Published at: 2025-10-30

Email Template Overview


  • Customize email templates for each business object to fit your company's specific requirements. Use the built-in rich text editor to freely adjust page layout.
  • Standardize and unify outgoing corporate communications to reduce staff operation and training costs, thereby increasing close rates.
  • Integrate email templates with workflows and intelligent forms to build a complete automated marketing process and optimize operational efficiency.
  • Supported objects for email templates: Leads, Account, Contact, Opportunity, Sales Order, Payment Collection, Refund, Return Order, Invoice Request, Products, Contract, Payment Detail, Price List, Campaign, Work Order, Item, Product Variant, Variant Value, and custom objects.

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