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Templates email

Create templates

The creation is done via the plus symbol New record icon, in a lightbox the necessary data are recorded.

Please enter a title, category, etc. accordingly. Please also specify the folder where the template should be created. If you select a feature, it will be stored in the activity and agent’s log entries that are generated when an email is sent using this template. You can create features individually in the administration for your needs.

You can use the category to mark the template for special purposes. With the Activity entry category, the template appears when you open the dialog for creating the owner notification (example here: ) etc.

If a note is entered, it will be displayed later when selecting the template when creating a letter.

All settings can be changed even after creation.

Clicking on “Create” opens a popup. In the Content tab, enter the text of the email, as well as the subject.

Choose the “HTML” format if you want to create a graphically appealing layout. To include images and links, you must open the extended menu line of the CKEditor via the button CKEditor, large menu bar . How to create email templates in HTML is explained in detail in our email template webinars .

You can also use macros in the text itself. If you do not write the text here but transfer it from e.g. Word, please remember that not all formatting from Word can be transferred. In this case, please check the appearance of the email template via the “Preview” tab.

In the “Preview” tab you can get an idea of how the finished e-mail will look like. Please remember, macros cannot be resolved.


With template management, not only are standard attachments possible in “normal” Email Composer, you can also assign one or more attachments to each template. In the “Attachments” tab you can define the desired attachments. Brochures, PDF letter, PDF forms, document features from property, online (template management files) and own files are available. When choosing private files, keep in mind that as long as the template is set to public, all users can use it and view the file.

New templates can also be created by duplicating existing templates. You can find the corresponding entry in the source template settings.

Settings & Delete

Use the wrench Wrench white icon to open the template settings. You can change the name, description, etc.

You can also find the entry to delete the template here. Multiple templates at once can be deleted via the list view (checkbox and Actions bar >> Delete).


Via the pencil icon Icon Pencil icon you can edit the email templates, the popup with the tabs Content / Attachments / Preview will open, as when creating.

Insert templates as source code

If you want to insert a ready-made template or transfer the content from another one, it is often available as so-called “source code”. After copying and pasting, the text then contains lots of “<” und “>” and technical gibberish.
Please delete the content again and also activate the “source code mode” in the template popup.</” und “>

To do this, select “HTML” as the format and then open the advanced view of the CKEditorin the content area by clicking CKEditor, large menu bar . Use the “Source code” button to switch to the source code view.

Now you can copy the text from the sample file and paste it in the editor.

After that, switch back to the ‘normal view’ by clicking the “Source code” button again. Now you should see the template in a readable form.
Via the tab “Preview” you get to see the finished email- WITHOUT replacing the macros, because neither addresses nor properties are assigned.

After that, please save the template.