How To Create Email Template In Salesforce

How To Setup Email Templates In Salesforce With Massmailer

How to Create an HTML Email Template in Salesforce.com

Many existing template builders for Salesforce dont have advanced features available. MassMailer provides an all-in-one solution to create and manage email templates.

  • Begin by clicking on the MassMailer option in the Salesforce menu and select MassMailer Template Builder.
  • Select the correct file folder based on category.
  • Choose whether you want to create an email from scratch or begin with a default template.
  • Enter in the title of the email and subject.
  • Use the intuitive tools to add and modify elements such as text and images.
  • In the end, choose whether to save your email in MassMailer or to save it to Salesforce. Saving to Salesforce will ensure that it is stored in the standard Salesforce templates.
  • As noted, MassMailer Template Builder has a number of advanced features that you will see as you build your email:

    How Does It Work

    As discussed, you can use these in an Email Alert or end users can use them directly within Salesforce when creating an email. At the bottom of the email screen, theres the insert, create or update template button, which users can click to select the template that they want.

    And, with that previously mentioned but avoidable default grey background creeping in at the sides, heres the final result, when received and seen on mobile:

    Advantages Of New Features Released By Salesforce In Email Template Builder

    • You now can easily create an engaging email template.
    • You can create email templates by doing a few clicks and save your precious time.
    • You can send the template to many users at a single time.
    • You can also schedule date and time and send email later.

    There are a number of resources available that can help you understand the process easily. Some of them are listed below for your reference :

    Read Also: How Do I Recover Deleted Emails From Gmail

    Using Email Templates For Massmailer

    The MassMailer Template Editor and email templates can be used when sending mass emails out using through the MassMailer Email Wizard. On the Email Wizard, you can schedule one-off emails or opportunity emails to be sent with the given email template. You can also edit these templates on-the-fly through the Advanced MassMailer Template Editor.

    For transactional emails or workflow email alerts, the MassMailer Process Builder can be used to select specific events that will trigger your emails to be sent. Processes can be designed to trigger events when new leads are added, records are updated, or when information has been changed. Each process can be associated with a Salesforce email template.

    With the MassMailer Email Template Builder, you can easily control all of your email communications within a single platform. If your organization sends out large volumes of emails, you need MassMailer.

    A Few Reminders On Managing Salesforce Email Translation Features

    How To Create Salesforce Email Templates [+9 Free Templates]

    Salesforces translation features are certainly useful, but that doesnt mean that they are perfect. No matter how effective your email templates may be, you should still take the time to establish a process for translating your emails contents, and here are a few tips to help you do so.

    1. Double check all of your translations, particularly in regards to grammar and choice of words.

    2. Try to maintain a few internal translators on call whenever you need to send out large volumes of translated emails.

    3. Establish a step by step process for translating emails and email contents for your staff.

    4. Review each language in a portal.

    Creating Salesforce email templates in different languages can be tricky sometimes, particularly in those situations where your company needs to send and manage large volumes of emails. You can eliminate many of these problems by establishing a process that everyone needs to follow. This process doesnt have to be perfect, but it does have to be flexible so that you can quickly correct whatever errors or false translations are found in your templates. Once you have done that, you should have little trouble using Salesforce to train your translate your email contents.

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    How To Build An Email Template

    Step 1: Navigate to MassMailer Email Template Builder

    Navigate to ‘MassMailer Template Builder’ tab from the ‘MassMailer’ app in Salesforce

    Step 2: Select Folder

    Select Folder from the Drop down list as shown in the picture below.

    Step 3: Create New Template from a Sample Template OR Build from Scratch

    You have 2 options to create a new template.

    Option 1:

    From the ‘Select Template’ drop down list, select ‘Create New Template’ option.

    Select a sample temple from the ‘Select MassMailer Template’ drop down list.

    Enter ‘Template Name’, ‘Subject’ and start editing the template using the editor features. Click on ‘Save’ button the top right of the editor to save the work. You can click on ‘Save to Salesforce’ button at the bottom when you are ready to save the template to Salesforce.

    Option 2: From the ‘Select Template’ drop down list select ‘Create New Template’ option.

    Enter the ‘Template Name’, ‘Subject’ and then start designing the email template using the editor features. Make sure you click on the ‘Save’ button on the right hand side on the Editor to save the work to the Editor. Click on the ‘Save To Salesforce’ button to save the template to the Salesforce Template folder selected earlier.

    Step 4: Editing Options – Content, Rows, Settings

    Template builder comes with many advanced features to create content elements such as Text, Image, Button, Divider, Social Icons, Video Link, HTML Block.

    You can add create rows and sections.

    Step 5: Editor Image Options

    Display Information From Other Records

    You have 3 options to achieve this:

    • Use a Visualforce template. As mentioned previously, you need to create your own CSS, HTML.
    • Send your email by trigger. From a trigger, you can choose an email template and update the content to add information from other records before you send the email.
    • Add a Text Area field on the record and populate its content with the information from the other records. e.g. A trigger on Opportunity Lines updates a Text Area field on the parent Opportunity to include the Product name, quantity, and amount. Then simply add that Text Area field on the email template.

    Read Also: How To Find Email In Archive

    Lightning Email Builder: Key Features

    Youll recognize the layout of the Content Builder. On the left-hand side are the drag and drop components. The exciting part is that theres clearly scope for new elements to be added over time.

    On the right-hand side, the properties/details of each component can be adjusted, such as merge fields for rich text, image location , or color, margin, and image width in the Style subsection.

    Press Save and then youre ready to use the email template!

    Using Salesforce Email Templates In Outlook

    Creating Email Templates in Lightning Experience | Salesforce Support
    • Using Salesforce Email Templates in Outlook

    LinkPoint Connect users can access Salesforce email templates from within Microsoft Outlook. Users can select a template and then include Salesforce data specific to a Contact, Lead, or other record to merge into the templates fields in both the subject line and body of the email. In this section, you will learn how to work with Salesforce email templates in Outlook.

    Also Check: Toobigforemail

    The Basics Of Creating Salesforce Email Templates

    The first item to cover in this Salesforce training material is what you need to understand prior to creating email templates in Salesforce. To begin with, there are generally 4 options available for you. These are text emails, HTML emails, HTML emails with letterheads or Visualforce emails. When it comes to how to send mass email in Salesforce, only simple text emails and HTML emails support this feature. On the other hand, only HTML and Visualforce email templates that permit inserting images into their texts. It is also important for you to know that only the HTML templates support the tracking function. You can then determine when the recipient has received them and just how frequently they have looked them over. A simple text email does not support tracking, which makes it susceptible to be filtered by your recipients anti-spamming applications.

    One caveat, some knowledge of the Visualforce script is necessary for any customization, and these Salesforce email templates may not exceed 1MB in size regardless the account type. Customize Application must be enabled to create custom email templates.

    For those who do not wish to use Visualforce and would rather use the boxed templates included with creating email templates in Salesforce, a wizard is available.

    Two Types Of Email Templates

    In this tutorial, you will be working with Salesforce Classic Email Templates and Salesforce Lightning Email Templates. Both of these are used in different situations.

    Salesforce Classic Email Templates are currently used with Workflow or Process Builder to automate email alerts. The emails are sent automatically once triggered by a certain event, such as when a transaction is approved or an account is past due. When youre using the Chargent app, youll use this version when sending receipts, Payment Requests, and Automated Collection emails.

    You can also use Salesforce Classic Email templates based on your design to automate an email sent out 30 days before a renewal period. Once you set up your email automation, you dont have to track and email customers individually and find information from multiple records, as the system will do that work for you. You can set up a timeline for automated emails through Workflow with a Classic Email Template.

    Salesforce Lightning Email Templates are currently used for communicating with your customers one-on-one. This email system is not automatic, meaning you cant automate it. But you can create email templates to use when you are communicating with any of your customers. This is where the merge fields come in. With merge fields, you can customize the email design to contain information unique to the customer.

    Recommended Reading: How To Find Email In Archive

    Create Custom Html Email Templates In Salesforce Classic

  • Do one of the following:If you have permission to edit public templates, from Setup, enter Email Templates in the Quick Find box, then select Classic Email Templates.If you dont have permission to edit public templates,go to your personal settings. Enter Templates in the Quick Find box, then select Email Templates or My Templates whichever appears.
  • If you have permission to edit public templates, Enter Email Templates in the Quick Find box From Setup, then select Classic Email Templates.
  • Go to your personal settings if you dont have permission to edit public templates. Enter Templates in the Quick Find box, then select Email Templates or My Templateswhichever appears.
  • Choose Custom and click Next.
  • Choose a folder in which to store the template .
  • To make the template available for use, select the Available For Use checkbox.
  • Enter a Name in Email Template Name.
  • Change the Template Unique Name if necessary . This unique name refers to the component when you use the Lightning Platform API. In managed packages, this unique name prevents naming conflicts in package installations. This name can contain only underscores and alphanumeric characters, and must be unique in your org. It must begin with a letter, not include spaces, not end with an underscore, and not contain two consecutive underscores. With the Template Unique Name field, you can change certain components names in a managed package and the changes are reflected in a subscribers organization.
  • Tips To Create Email Templates In Salesforce

    Creating New Salesforce email templates
    10 min

    Anyone who has been in Sales or Service for more than a couple months quickly realizes that they end up sending the same email several times every week. Once they get that perfect message that resonates with clients and customers, just rinse and repeat.

    Managers find the same to be true. To get a consistent theme and message from the team to the customer, itâs better to use a standardized email.

    While copying and pasting can get the same basic message, it would be even better to have the key piece of information such as client name, organization names, key dates, and other items to pre-populate in the email, without having to run through and change it .

    Finally, in a perfect world we wouldnât even need to trouble our Sales and Service team members with sending the email at all. Letâs just automatically send it out when we know the circumstance calls for it. For example, a simple message to let them know we received their customer support request or a reminder of their upcoming renewal.

    All of these scenarios can be solved quickly and easily with Email Templates in Salesforce. This article will lay out some solid tips for utilizing templates and making the most of this critical feature.

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    Creating Letterhead In Salesforce

    Before creating HTML with Letterhead first we have to create letterhead in Salesforce. We have many options in letterhead. We can insert logo in the header and footer, we can change the header, body and footer background colour.

    Finally click on Save button.

    • Select available for use.
    • Enter letterhead label and description.

    As shown above we have added log in the header and footer. We changed background colour and body colour. Click on Save button to save Letterhead in Salesforce.com.

    How To For Professional Email Templates In Salesforce

    Reading Time

    Veuillez noter que ce billet est présentement disponible uniquement en anglais.

    Email templates provide a variety of benefits. Upfront work to create professional-looking templates will save time in the long run. Also, because multiple users can have access to templates branding guidelines can be better adhered to and messaging consistent across business units.

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    The Power Of Massmailer And The Convenience Of Salesforce

    MassMailer provides both the option to send mass emails and the option to send email alerts, such as transactional emails. Both of these options are able to leverage the email templates stored in Salesforce or created using the template builder. MassMailer is able to use Salesforces native email templates and template folders in order to store new and custom designs. This mix of MassMailer and Salesforce makes it easy to create attractive, professional emails which can be sent through MassMailer for Salesforce.

    Creating Custom Html Template In Salesforce

    Salesforce: Create Email Template – Classic from Lightning

    Custom HTML Template is the third type in Salesforce email templates which is used with out letterhead. We can use custom html code in this email type. Let us create Custom HTML Template.

    • Enter Subject.
    • Enter HTML code in the HTML body to design Salesforce Email templates with our custom html code.
    • We can also add merge fields in this template.
    • Select Folder Name
    • Enter description and finally click on Next button.

    Successfully we have created Custom HTML template in salesforce.com.

    Also Check: How Do I Recover Deleted Emails From Gmail

    Creating Text Email Template In Salesforce

    In the first step we have to select email template type. As shown below we have four option click on Text button.

    • Select text.
    • Now click on Next button.

    Here the email template type is text. In this type we donât have different styles, fonts and have only some text information. Now we have to enter required details to create salesforce email template.

  • Select Template folder.
  • Select available for use if this is only we can use this email template anywhere if not enabled we can not use this email template in Salesforce.
  • Enter Email template name.
  • Enter description, subject and Email Body.
  • Finally click on Save button to save all the settings.
  • We have successfully creates Salesforce Email template. We can attach files to the template at attachements.

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