How do I use Templates?

Overview

When composing an email, use Templates from the Sidebar to create personalized messages in a fraction of the time. Leverage your existing templates and merge data directly from Salesforce into your emails.

Quick Steps

1. Compose a new email.

2. Add recipient(s) in the To field to launch Templates in the Sidebar.

3. Confirm or change the Template selection.

4. Confirm or change the Merge field recipient.

5. Select Insert.

More Details

Learn more about all the available options (A-E) in the table below:

A. Template selection	Quickly pick from your most commonly used templates by clicking the dropdown menu. From there, preview selected template (a) or view all (b).
B. View All	Search or filter to find a specific template. From there, view in browser (a) or preview (b).
C. Preview	Preview the template's content, including subject and merge fields. From there, view in browser (a) or insert (b).
D. Merge field recipient	Confirm or change the person record that supplies the data for merging. To change, click the recipient's name.
E. Insert	Merge data from Salesforce and insert the template's content into your email.