You can create Email templates for sending Emails to the customers (leads and contacts), and  CRM users within your organization. See Also Unsubscribe Form

To create an email template

1. Click Setup > Templates > Email Template.
2. In the Email Templates page, click New Template.
3. In the New Template page, select the Record Type from the drop-down list.
4. Enter the Template Name.
5. Select the Template Folder from the Store Under drop-down list.
6. For the template, add the From, Subject etc. details. (refer to the table below)
   
7. In the Email Template Body section, create the Email message body by incorporating the fields from various modules:
   
   • Select the required fields from the Available Merge fields drop-down list.
   • Select the relevant field name based on the category (User, Organization, or Specific Module). 
     
   • Copy the field (for example, $contacts_firstname) from the Copy Merge Field value and paste it in the body of the email template. 
     You can also provide merge fields for the Subject of the email template.
8. Footer: As per the CAN SPAM Act, provide an Unsubscribe form (Opt-out) link for users to remove their Email ID from your mass mailing list.
9. Click Preview to view your email.
10. Click Save.

List of Standard Fields

Create Newsletter templates

1. First, create a Newsletter in Adobe Dreamweaver or any other HTML Editor and upload all images/CSS used in the newsletter template to your Website.
2. In CRM, click Setup > Templates > Email Template.
3. In the Email Template editor, click the Edit HTML icon 
4. In the Code View mode, paste your Newsletter HTML code and click Insert.
5. Click Save.

Clone Email Templates

You can clone the existing email template and make the necessary changes to create a new template.

To clone an existing template

1. Click Setup > Templates > Email Template.
2. In the Email Templates page, click on the email template that you want to clone.
3. In the View Email Template page, click Clone.
4. In the Clone Email Template page, modify the details and make changes to the template.
5. Click Save.

Modify Email Templates

You can modify the existing email template by changing the required fields.

To modify email template

1. Click Setup > Templates > Email Template.
2. In the Email Templates page, click the Edit link corresponding to the email template.
3. In the Edit Email Template page, modify the email template details.
4. Click Save.

Delete Email Templates

Occasionally, you may need to remove some of the unnecessary Email templates from the CRM system for a better user experience. You may consider removing Email templates that are not useful for future reference. Please note that you cannot delete the email templates if it's being used in autoresponders, etc.

To delete email template

1. Click Setup > Templates > Email Template.
2. In the Email Templates page, click the Del link corresponding to the email template. 
   
   
   
   

Manage Email Template Folders

You can store all the Email templates in easy to access folders, which can be shared with other users.

To create email template folder

1. Click Setup > Templates > Email Template.
2. In the Email Templates page, click New Template Folder.
3. In the Folder Details do the following:
   • Enter the Folder Name. 
     
   • Specify additional information about the folder in the Description text box.
   • Under Accessibility Details select one of the following options:
     • All Users are allowed to view this Template Folder: Select if you would like to enable the folder access for all the users. 
       
       
     • Show this Template Folder only to me: Select if you would like to enable the folder access only to you.
     • Allow the following users to view this Template Folder: Select the users or user roles that can access the folder.
4. Click Save.