How to add a webpage to salesforce classic email template

How to Build a Template Based Email Using the Classic Tools.

• Click Content.
• Click the My Emails folder.
• Click Create.
• Select Template Based.
• Fill in the following fields:
  • Template.
  • Click Select Template.
  • Navigate to the folder that contains the template you want to use.
  • Click the name of the template you want to use.
  • To return to the Create New Email page, click OK at the bottom of the dialog box.

Full
Answer

Which email templates are available in Salesforce classic?

Email Templates are available in Salesforce Classic but in all editions. There are certain Editions in which mass email option is not available i.e. Personal, Contact Manager, and Group Editions. In Personal Edition, HTML and VisualForce email templates are not available.

How do I edit a Visualforce email template?

Whenever we create or change Visualforce email templates. For text templates, click Edit to change the message content, subject, or merge fields.

What is the login page for Salesforce?

This is the login page for Salesforce. Sign into your Salesforce account. You will be asked for an email and a password. A company signs up for the Salesforce software, and then each user is assigned a unique login and a set of permissions to change the data in the system.

How do I set up email in Salesforce Lightning?

Salesforce Lightning is the new user interface for Salesforce that launched in 2015. Most new Salesforce users will use the Lightning interface, but many users still use the classic Salesforce interface. Click My Settings. It’s in the drop-down menu below your username. If you are using Salesforce Lightning, click Setup. Click Email.

How do you add a link to a template?

Convert text into a hyperlinkType your text into the body of the template you would like to be a link.Highlight the text you want to turn into a link.Click on the Insert a Link button.Enter the URL you want the text to link to.Click Ok.Click Save.

How do I add a link to trigger email template?

How to add a link trigger to a visual email templateNavigate to your template’s editor. Click the template you’d like to modify from your account’s email templates page.Add an HTML block where you want to add your link trigger. … Click ‘Edit’ on your HTML block and add the following code: … Save the changes to your template.

Can you add an attachment to a Salesforce email template?

Go to the Email tab. Select the Email template that you wish to add an attachment to by clicking on the Insert, create or update Template button. Select Insert Template. Click the Attach file button and select the file you wish to attach to the template.

How do I change the HTML email template in Salesforce?

Modify or Create Email Templates in Salesforce ClassicFrom Setup, in the Quick Find box, enter Email Templates , and then select Classic Email Templates.Click an email template name.Click Edit HTML Version.Replace the existing survey link with the following HTML. … Complete this change for both surveys.

How can I put a HTML link inside an email body?

Insert a hyperlinkIn the body of your message, position the cursor where you want to add a link.On the Message tab, click Hyperlink.In the Link box, choose Web Page or File, This Document, or Email Address:For Web Page or File: Add the full URL. … In the Text box, type the text you want to appear in your message.

How do I add an opportunity link to an email template in Salesforce?

Learn how to add a hyperlink to an image or text in email templates….Salesforce: Email Template with HyperlinkCreate the email template. Create the email template as per normal, add all merged fields needed.Case Number hyperlink. … Account Name hyperlink. … Sending Email.

Can email templates have attachments?

That is it! As you can see, you can now quickly compose an email with a link to an attachment using a template you just created.

Can you attach a PDF to a Salesforce email?

To attach PDFs (or any attachments) in emails, you’ll need to contact SF Support team to enable Attachments for your org. You can then use the “AttachFile” AMPscript function to attach PDF files in your emails.

What type of attachment can be added in Salesforce email?

HTML links in List Emails (Lightning Experience only) With the list email feature, it’s possible to send files as attachments; but the email attachments will always be sent as . html files.

How do I upload an HTML template to Salesforce?

1:174:46Import a Custom Email Template to Salesforce – YouTubeYouTubeStart of suggested clipEnd of suggested clipFile open the index. Html file in a code editor or text file and change the directory of images IMoreFile open the index. Html file in a code editor or text file and change the directory of images I want to insert new URLs to images uploaded on Salesforce. First I will change my logo.

How do I import HTML into Salesforce?

See Export Backup Data from Salesforce or Export Data for more details….Import HTML formatCreate a CSV file with one column header that will be mapped to a Rich Text Field.On this column enter the full HTML code that you wish to upload on the cell.Use Data Import Wizard or Data Loader to upload the CSV.

How do I add HTML code to Salesforce?

Add your HTML in the editor using one of these options. Enter or paste your HTML directly into the editor window on the left side of the screen. To add existing HTML, click browse then select your HTML from Content Builder. Drag files from your computer to the upload window to add one or more files.

What is an email template?

Email Templates are designed for consistent mails so as to increase productivity. Before we discuss further about Email Templates, let us know about the required editions under which Email Templates works.

Can you leave text only in Salesforce?

But it is recommended to leave the Text Only Version Blank If you leave it blank, Salesforce automatically creates the text-only content based on the current HTML version. If you enter content manually, subsequent edits to the HTML version aren’t reflected in the text-only version.

How to use email template?

You can use your email template by going to a contact page, scrolling down to the bottom and clicking the “Send an Email” button under “HTML Email Status.”. Click “Select Template” at the top and choose your newly created template. You can also mass email contacts with your template.

What is Salesforce Lightning?

If you are using Salesforce Lightning, click the icon that resembles a gear. Salesforce Lightning is the new user interface for Salesforce that launched in 2015. Most new Salesforce users will use the Lightning interface, but many users still use the classic Salesforce interface.

How to mass email contacts?

You can also mass email contacts with your template. Go to the “Contacts” tab, scroll to the bottom and click “Mass Email Contacts” under the “Tools” section. You will be led through the process of choosing a template and choosing a contact list before sending.

How to use custom domain?

If your company has a custom domain, click Use custom domain below the login screen and enter the custom domain in the space provided. If you don’t know your custom domain, contact your administrator. Click on the small arrow next to your username. It’s in the upper right hand corner.

How to make a letterhead?

The first time you create a new letterhead, you will be given some information about letterheads. Click Next to continue. To create a new letterhead, click New Letterhead.

Can you create an email template in Salesforce?

You can create an email template that can be sent out en masse, allowing you to reach customers quickly. This article will tell you how to create an email template in Salesforce.

Can you send emails with HTML?

Both text and HTML emails can be used when sending mass emails, but they cannot be sent out with a Visual Force template. Only HTML and Visual Force templates allow you to place images within the text. There is likely a company standard for sending emails with or without letterhead.