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Lightning: Configuring Email Templates
Lightning: Configuring Email Templates

This article was created from a Google Doc.

Updated over 4 months ago

Click the gear icon

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Click Setup

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Search "Classic Email Templates"

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Click "Classic Email Templates"

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Select "Jasmine Email Templates" Folder

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Select the Email Template to edit by clicking the template name

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Click the "Edit HTML Version" button to edit the template

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Use the editor to update the email template

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Use Merge Fields to pull data from the database to be added to the email when sent. Then copy and paste the code into the email template.

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Use the Attachments' section to attach files (ie. PDFs, Docs, etc.) to the email template.

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Click Save when done.
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