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Creating HTML Email Templates

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Previous: Creating Text Email Templates

To create an HTML email template:

  1. Do one of the following:
    1. If you have permission to edit public templates, from Setup, click Communication Templates | Email Templates.
    2. If you don't have permission to edit public templates, at the top of any Apto page, click the down arrow next to your name. From the menu under your name, select Setup or My Settings-whichever one appears. Then from the left side of the page, click Email | My Templates.
  2. Click New Template.
  3. Choose the Text template type, and click Next.
  4. Choose a folder in which to store the template.
  5. Select the Available For Use checkbox if you would like this template offered to users when sending an email.
  6. Enter an Email Template Name.
  7. If necessary, change the Template Unique Name. This is a unique name used to refer to the component when using API. In managed packages, this unique name prevents naming conflicts on package installations. This name can contain only underscores and alphanumeric characters, and must be unique in your organization. It must begin with a letter, not include spaces, not end with an underscore, and not contain two consecutive underscores. With the Template Unique Name field, a developer can change certain component's names in a managed package and the changes are reflected in a subscriber's organization.
  8. Select a Letterhead. The letterhead decides the logo, page color, and text settings of your email.
  9. Select the Email Layout. The email layout determines the columns and page layout of the message text. Click View Email Layout Options to see samples.
  10. Select an Encoding setting to determine the character set for the template.
  11. Enter a Description of the template. Both template name and description are for your internal use only. The description is used as the title of any email activities you log when sending mass email.
  12. Click Next.
  13. Enter the Subject to appear in the email you send.
  14. Enter the text to appear in the message you send. Click any section and begin entering text for your message. To prevent users from editing a section when using this template, click the padlock icon.
  15. Change the style of your text by selecting the text and using the format toolbar.
  16. Optionally, enter merge fields in the template subject and body. These fields will be replaced with information from your lead, contact, account, opportunity, case, or solution when you send an email.
  17. Click Next.
  18. Optionally, enter the text-only version of your email or click Copy text from HTML version to automatically paste the text from your HTML version without the HTML tags. The text-only version is available to recipients who are unable to view HTML emails.
  19. Click Save.
Next: Creating Visualforce Email Templates



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