Question

What license is needed to Create an email template?

Hi,

I have a sales license but when tried saving an email template I got this message:

A license to perform this action is missing. A system administrator can use the license manager or the user page to redistribute available licenses

Also tried with a service license and got the same message.

Thanks

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3 comments

Hello Chani,

 

Thank you for your question! 

 

It depends on where you are trying to save a template. Please, confirm where you are working on it (what do you click on before you reach the template?

 

Kind regards,

Anastasiia

I followed the instructions on this page: 

https://academy.creatio.com/docs/user/marketing_tools/email_marketing/e…

  1. Go to the [ Marketing ] workplace and open the [ Email ] section.

  2. Click [ Add ]

There I can't click the [Open designer] and can't save.

 

Maybe I'm wrong with I'm doing, I want to create new template in order to use that in the [ Send email ] element in business process or in cases. (not for campaigns)

Is there a different place I have to do that?

Thank you!

 

Chani Karel,

 

Thank you for your answer. Yes, in order to work with templates there - you need a marketing license as well. 

 

There is also a section Message Templates, in Studio workplace. You can create email templates there as this section is not related to marketing emails.

 

Kind regards,

Anastasiia

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