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How to Create Email Templates in Salesforce Lightning Experience

Email Templates in Salesforce Lightning Experience

Sending out emails to hundreds of recipients, subscribers, and customers would be a beast of a job were it not for the existence of email templates. Fortunately, marketers can create an email, save it as a (customizable) template, and reuse it across a campaign(s). 

In this guide, we will show you how to create an email template in Salesforce Lightning Experience. Let’s roll!

Looking before Leaping – Limitations of Salesforce Templates

Before we get down to brass tacks, it is important to realize that Salesforce email templates are not perfect. They have the following limitations:

The point of listing these limitations is to restrain marketers from going overboard with their ambitions when it comes to implementing email marketing in Salesforce. You need to adapt your strategy to the ecosystem in order to achieve the desired results. 

With that in mind, let’s dive into the nitty-gritty of creating email templates in Salesforce Lightning Experience. 

Steps to Enable Salesforce Lightning Email Templates

For the benefit of all kinds of Salesforce users, we are starting from scratch. If you feel you don’t need to know how to enable Lightning email templates, feel free to skip this section. 

Enabling Lightning templates is a twofold process. First, let’s learn how to enable Template Folder sharing so that multiple users can share templates among themselves. 

1. Template Folder Sharing in Salesforce

Log in to your Salesforce account and follow these steps:

2. Enabling Content Builder in Salesforce

In order to enable Content Builder, follow these very simple steps. 

Creating Email Templates in Salesforce Lightning

We’re finally here! Go through the following steps to create email templates in Salesforce Lightning Experience. 

(If you are using Salesforce Sandbox, you might not be able to view the Edit in Builder option. We recommend not creating a new Permission Set in the Sandbox. Instead, choose from the pre-built Permission Set labels and then navigate to System Permissions.)

You are now ready to create your first email template in Salesforce Lightning Experience. Once you are done with your template, just click Save on the upper-right corner, and you’re all set!

Salesforce-recommended Best Practices for Email Marketing

You now know how to create an email template in Salesforce. But, without a strategic scaffolding to support your marketing vision, you couldn’t leverage email to the hilt. 

We’re in Salesforce territory. So, it’s best if we hear what constitutes a successful email campaign from the team itself. Edna Tan, Senior Analyst at Salesforce, identifies a quadrilateral schema (see below) of email marketing success, which includes the following elements:

  1. Relevance and Empathy: Tan recommends email marketers to be hands-on with “what’s happening in the world.” This will allow you to empathize with customers, adapt to their needs, and engage appropriately. 
  2. Segmentation: You must understand your target audience and segment your list to send highly targeted, relevant content. 
  3. Personalization: For Tan, true personalization “goes further than segmentation.” It involves kneading customer data to deliver personalized email experiences. 
  4. Execution: Tan insists on the significance of the review process for flawless execution. The build of every email, in terms of content and design, needs the “review and approval of key stakeholders.”

Chris Munro, Marketing Automation & Data Senior Analyst at Salesforce, draws attention to the importance of “strong branding” in email marketing. 

“… when an email lands in your inbox, it has the same look and feel as the brand’s store or website,” says Chris. “One of the reasons I find this so effective is because it immediately tells me who the brand is and I can just get straight into the content.” 

Basically, Chris is here talking about brand consistency – a very important step toward providing customers a unified experience, and reinforcing trust. 

Now that you are familiar with email templates in Salesforce, you might be tempted to go whole hog right away, and start building complex email journeys. However, as Tan and Chris remind us, over time, multiple complex journeys become too hard to manage. 

The wiser approach would be to plan a comprehensive email journey and then break it up into smaller journeys. “For example, start with a welcome email. Then, add to the journey as you go, rather than trying to build ten emails at once,” suggests Tan. 

Wrapping Up!

We covered a lot of ground in a short space. You now have both the plan and tools at your disposal to create your first email template in Salesforce Lightning. 

If you are a Salesforce rookie, you might have some trouble navigating the platform. But don’t worry! It’s well worth the time and effort. As a marketer, you want to be able to create visually engaging emails with ease. 

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