing folder or a newly created folder.
The Email Template editor will appear.
Configure Template Details
Enter the following information:
Customize the Email Body
The editor allows you to customize:
and other formatting options.
Add Images
To insert an image:
Insert by URL
Upload an Image
Preview Email Content
While editing the email body:
The email preview will be displayed.
Use Merge Fields
Merge Fields allow dynamic information to be inserted automatically when the email is sent.
Examples include:
When inserted into a template, merge fields appear as foldersplaceholders such as:
Some[[name]]
The areactual defaultlead systeminformation generatedwill templatesautomatically replace the placeholder when the email is delivered.
Merge fields can be used in both:
Add Attachments
The attachment will be included when the email is sent.
Save the Template
After completing all required information:
The Email Template will be created successfully.
Edit an Email Template
Make the required changes.
You can then:
Update Existing Template
Click Update to save changes to the current template.
Save As New Template
Click Save As.
Enter a new template name.
A new template will be created while preserving the original.
Delete an Email Template
Important Note
Email Templates currently assigned to an Action Plan cannot be deleted deleted.
AllYou templatesmust providedfirst byremove the template from the Action Plan before deleting it.
Copy an Email Template
A duplicate of the template will be created in the selected folder.
The copied template will retain the original template name unless renamed later.
Move an Email Template
The template will be moved successfully.
Using Email Templates in Action Plans
Email Templates can be used while creating or editing Action Plans.
Navigate to Automation > Action Plans. Create a new Action Plan or edit an existing Action Plan. Click Add Action. Select Send Email as the action type. Choose the desired Email Template. Configure the execution timing. Click Save or Update.The selected Email Template will be used when the Action Plan executes the email step.
You have successfully learned how to manage Email Templates in AgentRoof will start with AgentRoof -
How to view templates inside a folder
How to create an email template Explain the basics of UI (Separate video) Merge filed is important
How to edit
How to delete
How to copy
How to move CRM.