There are a number of benefits of using email templates. It not only helps in saving a lot of time but it also helps in increasing overall conversion rate as everyone in the company starts using highly converting template. Salesforce is one of the most popular customer relationship management applications and you can easily learn how to create email template in salesforce.
One of the biggest benefits of creating new e-mail templates in the Salesforce application is that the template automatically integrates with the leads and is auto-logged in the software. These e-mail templates can also be shared with other team members on Salesforce.
The Benefits
Another big benefit of using templates is that managers can ensure that employees use only the highest performing e-mail template on a consistent basis to ensure that the right messages get across to the customers. As far as creating an e-mail template in the app is concerned, it is extremely easy. In fact, one of the reasons of huge popularity of Salesforce is that it is very intuitive to use.
Learning How to Create Email Template in Salesforce
To create an e-mail template from scratch in the app, you need to login into the application and click on the setup button which is in the top right corner of the account. Inside the setup, you need to select the creation of a new e-mail template option.
Clicking this option will provide you with a list of all the e-mail templates already in the system. You have the option of editing the pre-existing e-mail templates or you can create a new one from scratch. For creating new template from scratch, you need to click on the new template option.
You will have the option to create several different types of e-mail templates including text, HTML with the letterhead, HTML without letterhead and Visualforce. You need to choose a folder where this template will be saved. If this template is saved in the Unified public e-mail template folder, it will allow everyone across the company to use the template. However, you can also save this template in the personal e-mail templates folder where it will be available only for your own use.
In order to learn how to create email template in salesforce in detail, you will also need to give a name to the template and choose the encoding to be in your time zone. You may also choose a description but it is not necessary. In this body field, you will type in the copy. If you do not have a premade copy for the template, there are a number of Salesforce optimized e-mail templates available on the Internet.
In Conclusion
In these e-mail templates, there are a number of merge fields that can be used for automatically customizing the template based on the data already there. To customize the template, you need to select the field type and this field type value needs to be put in the body of the e-mail. To use this newly created e-mail template, you need to go to the contact page and click on the send email button.
This is the process that explains how to create email template in Salesforce. Even though the process is intuitive and easy to follow, you can always look for help on the Internet in case you are having troubles with any particular field.