Master Crafting Email Templates in Salesforce with Ease

Crafting email templates within Salesforce can streamline processes and minimize workload for marketers as well as individuals outside of marketing. Salesforce provides two user interfaces, Classic and Lightning, each equipped with unique features and capabilities. In the Classic version, users can utilize templates such as text, HTML with Classic Letterhead, custom HTML, and Visualforce. Meanwhile, the Lightning version presents advanced customization opportunities, including dynamic content, rich text, merge fields, and drag-and-drop functionality for editing.

Key Takeaways:

• Create email templates in Salesforce to streamline your communication process.
• Choose between Classic and Lightning interfaces based on your needs and preferences.
• Classic templates offer various options, including text, HTML with Classic Letterhead, custom HTML, and Visualforce.
• Lightning templates provide advanced features like enhanced customization options, dynamic content, and drag-and-drop editing.
• Consider best practices and tools like Revenue Grid to optimize your Salesforce email templates.

Salesforce Classic Email Templates

When it comes to creating email templates in Salesforce, both Classic and Lightning interfaces provide users with a wide range of options. In this section, we will focus on Salesforce Classic email templates and the various template types they offer.

Salesforce Classic email templates include:

1. Text templates
2. HTML with Classic Letterhead templates
3. Custom HTML templates
4. Visualforce templates

Text templates are a simple and straightforward option for creating emails in Salesforce Classic. They allow you to create plain text emails without any visual elements or formatting.

HTML with Classic Letterhead templates provide a more customizable option by allowing you to include predefined header and footer designs. This ensures consistent branding and design across all your emails.

For those with knowledge of HTML and CSS, custom HTML templates offer complete customization options. These templates allow you to create fully customized emails with your own HTML and CSS code, giving you control over every aspect of the design.

Lastly, Visualforce templates are perfect for those looking for highly customizable content. Using the Visualforce markup language, you can create templates with dynamic and interactive elements, making your emails more engaging and personalized.

With these options, Salesforce Classic email templates provide flexibility and versatility in designing and sending personalized emails to your recipients.

Salesforce Lightning Email Templates

Salesforce Lightning email templates are a powerful tool available exclusively in the Lightning interface. These templates offer advanced features and customization options that enable users to create visually appealing and personalized email communications. Let’s explore some of the key features of Salesforce Lightning email templates:

Enhanced Letterhead for Branding

One of the standout features of Salesforce Lightning email templates is the enhanced letterhead option. With enhanced letterhead, you can create professional-looking email templates that align with your brand’s visual identity. Add your company logo, customize the header and footer designs, and create a consistent brand experience for your recipients.

Dynamic Content for Personalization

Personalization is essential for effective email communication. Salesforce Lightning email templates allow you to incorporate dynamic content into your emails, ensuring that each recipient receives a personalized message. You can use merge fields to dynamically populate information such as recipient names, account details, or other relevant data from your Salesforce database.

Merge Fields for Customization

Speaking of merge fields, Salesforce Lightning email templates provide a convenient way to insert merge fields into your emails. Merge fields act as placeholders that are replaced with actual data when the email is sent. This allows for greater customization and personalization, making your communications more relevant to your audience.

Rich Text and Drag-and-Drop Editing

Salesforce Lightning email templates offer a user-friendly drag-and-drop editor that makes template creation and editing a breeze. With the drag-and-drop editor, you can easily add and arrange different elements within your template, such as text, images, buttons, and more. Additionally, the rich text editing capabilities allow you to format your content and make it more visually appealing.

Here’s a visual representation of the features offered by Salesforce Lightning email templates:

With Salesforce Lightning email templates, you have the power to create engaging and personalized email communications that resonate with your audience. The enhanced features, such as enhanced letterhead, dynamic content, merge fields, and drag-and-drop editing, make template creation a seamless and efficient process.

Now that we have explored Salesforce Lightning email templates, let’s move on to Section 4, where we will dive into Salesforce Email Template Builder and its capabilities.

Salesforce Email Template Builder

The Salesforce Email Template Builder is a powerful visual tool that simplifies the process of creating email templates. With this user-friendly interface, you can design professional-looking emails without any coding knowledge. In this section, we will explore the two main methods for creating templates: using HTML code or utilizing the drag-and-drop functionality with ready-to-use modules.

Building Templates with HTML Code

If you are familiar with HTML and coding, you can unleash your creativity by creating custom email templates using the HTML code option. This method allows for complete customization and flexibility. You can craft unique designs and incorporate advanced features by directly manipulating the HTML markup.

However, it’s important to note that this method requires a good understanding of HTML and coding principles. In addition, thorough testing is recommended to ensure the template renders correctly across various email clients and devices.

Drag-and-Drop with Ready-to-Use Modules

For those who prefer a more intuitive and effortless approach, the drag-and-drop method is the perfect solution. The Salesforce Email Template Builder provides a wide range of pre-built modules that you can simply drag and drop into your template. These modules include various components such as text, images, buttons, dividers, and more.

This method is especially ideal for non-coders who still want to create visually stunning and professional-looking email templates. With the drag-and-drop feature, you can easily arrange and customize the modules to suit your specific needs.

Whether you choose to build your email templates with HTML code or utilize the drag-and-drop functionality, the Salesforce Email Template Builder empowers you to create stunning and effective email communications with ease.

Creating Salesforce Email Templates with HTML Code

When it comes to crafting Salesforce email templates, using HTML code provides you with complete control over the design and customization of your templates. By directly adding the HTML source code to your Lightning Experience, you can create visually appealing and engaging email templates. However, this method requires familiarity with HTML and coding.

With HTML code, you can update various elements of your email template, such as text, images, links, and fonts, using the rich text editor. This allows you to create unique and personalized templates that align with your branding and communication goals. By leveraging the power of HTML, you can design templates that leave a lasting impression on your recipients.

However, there are some limitations when creating Salesforce email templates with HTML code:

• Default fonts: You are limited to the default fonts available in Salesforce. While you can style the text using HTML and CSS, you may not have access to a wide range of fonts.
• Mobile view settings: You have limited control over the mobile view settings of your email templates. It is important to test the responsiveness of your templates on different devices to ensure optimal viewing experience.

Despite these limitations, creating Salesforce email templates with HTML code allows you to unleash your creativity and design templates that truly reflect your brand’s identity. Let’s take a look at an example of an email template created with HTML code:

Subject Line:	Join Us for our Volunteer Event!
Header:
Body:	Hello [Contact Name], We are excited to invite you to our upcoming volunteer event. Join us on [Event Date] at [Event Location]. Together, we can make a difference in our community. Please RSVP by [RSVP Date] to secure your spot. We look forward to seeing you there! Best regards, The [Organization Name] Team

Note: The above table is an example of how an email template might be structured using HTML code. Actual templates will vary depending on your specific needs and design preferences.

If you have a good understanding of HTML and coding, creating Salesforce email templates with HTML code can give you the freedom to design templates that truly stand out. However, if coding is not your forte, don’t worry! Salesforce also offers a drag-and-drop method for creating email templates, which we will explore in the next section.

Creating Salesforce Email Templates with Drag & Drop

Salesforce Lightning email templates provide users with the option to create templates using a convenient drag-and-drop method. With the Lightning Editor’s in-built email builder, you can easily customize your templates without any coding knowledge. By leveraging ready-to-use modules, you can quickly design professional and visually appealing email templates.

Using the drag-and-drop approach, you can select blocks from the library and seamlessly arrange them in your template. The intuitive interface allows you to perform a simple drag-and-drop maneuver to position each element precisely where you want it. This method eliminates the need for manual coding and enables non-coders to effortlessly create stunning email templates.

However, it’s important to note that while drag-and-drop functionality offers ease of use, there are certain limitations to consider. For example, the level of customization may be restricted compared to templates created using HTML code. Additionally, the rendering of the template may encounter errors or inconsistencies, especially when it comes to controlling mobile view settings.

To visually demonstrate the drag-and-drop method, refer to the example template below.

Block Type	Description
	A visually appealing header with an eye-catching image
“Welcome Message” Text Block	A warm greeting introducing the recipient to the content of the email
“Featured Product” Image Block	An enticing image showcasing a product or service with accompanying description
“Call to Action” Button Block	A clear and compelling button prompting the recipient to take action
“Contact Information” Text Block	Your organization’s contact details for easy accessibility

By leveraging the drag-and-drop method in the Lightning Editor’s in-built email builder, you can efficiently create personalized and visually captivating Salesforce email templates. While it may have some limitations in terms of customization and rendering, it is an excellent solution for non-coders seeking a user-friendly tool for template creation.

Best Practices for Salesforce Email Templates

Creating effective Salesforce email templates requires attention to several best practices to ensure optimal performance and user experience. By adhering to these guidelines, you can enhance engagement, deliver impactful messages, and drive successful email campaigns. Implement the following recommendations to maximize the impact of your Salesforce email templates:

1. Standard Width

Keep the width of your email templates between 600px-800px. This range ensures compatibility with various email clients and allows for consistent display across different devices. A standard width provides a visually appealing layout and prevents the need for horizontal scrolling.

2. Responsiveness

Add responsiveness to your email templates by incorporating media queries. Responsive design ensures that your emails adapt to different screen sizes and devices, delivering a seamless experience for recipients. Test your templates on multiple devices to verify responsiveness and make adjustments as needed.

3. Font Size and Spacing

Choose font sizes that are easy to read on both desktop and mobile devices. Opt for a minimum font size of 14 pixels for body text to ensure legibility. Use appropriate line spacing to improve readability and make the content more visually appealing.

4. Image Usage

Avoid excessive use of images in your email templates. While images can enhance the visual appeal, relying too heavily on them can impact load times and deliverability. Additionally, include descriptive alt text for images to ensure accessibility and provide alternative content in case images don’t load.

5. Font Selection

Use cross-platform fonts in your templates to ensure consistent rendering across various email clients and devices. Stick to standard web-safe fonts or embed custom fonts using CSS techniques for better control over typography.

6. Avoid JavaScript-dependent Elements

Avoid using elements in your email templates that require JavaScript functionality. JavaScript-dependent elements may not function correctly in all email clients or may be disabled by recipients, leading to a subpar user experience. Stick to HTML and CSS for compatibility and reliability.

7. Test Templates Before Sending

Before sending your email templates, thoroughly test them across different email clients, devices, and screen sizes. Test for rendering issues, broken links, and overall usability. This ensures that your templates are optimized for a wide range of recipients and devices.

8. Include Social Media Links and Unsubscribe Options

Enhance the engagement of your email templates by including social media links that allow recipients to easily connect with your brand on different platforms. Additionally, include an unsubscribe option to comply with email marketing regulations and provide recipients with the ability to opt-out of future communications.

By following these best practices, you can create Salesforce email templates that are visually appealing, engaging, and deliver impactful messages to your target audience.

Improve Salesforce Email Templates with Revenue Grid

Revenue Grid is a powerful revenue intelligence platform that seamlessly integrates with Salesforce, offering a range of features to elevate your Salesforce email templates. With Revenue Grid, you can enhance the effectiveness of your emails and streamline your communication process to drive better engagement and conversions.

One of the key advantages of Revenue Grid is the ability to send emails and sales sequences directly from Salesforce, leveraging your personal email address. This integration ensures that your emails are sent from a familiar and trusted address, increasing the chances of them being opened and read.

Editing sales sequences becomes a breeze with Revenue Grid’s mass actions functionality. You can easily make changes to multiple sequences at once, saving valuable time and effort. Customize your sequences to suit your specific requirements and optimize your email campaigns for maximum impact.

With the engagement planner feature, Revenue Grid automates the process of adding leads to sequences. Based on predefined criteria, leads are automatically included in relevant sequences, enabling you to efficiently nurture your prospects and move them through the sales funnel.

The Email Sidebar Add-on/Chrome Extension further enhances your Salesforce email experience. This convenient tool provides quick access to your emails, allowing you to view and respond to messages directly within Salesforce. The extension offers a seamless integration with your personal email client, eliminating the need to switch between different platforms.

By leveraging Revenue Grid, you can optimize your Salesforce email templates, improving their effectiveness and driving better results. The platform’s integration with Salesforce, ability to utilize personal email addresses, and features like mass actions, engagement planner, and Email Sidebar Add-on/Chrome Extension combine to enhance your email communication capabilities and maximize your sales outcomes.

Conclusion

Creating email templates in Salesforce can greatly streamline your communication efforts and ensure consistent messaging across your audience. With the features offered in Salesforce Classic, Lightning, and the Email Template Builder, you have a range of options to customize and personalize your emails. By following best practices and leveraging tools like Revenue Grid, you can further enhance the effectiveness of your Salesforce email templates.

Whether you choose to create templates using HTML code or the drag-and-drop method, Salesforce provides a user-friendly interface for designing visually appealing emails. Remember to consider factors such as standard width, responsiveness, font sizes, and image usage to optimize the readability and engagement of your templates.

Testing your email templates before sending them will help identify any rendering issues and ensure they deliver the intended impact. Additionally, integrating external tools like Revenue Grid can offer advanced features like engagement planning, mass actions, and the ability to send emails using your personal email address, further enhancing your Salesforce email template experience.

By harnessing the power of Salesforce and incorporating best practices, you can save time, enhance communication, and deliver impactful emails to your audience. Start creating your Salesforce email templates today and unlock the potential of efficient and effective communication.

Erik

Erik – Email, SEO, AI Expert Writer Erik is the strategist, the thinker, and the visionary. His role at Influenctor is pivotal in integrating SEO with AI-driven content strategies. With an extensive background in email marketing and a profound understanding of search engine algorithms, Erik develops innovative strategies that elevate our client’s online presence. His work ensures that our content is seen, felt, and remembered.