Help Document
Email Templates

    EMAIL TEMPLATES

    Email Templates are form email messages that support the use of Merge Fields. Administrators can create Email Templates and add them as Email Tasks to Automations. For more information on email tasks, see Creating Email Tasks for Automations.

    Requirements

    To create Email Templates, users must be assigned a security role with the following permissions:

    • Administrator System Role

    TO CREATE EMAIL TEMPLATES:

    1. In the Setup Home page, click Create > Email Templates.
    2. Click New.
    3. Select an Email Template type:
      • Text: Supports plain text and Merge Fields 
      • HTML: Supports rich text and Merge Fields
      • Active Template: Supports Active Template pages
    4. In the Name field, enter a name for the Email Template.
    5. If you want users to be able to add the Email Template to Automations as an Email Task, check Ready For Use.
    6. In the Reply To field, enter an email address that recipients of this template can reply to.
    7. In the Email Subject field, enter a subject line for the email message.
    8. In the Email Message section, compose your Email Template or select the Active Template if the Email Template type is Active Template. You can use Merge Fields in this section. See Merge Fields.
    9. Click Save.

    TO SEND A TEST EMAIL:

    1. In the Setup Home page, click Create > Email Templates.
    2. Search for and click on the Email Template you want to send a test email for.
    3. Click Send Test Email.
    4. Under Related To Record:
      • Use the Dropdown Menu to select the Entity the email template is related to.
      • Use the Lookup Field to select the Record the email template is relate to.
    5. Under Send email preview to: enter the Email Address that will receive the test email.
    6. Click Send.

    TUTORIAL VIDEO FOR CREATING EMAIL TEMPLATES:


    SEE ALSO