Creating a Great Looking Email in SugarCRM

by Amanda Anderson on September 19, 2013

Sugar’s Email template editor works ok if you need to send a basic email out. It comes with a WYSIWYG  editor, which is used to style text. (Ex: options for bold, underline, font size, font color, alignment, etc.) This works great for simple notification emails or short email messages to send to leads.

However, it becomes very difficult to send a newsletter, promotion, or any email that would include a header or image using Sugar’s email editor. There are options to build your own table in order to format your images and body of the email into rows and columns, but it is cumbersome if you don’t know HTML. And even if you do, it still takes forever to create an elaborate table from scratch to use for your email template/newsletter. Some companies outsource the email template creation to a web developer and then paste the finished HTML code into Sugar’s editor. Outsourcing that works can be costly for some companies. It also will increase the time it takes to get an email out since you are adding another person to the task and it takes time to review, then sends back for edits, etc.

Another option is to find a free pre-built template online. There are several sites that give email and newsletter templates away for free. It’s basically a cluster of tables with a varying number of rows and columns. So all you have to do is find the style you want, download the code, and paste it into your email template in Sugar. In the top left of the editor there is a “HTML” button. This is the same section where you would paste your code from your web developer, or edit the code yourself.

Here are a few sites to find free HTML email templates:

When choosing the email template, don’t worry so much about color or images. You can replace and/or edit these in Sugar later. You are just looking for the layout you like. Once you find a template you like, download it. It may download as a zip file. The main file you’ll need is the HTML file. You won’t need the images since you’ll be replacing them with your own content. Open the HTML file in your browser. Go to View in your top menu, click Developer, then click View Source. This will show you the HTML code that makes up the email template. You won’t need all of the code since you aren’t creating a web page. You just need the table piece of the code which is the actual email template.Near the top of the code, find the first “

 

You’ll want to copy everything from the first “”.

After you copy the code, paste it into the HTML section of Sugar’s email editor. You'll want to paste it in between the " " and " " tags.

After hitting update, you should see the email template appear, minus any images the template had.

You’ll need to add your own images and update the content using the WYSIWYG  editor. You can also change the colors easily by editing the table row properties (second icon from the left at the bottom of the WYSIWYG  editor).

This may seem like a lot of steps, but after the first time, it will go quickly and will be much faster than coding an HTML template from scratch. Styling emails aren’t just for newsletters or marketing campaigns. For example, you can set up a workflow rule in Sugar to notify a customer when a case related to them has been close. The email that goes out from Sugar doesn't have to be plain text. By using an email template with your logo, header or footer, you can maintain a consistent brand image for any client facing messages that are sent out.

For more information or tips on creating email templates in SugarCRM, contact us today.

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PRODUCT: SugarCRM

AUDIENCES: Administrators End Users