Creating an Email
Template allows users to send pre-drafted emails to contacts. Email Templates allow the user to insert fields from the designated object in the email template.
1. From the App Launcher, in the search bar, type and select Email Templates.
2. Click New Email Template.
3. Populate the following fields:
- Email Template Name
- Description
- Related Entity Type (This is set to the object where the email will be sent. It is standard to set this field to Contact)
- Folder (the default folder is set to Private Email Templates; however, for users to view and select the email template, this field should be set to Public Email Templates)
4. In the Message Content area, enter the email Subject and associate the Email Template to the Enhanced Email Letterhead.
5. Use the content area to compose the email. To add merge fields, select the Insert Merge Field option located in the lower-right corner. The insert merge field options will display.Since the Contact object was selected for the Related Entity Type field, the fields located on the Contact Detail record are available for insert.
6. Select Recipient, use the Search Bar to locate a specific field, select the adjacent radio button, then click Insert. Repeat this step to add fields to the email content.
7. After completing the email content, click Save. The Email Template is now ready to use to send an email to a contact.
