Webbee New Zealand - Bitrix24 Gold Partner
Bitrix24 Global Gold Partner and Service Provider
SPECIALS

Auckland
(09) 801 0577 ext 1
(09) 801 0577 ext 2Support
Mo - Fr: 9:00 - 6:00
31B Amante Crescent, Mairangi Bay, Auckland 0630, NZ
SERVICES
  • Business Automation
    • Bitrix24 Initial Implementation
    • Bitrix24 Custom Implementation
    • Bitrix24 Business Process Automation
  • Bitrix24 Custom Development
    • Modules and Integrations
  • Corporate Intranet portal
    • Bitrix24 Intranet Portal implementation
  • Maintenance and Tech Support
    • Upgrade Your Bitrix24 On-Premise Virtual Machine to CentOS 9 with Webbee Group
    • Portal Maintenance
  • User Support and Consulting
    • Bitrix24 Cloud Support
    • User Support and Consulting
  • Web Production and Hosting
    • e-Commerce
    • Landing Page Design
CASES
  • HR Management
  • Contact Center
  • Custom Solutions
  • Franchise solutions
  • Integrations
  • Intranet solutions
  • Membership
  • Modules
  • Sales and Services automation
MODULES
STORE
  • Request a FREE Bitrix24 portal
  • Bitrix24 Solutions
    • Bitrix24 Cloud Plans
    • Bitrix24 Cloud: Solution presets
    • Bitrix24 Cloud Enterprise Plans
    • Bitrix24 On-Premise: License
    • Bitrix24 On-Premise: Custom Solutions
    • Bitrix24 On-Premise: License Renewal
    • Bitrix24 On-Premise: Upgrade Edition
  • Cloud VOIP
  • Hosting services
    • Amazon EC2 Instances
    • Domain services
    • Shared Hosting - Pro
    • Shared Hosting - Standard
    • Shared Hosting - Start
  • Web production
    • Corporate website
    • e-Commerce
    • Landing Page Design
    • Website design brief
TRAINING
  • Bitrix24 Essentials
    • Online Training Course
  • Bitrix24 Basic training
    • Getting Started with Bitrix24
    • Bitrix24 Essentials: Fundamental Training
  • CRM Advanced training
    • Employee Advanced level
  • CRM Custom training
BLOG
BOOKING
ABOUT US
  • Contact Us
  • About Company
  • Certificates
  • Partners
  • FAQ
  • Team
  • Reviews
  • Vacancies
  • Requisites
  • Privacy Statement
  • Terms of use
  • End-User License Agreement
    Webbee New Zealand - Bitrix24 Gold Partner
    SERVICES
    • Business Automation
      • Bitrix24 Initial Implementation
      • Bitrix24 Custom Implementation
      • Bitrix24 Business Process Automation
    • Bitrix24 Custom Development
      • Modules and Integrations
    • Corporate Intranet portal
      • Bitrix24 Intranet Portal implementation
    • Maintenance and Tech Support
      • Upgrade Your Bitrix24 On-Premise Virtual Machine to CentOS 9 with Webbee Group
      • Portal Maintenance
    • User Support and Consulting
      • Bitrix24 Cloud Support
      • User Support and Consulting
    • Web Production and Hosting
      • e-Commerce
      • Landing Page Design
    CASES
    • HR Management
    • Contact Center
    • Custom Solutions
    • Franchise solutions
    • Integrations
    • Intranet solutions
    • Membership
    • Modules
    • Sales and Services automation
    MODULES
    STORE
    • Request a FREE Bitrix24 portal
    • Bitrix24 Solutions
      • Bitrix24 Cloud Plans
      • Bitrix24 Cloud: Solution presets
      • Bitrix24 Cloud Enterprise Plans
      • Bitrix24 On-Premise: License
      • Bitrix24 On-Premise: Custom Solutions
      • Bitrix24 On-Premise: License Renewal
      • Bitrix24 On-Premise: Upgrade Edition
    • Cloud VOIP
    • Hosting services
      • Amazon EC2 Instances
      • Domain services
      • Shared Hosting - Pro
      • Shared Hosting - Standard
      • Shared Hosting - Start
    • Web production
      • Corporate website
      • e-Commerce
      • Landing Page Design
      • Website design brief
    TRAINING
    • Bitrix24 Essentials
      • Online Training Course
    • Bitrix24 Basic training
      • Getting Started with Bitrix24
      • Bitrix24 Essentials: Fundamental Training
    • CRM Advanced training
      • Employee Advanced level
    • CRM Custom training
    BLOG
    BOOKING
    ABOUT US
    • Contact Us
    • About Company
    • Certificates
    • Partners
    • FAQ
    • Team
    • Reviews
    • Vacancies
    • Requisites
    • Privacy Statement
    • Terms of use
    • End-User License Agreement
      Webbee New Zealand - Bitrix24 Gold Partner
      Phones
      (09) 801 0577 ext 1Sales
      (09) 801 0577 ext 2Support
      • My Account
      • SERVICES
        • Back
        • SERVICES
        • Business Automation
          • Back
          • Business Automation
          • Bitrix24 Initial Implementation
          • Bitrix24 Custom Implementation
          • Bitrix24 Business Process Automation
        • Bitrix24 Custom Development
          • Back
          • Bitrix24 Custom Development
          • Modules and Integrations
        • Corporate Intranet portal
          • Back
          • Corporate Intranet portal
          • Bitrix24 Intranet Portal implementation
        • Maintenance and Tech Support
          • Back
          • Maintenance and Tech Support
          • Upgrade Your Bitrix24 On-Premise Virtual Machine to CentOS 9 with Webbee Group
          • Portal Maintenance
        • User Support and Consulting
          • Back
          • User Support and Consulting
          • Bitrix24 Cloud Support
          • User Support and Consulting
        • Web Production and Hosting
          • Back
          • Web Production and Hosting
          • e-Commerce
          • Landing Page Design
      • CASES
        • Back
        • CASES
        • HR Management
        • Contact Center
        • Custom Solutions
        • Franchise solutions
        • Integrations
        • Intranet solutions
        • Membership
        • Modules
        • Sales and Services automation
      • MODULES
      • STORE
        • Back
        • STORE
        • Request a FREE Bitrix24 portal
        • Bitrix24 Solutions
          • Back
          • Bitrix24 Solutions
          • Bitrix24 Cloud Plans
          • Bitrix24 Cloud: Solution presets
          • Bitrix24 Cloud Enterprise Plans
          • Bitrix24 On-Premise: License
          • Bitrix24 On-Premise: Custom Solutions
          • Bitrix24 On-Premise: License Renewal
          • Bitrix24 On-Premise: Upgrade Edition
        • Cloud VOIP
        • Hosting services
          • Back
          • Hosting services
          • Amazon EC2 Instances
          • Domain services
          • Shared Hosting - Pro
          • Shared Hosting - Standard
          • Shared Hosting - Start
        • Web production
          • Back
          • Web production
          • Corporate website
          • e-Commerce
          • Landing Page Design
          • Website design brief
      • TRAINING
        • Back
        • TRAINING
        • Bitrix24 Essentials
          • Back
          • Bitrix24 Essentials
          • Online Training Course
        • Bitrix24 Basic training
          • Back
          • Bitrix24 Basic training
          • Getting Started with Bitrix24
          • Bitrix24 Essentials: Fundamental Training
        • CRM Advanced training
          • Back
          • CRM Advanced training
          • Employee Advanced level
        • CRM Custom training
      • BLOG
      • BOOKING
      • ABOUT US
        • Back
        • ABOUT US
        • Contact Us
        • About Company
        • Certificates
        • Partners
        • FAQ
        • Team
        • Reviews
        • Vacancies
        • Requisites
        • Privacy Statement
        • Terms of use
        • End-User License Agreement
      • Cart0
      31B Amante Crescent, Mairangi Bay, Auckland 0630, NZ
      sales@webbee.co.nz
      • Main Page
      • Information
      • Posts
      • Hierarchical menu for email templates

      Hierarchical menu for email templates

      13 August 2022 22:00
      // Business process automation
      Hierarchical menu for email templates
      General task description:

      80% of communications of a client relationship department relied on email exchanges between managers and customers. In 10 % of such contacts, a client would start a dialogue while the remaining cases would always be initiated by an employee who would always use a branded email template to reach out. 
      For this, every team member would need to manually choose between more than 300 email templates to contact more than 100 customers daily.

      Implementation result:

      The Webbee Limited team designed and implemented a unique template catalogue which allows the distribution of emails logically and visually saving time and sanity of employees.
      The catalogue can only be applied to self-hosted editions of Bitrix24.

      For more features and additional information, please, don't hesitate to contact us: sales@webbee.co.nz

      Screenshots:

      1. This is what the email templates catalogue looks like by default in Bitrix (Emails templates are not searchable, and cannot be grouped or organized):

      KzPsW2Pv2Q.png

      2. This is what an email templates section looks like after customization:

      Hu3BL9z4pl.png

      3. Email templates catalogue management dashboard:

      chrome_yOrMpOLtVT.png








      All posts Next post
      • Request a FREE Bitrix24 portal
      • Bitrix24 Solutions
      • Cloud VOIP
      • Hosting services
      • Web production
      Categories
      • Business process automation14
      • Features review13
      • Graphic design0
      • Press Releases4
      • Project and task management1
      • Sales automation0
      • Systems architecture1
      It can be interesting!
      • Discover Our Innovative Contract (RFP) Management Solution with Bitrix24
        17 January 2025
      • Streamline your HR Process with Webbee's Leave Tracking and Approval System
        30 January 2023
      • Easy way to provide employees with an annual leave days monitor
        29 October 2022
      • Create Leads for every incoming message from email addresses of the same domain
        30 September 2022
      • Email templates with dynamic information
        24 September 2022
      • Minimization of mistakes while sorting leads automatically
        16 September 2022
      • Forbidden email addresses in automation rules
        10 September 2022
      • Comments in Lead and Deal reports
        3 September 2022
      • Main menu Access Permissions
        25 August 2022
      • Product Discount Access Permissions
        18 August 2022
      Tags
      activate partner support automation Bitrix24 Bitrix24 administrator bitrix24 email integration Bitrix24 partners Bitrix24 support Calendar collaboration CRM document editor extranet Integration Intranet Portal leads Mail Market Office 365 Office365 Online Store open slots Smart processes Tasks TURN server Videoconference workflow
      Company
      Contact Us
      About Company
      Certificates
      Partners
      FAQ
      Team
      Reviews
      Vacancies
      Requisites
      Privacy Statement
      Terms of use
      End-User License Agreement
      Products
      Request a FREE Bitrix24 portal
      Bitrix24 Solutions
      Cloud VOIP
      Hosting services
      Web production
      Bitrix24 Market Recommended Apps
      Services
      Business Automation
      Bitrix24 Custom Development
      Corporate Intranet portal
      Maintenance and Tech Support
      User Support and Consulting
      Web Production and Hosting
      Our Contacts

      (09) 801 0577 ext 1
      (09) 801 0577 ext 2Support
      Mo - Fr: 9:00 - 6:00
      31B Amante Crescent, Mairangi Bay, Auckland 0630, NZ
      sales@webbee.co.nz
      © 2025 Webbee Limited. All rights reserved.
      Callback request from a website Bitrix24 Implementation Request Request a Project Implementation or a custom module for Bitrix24 Feedback form

      0