Create reusable email templates in Bitrix24 CRM. Use templates to save time when you email clients and partners. For example, add your company details once and reuse them.

Create an email template

1. Go to CRM > Settings > CRM settings > Email > Email templates.
2. Click Add email template.
3. Enter the email content. You can add files and links.

Use the Active checkbox (top right) to control visibility:

• Enabled — the template appears in the list.
• Disabled — hide the template until you need it.

Template fields:

• Name: Enter a name. Anyone with access will see it.
• Binding: Link the template to a CRM item, such as a deal. If you bind it, you can use the template only from that item’s form. If you don’t bind it, you can use it from any CRM item.

• Share: Give access to specific users or all employees. Leave this empty to keep the template private.

• From: Select a sender. Use the default sender or choose another one.

• Subject: Enter the email subject. Recipients will see this.

Create an email template from a CRM item

You can save any email as a template:

1. Open a CRM item (for example, a deal).
2. In the timeline, select Email.
3. Write your email.
4. Select Save as template.

The template will be available from the CRM item and on the Email templates page.

Edit or delete an email template

1. Go to CRM > Settings > CRM settings > Email > Email templates.
2. Select a template.
3. Click the menu icon next to the template name.
4. Choose Edit or Delete.

To update or remove multiple templates:

1. Select the checkboxes next to the templates.
2. Choose an action below the list.