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Email Templates

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You can create four different types of email templates:

  • Text - All users can create or change text email templates.
  • HTML with letterhead - Administrators and users with the "Edit HTML Templates" permission can create HTML email templates based on a letterhead.
  • Custom HTML - Administrators and users with the "Edit HTML Templates" permission can create custom HTML email templates without using a letterhead. You must either know HTML or obtain the HTML code to insert in your email template.
  • Visualforce - Administrators and developers can create templates using Visualforce. Visualforce email templates allow for advanced merging with a recipient's data, where the content of a template can contain information from multiple records.

All of these email templates can include text, merge fields, and attached files. You can also include images on your HTML and Visualforce templates. You can use email templates when you send an email from the Activity History related list of a record. Text and HTML templates can also be used when you send mass email. A button to check the spelling of your template is available for text templates and Visualforce templates without HTML tags.

Including Images on your HTML and Visualforce Templates

When creating custom HTML or Visualforce templates, simply include img tags that reference the image. We recommend uploading the images to the Documents tab and referencing the copy of the image on the Apto server. For example, for HTML:

To access your email templates, do one of the following:

  • If you have permission to edit public templates, from Setup, click Communication Templates | Email Templates.
  • 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.
  • Click on the name of any email template to go to the Viewing Email Templates page.
  • To edit or delete a template, click Edit or Del next to the template name in the list.
  • Click New Template to create any type of email template.
Next: Creating Text Email Templates



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