Global templates are shown as the type User. Search doesn't support regular expressions.īrowse out-of-the-box templates, global and entity-specific, listed in alphabetical order. Search: Search for the name of a template to start from. On the Email Templates command bar, select New, and then select Start with existing templates. All you need to do is customize it for your needs. Start with an existing template to create an email template faster and with less effort.
If not, you'll use the email template editor page.If yes, you'll use the enhanced email template editor page.The editor page you see depends on whether your administrator has turned on the enhanced email template editor option: Language also helps to categorize your templates.Ĭreate: Opens one of two editors where you can build your template. Language: Display installed language packs. Categories determine which dynamic text fields are available for use in your template. Permission level: Select Organization to share your template with others or Individual for personal use.Ĭategory: The default value is User. Template name: Give your email template a detailed name to help you identify it later. On the Email Templates command bar, select New, and then select Start with a blank template. You must add everything you want customers to see. When you start with a blank template, nothing is provided for you. The editor that's displayed depends on the editor in which the existing template was created. Start with an existing template : Create a template by choosing an existing template.The editor that's displayed depends on wether the enhanced email template editor option is enabled. Start with a blank template: Create a template from scratch.
You can create email templates by using one of the following options: However, the enhanced email template editor is displayed as a choice if it is enabled by your administrator. To create email templates, the legacy email template editor is available by default. Email templates are a fast and easy way to send consistent, professional, preformatted email messages to your customers.
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