Ebla Email Plus ¶

Overview¶

Ebla Email Plus extends EspoCRM email with:

Email open tracking for outgoing HTML emails
Global email styling for consistent branding
Signature templates (including domain-based signature matching)
Quick inbox access from a live navbar email panel with unread badge updates
Enhanced mass email composition and delivery options
Advanced filters and productivity actions

All features are configurable from a dedicated admin page and related Email/Preferences screens.

Key Features¶

1. Email Open Tracking¶

Embed a tracking pixel in outgoing HTML emails to detect when recipients open them
Enable tracking globally by default, or toggle it per email while composing
Configure a custom tracking domain for CRM instances behind a VPN or proxy

2. Global Email Styles¶

Define CSS styles that are automatically injected into every outgoing HTML email (regular and mass)
Ensure consistent branding and formatting across all email communications

3. Signature Templates¶

Create reusable email templates marked as Signature Templates
Optionally bind a signature template to a specific sender domain so it is applied automatically based on the From address
Signature content and attachments are appended to outgoing emails during send
-

4. Enhanced Email Filters (Bool Filters)¶

Excluding Folders: exclude emails belonging to specific folders
Unread: show only unread emails
Hide CC & BCC: hide emails where you are only in CC or BCC
Show Unassigned: display emails with no assigned user
Internal Only: show emails exchanged within the CRM
External Only: show emails from external addresses only
Personal & Private: display emails with no teams or parent record

Adds an email icon to the top navbar so users can access their inbox from anywhere in the CRM
Displays a live unread badge counter and refreshes inbox counts automatically in the background
Opens a quick email panel for faster inbox triage without leaving the current page
From the panel, users can: - See the latest inbox emails - Mark all emails as read - Open the full Email list view
Includes a user setting to switch panel content between All and Unread emails

6. Enhanced Mass Email¶

Header & Footer Templates: select Email Templates to be automatically injected at the beginning (Header) and end (Footer) of the mass email content
Sending User: a link field to a User record that defines who the email is sent from and is used to resolve template placeholders
Template Types: choose how to compose the mass email using the templateType field:
- Email Template (emailTemplate): select an existing Email Template via a link field; the template defines the subject and body - HTML (html): compose the email manually using HTML with:
```
  - Subject field
  - HTML body editor
  - Insert Placeholder functionality (same as Email Templates) to quickly populate fields without creating a
    template
```
- Plain Text (plain): same as HTML mode, but the body is plain text instead of HTML - Markdown (markdown): compose in Markdown and let the extension convert it to HTML before send

Delivery Controls: mass email sending works with EspoCRM outbound settings for:
- Max sent per hour - Max sent per batch - Mandatory opt-out links (with optional disable) - Open tracking for campaign emails - VERP envelope sender support

7. Email Productivity Tools¶

Download as EML: export any email as a standard .eml file that can be opened in any email client
Convert Email to Template: create a reusable Email Template from any existing email
Create Contacts from Recipients: auto-create Contact records for unknown email addresses found in an email's From, To, CC, and BCC fields
Add Recipients to Target List: create a Target List pre-filled from detected recipients
Reply to All: use a dedicated action on email detail that includes original message metadata (From, Date, Subject, To, CC)

8. Configurable Entity Actions from Email¶

Create Scopes: configure which entity types (e.g., Contact, Lead, Account) can be created directly from an email via the Entity Manager
Relate Scopes: configure which entity types an email can be related to via the Entity Manager
Both settings are managed through the standard EspoCRM Entity Manager for the Email entity

9. Mass Send Email Action¶

A Send Email mass action available on any entity list view that has an email address field
Select multiple records and compose a single email to all selected recipients

10. Enhanced Activity History¶

The email history panel on entity detail views displays an icon indicating the open status of each email — red if the email has not been opened, and green if it has been opened — alongside date, status, and attachment indicators

Admin Configuration¶

Go to Administration > Ebla Email Plus Settings.

All extension settings are accessible via Administration → Ebla Extensions → Ebla Email Plus.

Setting	Description
Allow Email Tracking	Enable or disable email open tracking globally
Enable Email Tracking by Default	Automatically enable tracking on every new email compose (visible only when tracking is allowed)
Email Tracking Domain	Custom domain for tracking pixel URLs (e.g., `track.example.com`)
Mass Email Site URL	Base URL used in mass email opt-out and tracking links
Global Email Styles	CSS styles injected into all outgoing HTML emails

The extension also adds an Email Panel Settings page under the user Preferences area, where users can switch the email panel between all and unread mail.

User-Level Email Panel Setting¶

Users can open Email Panel Settings from their preferences area to control how the navbar panel loads emails:

All: show latest inbox emails regardless of read state
Unread: show only unread inbox emails for faster triage

Entity Manager Configuration¶

Navigate to Administration → Entity Manager → Email to configure:

Create Scopes: entity types available in the "Create" dropdown on email detail view
Relate Scopes: entity types available in the "Relate to" dropdown on email detail view

Use Cases¶

Email Marketing Performance Track open rates at both email and campaign level. Use header/footer templates for consistent branding across mass emails.
Team Email Collaboration Filter emails by internal/external origin, unread status, or assignment. Use the email panel and folders to triage faster.
Lead Generation & CRM Enrichment Convert unknown recipients into Contact records with a single click. Add recognized recipients to target lists for future campaigns.
Customer Communication Management Relate emails to any entity type, download emails as EML for archiving, and convert frequently used emails into reusable templates.
Consistent Email Branding Apply global CSS styles and domain-specific signature templates to ensure every outgoing email matches your brand guidelines.

Support and Feedback¶

For inquiries, support, or feedback regarding the "Ebla Email Plus" extension, please reach out through our portal to create a support ticket.