Managing Email Templates
Creating email templates, using merge fields, working with images and condition sets.
This guide provides articles related to Email Templates.
- Creating and Updating Email Templates
- Email Template Types, creating HTML email, email templates and plain text email. Adding content, merge fields, and conditional content using the Legacy Email tool.
- Testing that custom object merge fields show up in your email message
- Test messages do not display merge fields from custom objects (like Tests).
- Updating Owner Full Name
- Instructions on modifying existing email templates using the owner full name merge into templates that will function the same way with the latest TargetX email infrastructure. Owner full name is a special Salesforce “field” that automatically combines the first and last name, however this special field is not available for query via API.
- Using Merge fields
- Using merge fields in HTML Email and using merge fields to display Dates in emails in the legacy email tool.
- Working with Condition Sets
- Understanding Condition Sets, enabling Content Blocks, and writing a condition set for Portal, Group Assignment or legacy Email.
- Working with Images in Email
- Saving images to use in your emails, embedding animated gifs and recommended dimensions for email graphics.