Newsletter extension for Vtiger CRM

Create and design your own unique templates for emails in Vtiger CRM

Put your Email templates on a new level with this amazing tool. Design templates by adding blocks, images, texts, headers and more

Newsletter features

  • Create modern Newsletter templates
  • Improve your Newsletter marketing
  • Work in full-screen mode
  • Load your own HTML code
  • Add blocks, headers, text, quotes, buttons, images, icons and more
  • Available for Organizations, Contacts, Leads, Vendors modules
  • Using Vtiger default variables
  • Based on GrapeJS Open-Source tool
  • Easy installation & usage
  • Vtiger 7.x/6.x compatible
  • Included in our packages: Mini, Extended, All Access

Start using Newsletter now!

Installation & Usage

Installation & Validation is via our Free Extension Installer

For detailed guide how to validate and install our modules visit guide below:

After successful installation of Newsletter you are able to access module and start using it.

 Notice: Changes made in the Newsletter are transferred/copied into the Email Templates default Vtiger module. On the other hand, changes made in Email Templates will not be transferred into the Newsletter.

Our advice is to don’t touch templates created by Newsletter in Vtiger default module Email Templates. Edit templates just in Newsletter module. Reason is that, when you are sending emails and want to choose the template these templates are loaded from Vtiger Email Templates module.

How to create/edit template in Newsletter

  1. Go to the Newsletter module under Marketing via menu. In the list view click on  button.
  2. Fill up all required fields like: newsletter name, assigned to, description for this template if you want and next subject and finally choose the module.
  3. Now you will have access to the template editor which have many features like adding blocks, headers, text, buttons, links, images, icons, grid items, text sections and much more.
    You can try demo how to create own templates here: Newsletter demo
    Documentation can be found here: GrapesJS Documentation
  4. Start creating your template now. When you first access the window its empty. By default, you can use our template and change elements inside it. See image below:
  5. You can use your own blocks and create layout from them. Blocks and other elements can be picked from the left menu under Content icon:

 

How to use Newsletter templates to send Emails

 Notice: Using templates from Newsletter works just with the default Vtiger email system, not with our Email Maker.

  1. Go to the module from which you want to send the emails. For example Leads. You can select multiple records via list view or just go to the detail view of the record and send email from there.
  2. For example, in the detail view of record, click on the button
  3. The compose email window will appear and next click on the button 
  4. The list of templates from module Email Templates will appear and you can select the template you created in the Newsletter. Simply click on the template name:
  5. Sending emails via list view its basically the same, just select the records and via the More button choose Send email:

 

Notice: We also recommend to check tab Tips & Tricks for more information and improvements for the Newsletter.

Adding fields/variables from Related Modules

(Our example will be Contacts module)

To start adding fields for Contacts module, like salutation, first name or similar. You need to have text block added. Then simply double click on text block and the pick list of variables will come up. Select required variables. See below:

Changing text attributes

To change text style, size or similar you need to select text and then open Typography settings on the right side of your screen.
See below:

Allowing special characters to be used for the Newsletter (for ex: German specific characters)

You will be needed to change some lines in the following files so they should look like this:

  • modules/Emails/class.phpmailer.php line 62:
    public $CharSet = ‘UTF-8’;
  • /cron/class.phpmailer.php line 48:
    public $CharSet = ‘UTF-8’;

Layout

Creating/Editing Template

Elements

 Notice: Changes made in the Newsletter are transferred/copied into the Email Templates default Vtiger module. On the other hand, changes made in Email Templates will not be transferred into the Newsletter.

Our advice is to don’t touch templates created by Newsletter in Vtiger default module Email Templates. Edit templates just in Newsletter module. Reason is that, when you are sending emails and want to choose the template these templates are loaded from Vtiger Email Templates module.

  • 14 May 2020: 4.2
    • fixed issue where the Unsubscribe function was missing for Vtiger 6. x versions
    • minor bug fixes
  • 27 April 2020: 4.1
    • added unsubscribe functionality (works with Email Marketing)
    • fixed issue, where Settings on the right side of the editor were hidden when switched to full screen editing
    • improved compatibility between Newsletter and Email Marketing
  • 9 December 2019: 4.0
    • new validation process via Installer extension for both Vtiger versions 7.x and 6.x
  • 20 August 2019: 600.700.1.1
    • release same installation package for Vtiger 7.x and 6.x
    • Vtiger 6.x updates for template
    • fixed issues with javascripts
  • 25 July 2019: 700.1.1
    • added default template example
    • fixed issues with image source
    • fixed issue with licensing and uninstalling
  • 22 May 2019: 700.0.1
    • release for Vtiger 7.x version

Try Newsletter via our Extension Packages Trial (14 days)

(included in Mini, Extended and All Access packages)

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