![]() For example, the HTML with Classic Letterhead allows you to create a template and layout using your company’s letterhead. ![]() Once you click the New Template button, you will see you can create four different types of email templates.Įach option allows you to create a template. You will see the option to create a new one either in the center or the right-hand side of the page. From there, you will enter a search in Quick Find for “Classic Email Templates.” Click the link, which will take you to the email templates page. Inside Salesforce, navigate to your Setup. How can you begin using this helpful tool today? Let’s go through building templates for Salesforce emails step by step. It’s easy to create a custom template that populates the customer’s name, account, renewal date, and amount from their file. With Lightning Email Templates, you can set up custom fields that will determine a renewal date and the amount that their renewal costs. ![]() With merge fields, you can customize the email design to contain information unique to the customer.įor example, at Chargent we often get questions from our customers regarding their upcoming account renewals. But you can create email templates to use when you are communicating with any of your customers. This email system is not automatic, meaning you can’t automate it. Salesforce Lightning Email Templates are currently used for communicating with your customers one-on-one. ![]() You can set up a timeline for automated emails through Workflow with a Classic Email Template. Once you set up your email automation, you don’t have to track and email customers individually and find information from multiple records, as the system will do that work for you. ![]() You can also use Salesforce Classic Email templates based on your design to automate an email sent out 30 days before a renewal period. When you’re using the Chargent app, you’ll use this version when sending receipts, Payment Requests, and Automated Collection emails. The emails are sent automatically once triggered by a certain event, such as when a transaction is approved or an account is past due. Salesforce Classic Email Templates are currently used with Workflow or Process Builder to automate email alerts. Both of these are used in different situations. In this tutorial, you will be working with Salesforce Classic Email Templates and Salesforce Lightning Email Templates. ![]()
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