Templates
Overview
Templates in MiniCRM help you speed up communication and maintain consistent messaging. You can create standardized email, SMS, letter, or task templates, which can then be used manually or automatically in campaigns, client communications, or workflows.
Accessing Templates
To manage templates:
- Go to Settings
- Select the Templates menu
- Choose the module (e.g., Sales, Support) where you want to create or manage templates
Types of Templates
- Email Templates: Prewritten messages with formatting, useful for sales follow-up, notifications, or onboarding.
- SMS Templates: Short text formats used for quick reminders or alerts.
- Task Templates: Tasks with preset title, description, and deadline used in automation.
- Letter Templates: For printed physical letters (if needed).
Creating a Template
- Click on “+ New Template”
- Choose the channel (Email, SMS, etc.)
- Enter a title for internal identification
- Fill in the subject (for emails) and message body
- Use placeholders (e.g., {{Client.Name}}) to personalize each message dynamically
Using Placeholders
Placeholders automatically insert personal or company information from the card.
Examples:
- {{Client.Name}} inserts the client’s name
- {{Card.Owner}} inserts the responsible user’s name
This helps automate personalization within each message or task.
Editing & Deleting Templates
- All templates can be edited later by clicking on their name
- You can update content, title, and placeholders at any time
- Templates can also be deleted if no longer needed
Using Templates in Practice
Templates can be:
- Sent manually from a card (Select Template → Send)
- Used in automatic processes, like campaigns and workflows
- Applied to save time, reduce errors, and maintain branding/style
Sharing Templates
- Templates can be shared across your workspace
- If public, all users can access them
- You can restrict certain templates for private or department-only use