can also set it to automatically insert the address according to the recipient, which is useful when sending mass emails to a large number of customers.
In this article, we will explain in detail the types of Salesforce email templates, the specific steps to create them, and tips on how to use them
. If you are considering using Salesforce, please refer to this article and use it to improve the efficiency of your work.
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What are Salesforce email templates?
Salesforce email templates are a feature that allows you to create standard phrases and templates for email subjects and bodies in advance .
You can automatically insert information using "merge fields." For example, you can set it so that the addressee in the body of the email automatically changes depending on the recipient.
This function can reduce the time and effort required to create emails, improving the work efficiency of the person in charge.
It is useful for creating mass emails to be sent to specific targets, such as announcements about business closures or new products.
It also prevents email content and writing style from differing depending on the person in charge, helping to maintain consistency in the brand and corporate image.
What you can do with Salesforce email templates
There are two main functions available in Salesforce email templates:
Auto merge fields
Insert a letterhead image
Let's take a closer look at each one.
Auto merge fields
Salesforce email templates allow you to automatically insert fields such as the recipient's name into the email body .
By entering special strings that specify merge chinese overseas europe phone number list fields into the template, as in the example below, you can automatically change the addressee's name, contact name, etc. to suit the recipient.
"Dear {{{Recipient.Name}}}, Thank you very much for your continued support."
The customer data stored in Salesforce is automatically referenced for the {{{Recipient.Name}}} above.
"Tanaka-san. Thank you very much for your continued support."
In this way, the message will be automatically adjusted to suit the recipient.
You can also insert various other information such as the contract date, order number, etc. Even
when sending a large number of emails at once, you can save the trouble of rewriting the body of the email for each recipient.
Insert a letterhead image
Salesforce email templates also allow you to insert images into the letterhead ,
for example, by adding your company logo or seasonal designs to the header, improving the design of your emails and making them more eye-catching for your customers.
Once you have created a letterhead, you can reuse it across multiple templates.
If you prepare a general-purpose letterhead, such as a letterhead that expresses your company's corporate image, you can use it when creating various templates.
Types of Salesforce email templates
Salesforce has three types of email templates:
Classic Email Templates
Lightning Email Templates
Email Template Builder
Classic email templates are traditional email templates that can be used in "Salesforce Classic".
They have not been discontinued even in the new Salesforce interface "Lightning Experience", and you can still create new templates and use templates that have already been created.
Lightning email templates are a new format of templates released for the Lightning Experience.
You can enter text by intuitive operations, just by selecting the fields you want to insert, without having to remember the rules for inserting text into mail fields.
The Email Template Builder is a tool that allows you to create HTML emails with visual operations such as drag and drop.
Images, link buttons, and more can be added to the text body with intuitive operations, making it easy to create email templates with rich content.
How to create a Lightning email template
Basically anything that can be done with Classic email templates can also be done with Lightning email templates,
so if you're just learning how to use them now, use the new format, Lightning email templates.
The Email Template Builder is also a recommended new tool, but since it is an applied tool, we recommend that you first learn how to use the basic Lightning email templates.
Below, we will explain in detail how to create a Lightning email template.
The creation process consists of three steps:
Enable Email Template Folders
Entering new email template information
Creating message content
Let's take a closer look at each one.
1. Enabling Email Template Folders
First, enable folders to save email templates.
Open the Salesforce home screen and click the gear icon near your account icon to display the settings screen.
