
{"id":5580,"date":"2017-10-13T15:39:12","date_gmt":"2017-10-13T13:39:12","guid":{"rendered":"https:\/\/www.minicrm.hu\/help\/?p=5580"},"modified":"2017-11-08T15:01:31","modified_gmt":"2017-11-08T14:01:31","slug":"how-to-create-templates","status":"publish","type":"post","link":"https:\/\/helpdev.minicrm.io\/help\/how-to-create-templates\/","title":{"rendered":"How to create templates"},"content":{"rendered":"<ol>\n<li>Go to the list of <a href=\"..\/where-can-i-find-the-templates\/\">templates<\/a>\u00a0in the relevant <a href=\"..\/what-is-a-module-good-for\/\">term\u00e9ke<\/a>.<\/li>\n<li>Click on the\u00a0<img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-2945\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/04\/new-template-e1492693503418.png\" alt=\"new template\" width=\"101\" height=\"25\" \/>\u00a0button and select a template type. If you have chosen, for example, a <a href=\"..\/how-to-create-a-task-template\/\">task template<\/a> instead of an email template by mistake, quit the template editor and start the process again.<\/li>\n<li>Only you and your colleagues will see this name, therefore, it is recommended to choose a name that suggests the content of the email as well.<\/li>\n<li>Enter the subject of the template\u00a0that will be shown to the recipients.<\/li>\n<li>Select a folder on the right side.<\/li>\n<li>Set the language.<\/li>\n<li>Write the text of the <a href=\"..\/how-does-the-template-editor-work\/\">template<\/a>.<\/li>\n<li>Finally, click on the\u00a0<img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-2919\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/04\/add-e1492678666325.png\" alt=\"add\" width=\"38\" height=\"25\" \/>\u00a0button and you are ready. \ud83d\ude42<\/li>\n<\/ol>\n","protected":false},"excerpt":{"rendered":"<p>Go to the list of templates\u00a0in the relevant term\u00e9ke. Click on the\u00a0\u00a0button and select a template type. If you have chosen, for example, a task template instead of an email template by mistake, quit the template editor and start the process again. Only you and your colleagues will see this name, therefore, it is recommended [&hellip;]<\/p>\n","protected":false},"author":5,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[409],"tags":[442,486],"class_list":["post-5580","post","type-post","status-publish","format-standard","hentry","category-send-message","tag-firststeps-en","tag-template-en"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.5 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>How to create templates - Documenta\u021bie MiniCRM<\/title>\n<meta name=\"description\" content=\"Go to the list of templates\u00a0in the relevant term\u00e9ke. Click on the\u00a0\u00a0button and select a template type. If you have chosen, for example, a task template\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/helpdev.minicrm.io\/help\/how-to-create-templates\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"How to create templates - Documenta\u021bie MiniCRM\" \/>\n<meta property=\"og:description\" content=\"Go to the list of templates\u00a0in the relevant term\u00e9ke. Click on the\u00a0\u00a0button and select a template type. If you have chosen, for example, a task template\" \/>\n<meta property=\"og:url\" content=\"https:\/\/helpdev.minicrm.io\/help\/how-to-create-templates\/\" \/>\n<meta property=\"og:site_name\" content=\"Documenta\u021bie MiniCRM\" \/>\n<meta property=\"article:published_time\" content=\"2017-10-13T13:39:12+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2017-11-08T14:01:31+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/04\/new-template-e1492693503418.png\" \/>\n<meta name=\"author\" content=\"L\u00edvia F\u00fcl\u00f6p\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"L\u00edvia F\u00fcl\u00f6p\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"1 minute\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\\\/\\\/helpdev.minicrm.io\\\/help\\\/how-to-create-templates\\\/#article\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/helpdev.minicrm.io\\\/help\\\/how-to-create-templates\\\/\"},\"author\":{\"name\":\"L\u00edvia F\u00fcl\u00f6p\",\"@id\":\"https:\\\/\\\/www.minicrm.hu\\\/help\\\/#\\\/schema\\\/person\\\/ceb677e9c50c3b41ea1539b92acfae96\"},\"headline\":\"How to create templates\",\"datePublished\":\"2017-10-13T13:39:12+00:00\",\"dateModified\":\"2017-11-08T14:01:31+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\\\/\\\/helpdev.minicrm.io\\\/help\\\/how-to-create-templates\\\/\"},\"wordCount\":113,\"commentCount\":0,\"image\":{\"@id\":\"https:\\\/\\\/helpdev.minicrm.io\\\/help\\\/how-to-create-templates\\\/#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/minicrm-wp-help.s3.amazonaws.com\\\/uploads\\\/2017\\\/04\\\/new-template-e1492693503418.png\",\"keywords\":[\"firststeps-en\",\"template-en\"],\"articleSection\":[\"Send message\"],\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"CommentAction\",\"name\":\"Comment\",\"target\":[\"https:\\\/\\\/helpdev.minicrm.io\\\/help\\\/how-to-create-templates\\\/#respond\"]}]},{\"@type\":\"WebPage\",\"@id\":\"https:\\\/\\\/helpdev.minicrm.io\\\/help\\\/how-to-create-templates\\\/\",\"url\":\"https:\\\/\\\/helpdev.minicrm.io\\\/help\\\/how-to-create-templates\\\/\",\"name\":\"How to create templates - Documenta\u021bie MiniCRM\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/www.minicrm.hu\\\/help\\\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\\\/\\\/helpdev.minicrm.io\\\/help\\\/how-to-create-templates\\\/#primaryimage\"},\"image\":{\"@id\":\"https:\\\/\\\/helpdev.minicrm.io\\\/help\\\/how-to-create-templates\\\/#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/minicrm-wp-help.s3.amazonaws.com\\\/uploads\\\/2017\\\/04\\\/new-template-e1492693503418.png\",\"datePublished\":\"2017-10-13T13:39:12+00:00\",\"dateModified\":\"2017-11-08T14:01:31+00:00\",\"author\":{\"@id\":\"https:\\\/\\\/www.minicrm.hu\\\/help\\\/#\\\/schema\\\/person\\\/ceb677e9c50c3b41ea1539b92acfae96\"},\"description\":\"Go to the list of templates\u00a0in the relevant term\u00e9ke. Click on the\u00a0\u00a0button and select a template type. If you have chosen, for example, a task template\",\"breadcrumb\":{\"@id\":\"https:\\\/\\\/helpdev.minicrm.io\\\/help\\\/how-to-create-templates\\\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\\\/\\\/helpdev.minicrm.io\\\/help\\\/how-to-create-templates\\\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\\\/\\\/helpdev.minicrm.io\\\/help\\\/how-to-create-templates\\\/#primaryimage\",\"url\":\"https:\\\/\\\/minicrm-wp-help.s3.amazonaws.com\\\/uploads\\\/2017\\\/04\\\/new-template-e1492693503418.png\",\"contentUrl\":\"https:\\\/\\\/minicrm-wp-help.s3.amazonaws.com\\\/uploads\\\/2017\\\/04\\\/new-template-e1492693503418.png\"},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\\\/\\\/helpdev.minicrm.io\\\/help\\\/how-to-create-templates\\\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\\\/\\\/www.minicrm.hu\\\/help\\\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"How to create templates\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\\\/\\\/www.minicrm.hu\\\/help\\\/#website\",\"url\":\"https:\\\/\\\/www.minicrm.hu\\\/help\\\/\",\"name\":\"Documenta\u021bie MiniCRM\",\"description\":\"Welcome to MiniCRM\",\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\\\/\\\/www.minicrm.hu\\\/help\\\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"en-US\"},{\"@type\":\"Person\",\"@id\":\"https:\\\/\\\/www.minicrm.hu\\\/help\\\/#\\\/schema\\\/person\\\/ceb677e9c50c3b41ea1539b92acfae96\",\"name\":\"L\u00edvia F\u00fcl\u00f6p\",\"image\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\\\/\\\/secure.gravatar.com\\\/avatar\\\/f3134b1be47aa2326a775dd7090fd53fb8a694a561ad9cc5ec8f1e66ff8bacc4?s=96&d=mm&r=g\",\"url\":\"https:\\\/\\\/secure.gravatar.com\\\/avatar\\\/f3134b1be47aa2326a775dd7090fd53fb8a694a561ad9cc5ec8f1e66ff8bacc4?s=96&d=mm&r=g\",\"contentUrl\":\"https:\\\/\\\/secure.gravatar.com\\\/avatar\\\/f3134b1be47aa2326a775dd7090fd53fb8a694a561ad9cc5ec8f1e66ff8bacc4?s=96&d=mm&r=g\",\"caption\":\"L\u00edvia F\u00fcl\u00f6p\"}}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"How to create templates - Documenta\u021bie MiniCRM","description":"Go to the list of templates\u00a0in the relevant term\u00e9ke. Click on the\u00a0\u00a0button and select a template type. If you have chosen, for example, a task template","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/helpdev.minicrm.io\/help\/how-to-create-templates\/","og_locale":"en_US","og_type":"article","og_title":"How to create templates - Documenta\u021bie MiniCRM","og_description":"Go to the list of templates\u00a0in the relevant term\u00e9ke. Click on the\u00a0\u00a0button and select a template type. If you have chosen, for example, a task template","og_url":"https:\/\/helpdev.minicrm.io\/help\/how-to-create-templates\/","og_site_name":"Documenta\u021bie MiniCRM","article_published_time":"2017-10-13T13:39:12+00:00","article_modified_time":"2017-11-08T14:01:31+00:00","og_image":[{"url":"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/04\/new-template-e1492693503418.png","type":"","width":"","height":""}],"author":"L\u00edvia F\u00fcl\u00f6p","twitter_card":"summary_large_image","twitter_misc":{"Written by":"L\u00edvia F\u00fcl\u00f6p","Est. reading time":"1 minute"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"Article","@id":"https:\/\/helpdev.minicrm.io\/help\/how-to-create-templates\/#article","isPartOf":{"@id":"https:\/\/helpdev.minicrm.io\/help\/how-to-create-templates\/"},"author":{"name":"L\u00edvia F\u00fcl\u00f6p","@id":"https:\/\/www.minicrm.hu\/help\/#\/schema\/person\/ceb677e9c50c3b41ea1539b92acfae96"},"headline":"How to create templates","datePublished":"2017-10-13T13:39:12+00:00","dateModified":"2017-11-08T14:01:31+00:00","mainEntityOfPage":{"@id":"https:\/\/helpdev.minicrm.io\/help\/how-to-create-templates\/"},"wordCount":113,"commentCount":0,"image":{"@id":"https:\/\/helpdev.minicrm.io\/help\/how-to-create-templates\/#primaryimage"},"thumbnailUrl":"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/04\/new-template-e1492693503418.png","keywords":["firststeps-en","template-en"],"articleSection":["Send message"],"inLanguage":"en-US","potentialAction":[{"@type":"CommentAction","name":"Comment","target":["https:\/\/helpdev.minicrm.io\/help\/how-to-create-templates\/#respond"]}]},{"@type":"WebPage","@id":"https:\/\/helpdev.minicrm.io\/help\/how-to-create-templates\/","url":"https:\/\/helpdev.minicrm.io\/help\/how-to-create-templates\/","name":"How to create templates - Documenta\u021bie MiniCRM","isPartOf":{"@id":"https:\/\/www.minicrm.hu\/help\/#website"},"primaryImageOfPage":{"@id":"https:\/\/helpdev.minicrm.io\/help\/how-to-create-templates\/#primaryimage"},"image":{"@id":"https:\/\/helpdev.minicrm.io\/help\/how-to-create-templates\/#primaryimage"},"thumbnailUrl":"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/04\/new-template-e1492693503418.png","datePublished":"2017-10-13T13:39:12+00:00","dateModified":"2017-11-08T14:01:31+00:00","author":{"@id":"https:\/\/www.minicrm.hu\/help\/#\/schema\/person\/ceb677e9c50c3b41ea1539b92acfae96"},"description":"Go to the list of templates\u00a0in the relevant term\u00e9ke. Click on the\u00a0\u00a0button and select a template type. If you have chosen, for example, a task template","breadcrumb":{"@id":"https:\/\/helpdev.minicrm.io\/help\/how-to-create-templates\/#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/helpdev.minicrm.io\/help\/how-to-create-templates\/"]}]},{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/helpdev.minicrm.io\/help\/how-to-create-templates\/#primaryimage","url":"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/04\/new-template-e1492693503418.png","contentUrl":"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2017\/04\/new-template-e1492693503418.png"},{"@type":"BreadcrumbList","@id":"https:\/\/helpdev.minicrm.io\/help\/how-to-create-templates\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/www.minicrm.hu\/help\/"},{"@type":"ListItem","position":2,"name":"How to create templates"}]},{"@type":"WebSite","@id":"https:\/\/www.minicrm.hu\/help\/#website","url":"https:\/\/www.minicrm.hu\/help\/","name":"Documenta\u021bie MiniCRM","description":"Welcome to MiniCRM","potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/www.minicrm.hu\/help\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"en-US"},{"@type":"Person","@id":"https:\/\/www.minicrm.hu\/help\/#\/schema\/person\/ceb677e9c50c3b41ea1539b92acfae96","name":"L\u00edvia F\u00fcl\u00f6p","image":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/secure.gravatar.com\/avatar\/f3134b1be47aa2326a775dd7090fd53fb8a694a561ad9cc5ec8f1e66ff8bacc4?s=96&d=mm&r=g","url":"https:\/\/secure.gravatar.com\/avatar\/f3134b1be47aa2326a775dd7090fd53fb8a694a561ad9cc5ec8f1e66ff8bacc4?s=96&d=mm&r=g","contentUrl":"https:\/\/secure.gravatar.com\/avatar\/f3134b1be47aa2326a775dd7090fd53fb8a694a561ad9cc5ec8f1e66ff8bacc4?s=96&d=mm&r=g","caption":"L\u00edvia F\u00fcl\u00f6p"}}]}},"_links":{"self":[{"href":"https:\/\/www.minicrm.hu\/help\/wp-json\/wp\/v2\/posts\/5580","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.minicrm.hu\/help\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.minicrm.hu\/help\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.minicrm.hu\/help\/wp-json\/wp\/v2\/users\/5"}],"replies":[{"embeddable":true,"href":"https:\/\/www.minicrm.hu\/help\/wp-json\/wp\/v2\/comments?post=5580"}],"version-history":[{"count":3,"href":"https:\/\/www.minicrm.hu\/help\/wp-json\/wp\/v2\/posts\/5580\/revisions"}],"predecessor-version":[{"id":6213,"href":"https:\/\/www.minicrm.hu\/help\/wp-json\/wp\/v2\/posts\/5580\/revisions\/6213"}],"wp:attachment":[{"href":"https:\/\/www.minicrm.hu\/help\/wp-json\/wp\/v2\/media?parent=5580"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.minicrm.hu\/help\/wp-json\/wp\/v2\/categories?post=5580"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.minicrm.hu\/help\/wp-json\/wp\/v2\/tags?post=5580"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}