- Depending on your Salesforce account\/version, there is a limit to the number of email templates that you can create.
<\/li> - The file size for attachments and images also depends on the Salesforce version.
<\/li> - The Salesforce version determines the number of merge fields you can use for every email template.
<\/li> - The platform edition specifies the character limit in the email body, subject line, and so on.
<\/li> - HTML templates in Salesforce may come with certain formatting limitations in the interest of improving security.
<\/li> - In terms of email design, Salesforce offers customization options; however, do consult dedicated design platforms if you need to create highly complex email templates.
<\/li> - Because of innate limitations in displaying dynamic content, you cannot enable advanced personalization in Salesforce. <\/li><\/ul>\n\n\n\n
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<\/a>. You need to adapt your strategy to the ecosystem in order to achieve the desired results. <\/p>\n\n\n\n
With that in mind, let\u2019s dive into the nitty-gritty of creating email templates in Salesforce Lightning Experience. <\/p>\n\n\n\n
Steps to Enable Salesforce Lightning Email Templates<\/h2>\n\n\n\n
For the benefit of all kinds of Salesforce users, we are starting from scratch. If you feel you don\u2019t need to know how to enable Lightning email templates, feel free to skip this section. <\/p>\n\n\n\n
Enabling Lightning templates is a twofold process. First, let\u2019s learn how to enable Template Folder sharing so that multiple users can share templates among themselves. This initial step lays the groundwork for effortlessly creating and utilizing reusable email templates within Salesforce Marketing<\/a> Cloud.<\/p>\n\n\n\n
1. Template Folder Sharing in Salesforce<\/h3>\n\n\n\n
Log in to your Salesforce account and follow these steps:<\/p>\n\n\n\n
- Navigate to Setup and enter Lightning Email Templates in the search box. (Since we are using Lightning Experience, you need to click the gear symbol in the upper-right corner. )
<\/li> - Now, toggle on the Folders and Enhanced Sharing option (see below image<\/em>)<\/li><\/ul>\n\n\n\n
![\"folder](\"https:\/\/email.uplers.com\/blog\/wp-content\/uploads\/2024\/02\/folder-sharing.png\")
<\/figure><\/div>\n\n\n\n2. Enabling Content Builder in Salesforce<\/h3>\n\n\n\n
In order to enable Content Builder, follow these very simple steps. <\/p>\n\n\n\n
- Search Permissions in the search box. Create a new Permission Set, as shown below.<\/li><\/ul>\n\n\n\n
![\"new](\"https:\/\/email.uplers.com\/blog\/wp-content\/uploads\/2024\/02\/Permission_set.png\")
<\/figure><\/div>\n\n\n\n- Navigate to System Permissions toward the bottom of the screen.<\/li><\/ul>\n\n\n\n
![\"System](\"https:\/\/email.uplers.com\/blog\/wp-content\/uploads\/2024\/02\/System-permissions.png\")
<\/figure><\/div>\n\n\n\n- Choose Access drag-and-drop content builder. Then, click Save.<\/li><\/ul>\n\n\n\n
![\"Choose](\"https:\/\/email.uplers.com\/blog\/wp-content\/uploads\/2024\/02\/choose_drag-and-drop-builder.png\")
<\/figure><\/div>\n\n\n![\"Salesforce\"](\"https:\/\/email.uplers.com\/blog\/wp-content\/uploads\/2023\/10\/Build-result-oriented-email-marketing-campaigns-with-ease-on-Salesforce.jpg\")
<\/a><\/div><\/div>\n\n\n\nCreating Email Templates in Salesforce Lightning<\/h2>\n\n\n\n
We\u2019re finally here! Go through the following steps to create email templates in Salesforce Lightning Experience. <\/p>\n\n\n\n
- Navigate to the App Launcher and find Templates in the menu, as shown below. <\/li><\/ul>\n\n\n\n
![\"App](\"https:\/\/email.uplers.com\/blog\/wp-content\/uploads\/2024\/02\/App-launcher.png\")
<\/figure>\n\n\n\n- Choose Email Templates. Click New Email Template toward the upper-right corner of the screen. You should see the following dialog box.<\/li><\/ul>\n\n\n\n
![\"New](\"https:\/\/email.uplers.com\/blog\/wp-content\/uploads\/2024\/02\/create-new-template-1.png\")
<\/figure><\/div>\n\n\n\n- Fill in the relevant fields as shown above. Once completed, click Save.
<\/li> - You should see the Edit in Builder option, as shown in the following screenshot. If you don\u2019t see the option, it means that the new setting is yet to be updated. <\/li><\/ul>\n\n\n\n
![\"edit](\"https:\/\/email.uplers.com\/blog\/wp-content\/uploads\/2024\/02\/edit-in-builder.png\")
<\/figure><\/div>\n\n\n\n- Click Edit in Builder. You should see the Template Builder, as shown in the screenshot below. This is where all the action takes place.<\/li><\/ul>\n\n\n\n
![\"edit](\"https:\/\/email.uplers.com\/blog\/wp-content\/uploads\/2024\/02\/template_builder.png\")
<\/figure><\/div>\n\n\n\n- In our last section, we showed you how to enable the Content Builder. The left-hand side of the Email Template builder<\/a> consists of all the drag-and-drop components. On the right, you can edit the details of each component. <\/li><\/ul>\n\n\n\n
(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.)<\/p>\n\n\n\n
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\u2019re all set!<\/p>\n\n\n\n
Salesforce-recommended Best Practices for Email Marketing<\/h2>\n\n\n\n
You now know how to create an email template in Salesforce. But, without a strategic scaffolding to support your marketing vision, you couldn\u2019t leverage email to the hilt. <\/p>\n\n\n\n
We\u2019re in Salesforce territory. So, it\u2019s best if we hear what constitutes a successful email campaign from the team itself. Edna Tan, Senior Analyst at Salesforce, identifies<\/a> a quadrilateral schema (see below) of email marketing success, which includes the following elements:<\/p>\n\n\n\n
![\"quadrilateral](\"https:\/\/email.uplers.com\/blog\/wp-content\/uploads\/2024\/02\/quadrilateral-schema.png\")
<\/figure><\/div>\n\n\n\n- Relevance and Empathy<\/strong>: Tan recommends email marketers to be hands-on with \u201cwhat\u2019s happening in the world.\u201d This will allow you to empathize with customers, adapt to their needs, and engage appropriately. <\/li>
- Segmentation<\/strong>: You must understand your target audience and segment your list to send highly targeted, relevant content. <\/li>
- Personalization<\/strong>: For Tan, true personalization \u201cgoes further than segmentation.\u201d It involves kneading customer data to deliver personalized email experiences. <\/li>
- Execution<\/strong>: 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 \u201creview and approval of key stakeholders.\u201d<\/li><\/ol>\n\n\n\n
- Segmentation<\/strong>: You must understand your target audience and segment your list to send highly targeted, relevant content. <\/li>
- Relevance and Empathy<\/strong>: Tan recommends email marketers to be hands-on with \u201cwhat\u2019s happening in the world.\u201d This will allow you to empathize with customers, adapt to their needs, and engage appropriately. <\/li>
- In our last section, we showed you how to enable the Content Builder. The left-hand side of the Email Template builder<\/a> consists of all the drag-and-drop components. On the right, you can edit the details of each component. <\/li><\/ul>\n\n\n\n
- Click Edit in Builder. You should see the Template Builder, as shown in the screenshot below. This is where all the action takes place.<\/li><\/ul>\n\n\n\n
- Fill in the relevant fields as shown above. Once completed, click Save.
- Choose Email Templates. Click New Email Template toward the upper-right corner of the screen. You should see the following dialog box.<\/li><\/ul>\n\n\n\n
- Navigate to the App Launcher and find Templates in the menu, as shown below. <\/li><\/ul>\n\n\n\n
- Choose Access drag-and-drop content builder. Then, click Save.<\/li><\/ul>\n\n\n\n
- Navigate to System Permissions toward the bottom of the screen.<\/li><\/ul>\n\n\n\n
- Search Permissions in the search box. Create a new Permission Set, as shown below.<\/li><\/ul>\n\n\n\n
- Navigate to Setup and enter Lightning Email Templates in the search box. (Since we are using Lightning Experience, you need to click the gear symbol in the upper-right corner. )