Create an Email Template
Step 1: Go to "Template"
Go to Template in My Setup.
Enter Campaign Section, click the Template button at the top right corner.
Step 2: Create an Email Template
Click the Create Email Template button at the top right corner.
Step 3: Name The Template
Give a name to the template.
Step 4: Choose The Access Type
Choose the access type of the template.
If the email template is public, other users can use and modify this template as well.
Step 5: Give an Email Subject
Give a subject to the email.
Step 6: Prepare The Email Content
Method 1: Fetch Online Version HTML Code
If you have already created the online version for the email content, load the URL directly.
Remember to choose the appropriate character encoding.
Method 2: Write a HTML Email Directly
You can write a HTML email in the HTML editor.
SalesCatalysts.com provides some free templates to you. You can click the Free Templates button in the HTML editor and choose a template to add your own contents.
Step 7: Insert the Personalized Data Field
Choose the personalized data field and insert it to the appropriate location.
Click the Save button when you have finished.