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Email Merge experience in CRM type application

10/5/2022 6:39:14 PM
PHPRunner General questions
N
nagate816 authorDevClub member

Hello,

I am looking to develop a system to provide basic CRM functions. I would like to have a series of email templates that at a minimum would allow a user to open a contact record and select a template that would then be merged and give the user the ability to edit the email before it's sent. If possible we'd like to be abel to select a number of users and then select the template and have it create the emails and allow the user to edit them before they're sent. Looking for any thougths / advise anyone might have based on doing similar things.

Thanks in advance for any advice,

cheers,

Neil.

fhumanes 10/5/2022

Hello,

As inspiration I recommend these 2 projects that are totally free.

Cheers,
fernando

admin 10/6/2022

It looks like MassMailer template can help but some additional coding will be required if you need to let your users edit emails before they sent.