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Steps To Create Email Template

Step 1: From the App Launcher on the top left corner, click on Email Templates. 

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Step 2: Click New Email Template button on top right corner.

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Step 3: Fill out the basic details:

  • Template Name: Type an internal name for the template.

  • Subject: Type the email subject line.

  • Related Type: Choose an object (like Contact or Lead) if you want to use data fields.

  • Folder: Pick a folder to store the template.

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Step 4: Click Save.

Step 5: Click Edit in Builder (if available) to add text, images, or layout blocks using the drag-and-drop tool.

Step 6: Insert Merge Fields (like first name) to personalize the message.

Step 7: Click Save again when you finish your design.

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