Create an Email Template

Updated 2 years ago by Celina Kwan

You can create email templates from the Compose Email Message dialog box whenever you compose a new email message.

  1. From the Address Book, Customer Service, or Opportunities page, select Actions > Write an Email.

– or –

From the Address Book, Customer Service, or Opportunities page, right-click and select Write an Email.

  1. Enter the subject and text of the email message.
You can compose the email message in HTML or in plain text. You can use the formatting toolbar to apply additional formatting to the email text.

Select the Merge Field icon to insert merge fields in your template.

  1. Select the Template icon.
  • The HTML Email Templates or Text Email Templates dialog box opens.
  1. Click Add to add a new email template.
  1. Enter a name, description, and access rights for the template and click OK.

To reuse this template in the future, select the template in the Available email templates list, and click Retrieve.
To save changes made to the template, select the template in the Available email templates list, and click Save.

To retrieve this template automatically each time you compose an email message, select Retrieve this template when the Compose Email Message dialog is opened.

  1. Click Close to return to the email message.


How did we do?