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            Create and Edit Email Templates in Email Template Builder

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            Create and Edit Email Templates in Email Template Builder

            Use email templates to save time and standardize email sent by you or others in your organization.

            Required Editions

            Available in: Lightning Experience for email templates created in Email Template Builder and Email Content Builder
            Available in: Professional, Enterprise, Unlimited, Performance, and Developer Editions.
            Available in: Account Engagement Lightning App for all Account Engagement editions
            User Permissions Needed
            To create and edit Email Template Builder templates: Access Drag-and-Drop Content Builder
            1. Go to the Email Templates home.
            2. Click New Email Template. Fill out the New Email Template window, and then click Save.
            3. The next screen shows the email template details page for your new template. Click Edit in Builder.
            4. Add a subject. To include merge fields in the subject, type them in manually.
              Note
              Note You can’t edit the subject in Email Template Builder.
            5. The Email Template Builder appears.
              Email Template Builder
            6. Add components to the template, and customize them in the properties panel. Click Save, and then click the Back icon to return to the Email Template home page.
              Now you can use the new template in an email or list email in Lightning Experience or in Account Engagement emails.
              Note
              Note To see how your template looks, send it to yourself as a test.

            See Also

             
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