Create and work with email templates

In the SalesforceIQ Communication Center, you can create and work with email templates. Merge tags in the templates make it easy to send a mass email to multiple recipients.

You can create a personal template for your personal use, or publish a template to make it available to everyone in your Organization.

Create an Email Template

  1. Click at the top of any SalesforceIQ screen.
  2. In the left navigation panel, click Templates.
  3. Click Create template.
  4. Enter a template name and subject. The name is used for reporting purposes. The subject appears as the email subject line when it is sent.
  5. Enter the message text. Use the toolbar at the bottom of the compose screen to format the message text.

    Note: You can't add images or attachments to templates.
  6. To enter a merge tag, do the following:
    • Click the location in the message subject or body where you want to insert the tag.
    • Click in the lower-right corner of the screen.
    • Click whether the tag applies to the message Recipients or Sender.
    • Click the tag type.
    • Select what to do if the tag value is blank for a given recipient: Do not send the email, or Insert a default value. For the second option, enter the default value you want to use. Note: For sender tags, only Sender Signature can have a blank tag value. The other sender tags always have data.
    • Click Insert.
  7. Click Save.

Work with an Email Template

  1. Click at the top of any SalesforceIQ screen.
  2. In the left navigation panel, click Templates.
  3. Click My Templates or Organization Templates to locate the template you want to edit.
  4. To the right of the template name, select the option you want:
    • To publish a personal template (available in My Templates only): Click Publish. Click Publish to confirm. If you publish a template, only you and admin users can edit it. Other users who want to modify an Organization template can make a copy and edit it as a personal template.
    • To send a mass email using the template: Click .
    • To copy the template to use as the base for another template: Click . Click Save to save the copy.
    • To edit the template: Click . After making your changes, click Save. You can edit an Organization template only if you created the template or are an admin user.
    • To delete the template: Click . Click Delete to confirm. You can delete an Organization template only if you created the template or are an admin user.

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