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            Upload and Create Email Templates

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            Upload and Create Email Templates

            Upload ZIP files to create email templates that help users draft emails faster.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise and Unlimited Editions with Life Sciences Cloud, Life Sciences Cloud for Customer Engagement Add-on license, and the Life Sciences Customer Engagement managed package.
            User Permissions Needed
            To upload and create email templates: Life Sciences Commercial Admin permission set

            Before you upload email templates, create the email template ZIP files. In each ZIP file, include:

            • An index.html file for each supported language
            • A thumbnail.jpg file
            • (Optional) An attachments folder with attachments in supported formats (documents, images, audio, video, and archives) and required attachments marked with a required__ prefix
            • (Optional) A fragments folder with individual fragments, which are HTML content blocks that users can combine in the email body text to customize the email

            You upload email templates from the Admin Console. To automate your processes or to upload email templates from external systems, you can also use the content management REST API resources.

            1. From the App Launcher, find and select Admin Console, and then select Email.
            2. Select Email Templates, and then click New.
            3. Upload the email template ZIP file.
            4. Enter general information for the email template, such as:
              • Email subject
              • Template name
              • Start and end dates
            5. If needed, enter more details about the email template.
              • The type of email address to use as the email sender and for replies
              • The topics to categorize the template under, so sales reps can find it when they search or filter
              • The product to apply so the template shows up when sales reps send an email related to that product
              • The survey to include in emails sent from the template
              • Whether sales reps can edit the email subject line or email content
              • The email addresses to include in the BCC list by default
              • Whether sales reps can share presentations as unique links in the email content
            6. If the ZIP file includes index.html files for multiple languages, select the languages to use for this template.
            7. Set up the email template for automated use cases or for remote sessions. For more information, see Set Up Invitation Emails for Remote Engagement.
              1. In the Automated Email Invitation Context field, select the type of visit to use this email template for.
              2. In the Automated Email Invitation Action field, select the visit action that triggers Salesforce to send an email automatically.
              3. To use this template as the default template for emails sent automatically for this context and action, select Template for automated emails.
              4. To generate and attach iCalendar invitations to emails sent from the template, select Attach iCalendar file.
              5. In the iCalendar Invitation field, enter the information to include in the iCalendar attachment.
            8. Manage subscriptions and consent for the template.
              1. In the Communication Subscription field, select the communication subscription record that stores opt-in and opt-out preferences for email communications.
              2. To use this template to send a customized email when consent is captured, select Template for consent acknowledgment.
                This template isn’t visible to users.
              3. To ignore email consent preferences for this template and send emails to recipients who haven’t subscribed, select Ignore opt-out preferences.
            9. Save your changes.
            10. To make the template available to users, activate the template.

            After you upload and activate your email template, edit it or deactivate it so that it’s no longer available for use. Share the template’s fragments with sales reps so they can customize email content.

            See Also

             
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