How to add an image to email template in salesforce

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• From Setup, search for Templates and click on the Template type you are using. For this example we are using a Classic Email Template.
• Select the template you want to add the image to and click the Edit HTML Version
• Paste the Image URL address into the template. Here is an example of the code:

How to add image to Salesforce template?

Add Image to Salesforce Template: 1 From Setup, search for Templates and click on the Template type you are using. For this example we are using a Classic… 2 Select the template you want to add the image to and click the Edit HTML Version 3 Paste the Image URL address into the template. Here is an example of the code: More …

How to create email templates in Salesforce?

Click Email Templates. It’s in the expanded options below “Email” in the sidebar to the left. If you are using Salesforce Lightning, click Classic Email Templates. Click New Template. It’s the above the list of email templates in the main section of the screen. There are probably a number of templates that the company has created already.

How do I add an image to an email template?

https://lexer–c.na77.content.force.com/servlet/servlet.FileDownload?file=0151M00000FsVR3 Save this for your template code. From Setup, search for Templates and click on the Template type you are using. For this example we are using a Classic Email Template. Select the template you want to add the image to and click the Edit HTML Version

Can I send mass emails with a visual force template?

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.

How do I add an image to a lightning email template in Salesforce?

Include Images In Your Lightning Email TemplatesStep 1: Enable Folders and Advanced Sharing for Lightning Email Templates.Step 2: Create an Email Template folder.Step 3: Navigate to Email Template and Add Folder.Step 4: Create an Email Template in created Folder and Add Image.More items…•

How do I add a logo to my Salesforce email template?

Navigate to Gear icon | Setup | Email | Classic Letterheads.Select your letterhead by clicking on the label.Select Edit Letterhead | Select Logo.Click to select the appropriate image. Then click Save.

How do I get an image to show in an email template?

Here are a few options available to embed images in your HTML emails:Linking Images Directly. The best practice is to upload the images to a directory on your server and then link them to your HTML email using full URL paths. … Base64 Encoding. Inline embedding is a simple and faster method to use. … CID Embedding.

How do I add an attachment to an email template in Salesforce?

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 insert an image into Salesforce?

Add Image ContentTo add an existing image, click Browse and select your image.To upload or drag an image: Click Browse | Create. Drag images to the canvas or click Upload and select images from your computer. … To use an external image: Insert the URL of the external image in the field below the Browse button.

How do I add a logo to Salesforce?

Salesforce Classic:Click the “+” icon on the Navigation bar.Click “Documents”Click the “New” button.Fill up the Document Name.Tick the checkbox for “Externally Available Image”Select the folder you want it to be saved.Upload the logo by clicking on “Choose File”Find the file on your Computer and click “Open”More items…

How do you embed an image into an email?

Insert a picture into the body of an email message Position your cursor where you want the image in your message. Select Insert > Pictures. Browse your computer or online file locations for the picture you want to insert. Select the picture, then select Insert.

How do I add graphics to my email?

Click in the message body. Then on the Insert menu, in the Illustrations group, choose one of the options. Pictures Browse to the folder where the picture you want is saved, select the picture, and then click Insert. You can resize or rotate the picture with the handle points on the edges of the picture.

How do you embed graphics in an email?

Marketing materials: how do I embed a flyer in an email?Click on the “Insert” tab.Click on “Picture” option.Select the flyer image file.Review the email and flyer.Hit send.

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.

How do I create an email template with attachments?

0:001:42Create and use an Outllook email template with attachments – YouTubeYouTubeStart of suggested clipEnd of suggested clipMake up your email. And under file choose save as we’re not going to save it as a message which isMoreMake up your email. And under file choose save as we’re not going to save it as a message which is the default. Rather they’re going to save it as an Outlook template.

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 to add images to Salesforce?

You can add images to Salesforce templates for special occasions or general use. To add images you first need to upload the image file to Documents. From there you can access the URL address to include in the HTML of the template. Here is how it’s done:

What window updates image properties?

The Document window will update and display the image properties.

How to type a name for an email template?

Type your email template’s name. Use the text box labeled “Email template name” to type a name for the template.

How to merge fields in Salesforce?

Select the “Merge Fields” values below the formatting toolbar. Salesforce merge fields allow you to define something that you would like to be personalized for each person and it creates a code that you will place in your template. When the email is sent out, it will populate those fields with values in the contact’s information page.

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.

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 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.

How to put first name in email?

To do this, select Contact Field under “Select Field Type” and then select First Name under “Select Field”. When those fields are filled in, a code will appear to the right. Copy that code and paste it wherever you want to use the recipient’s name in the email message.