Customization

How to Create Email Templates in AscendixRE

Tagged with: FAQ, Email

Email Template usage allows you to automate the mailing process, increase its productivity and consistency. With AscendixRE for Salesforce, you can create Email Templates with merged fields right from the record page.

To do that:

Step 1. Select any Object from Navigation Bar (we’ve selected Property for the example), go to Activity Tab and select Email

AscendixRE Email Activity Navigation

Email Activity Navigation

Step 2. Create content in the Body of the Email and name the Email Template in a Subject

AscendixRE Message Subject and Body

Email Body and Subject

Step 3. Select Insert Icon and choose “Save as a new template”

AscendixRE Save New Template

Saving a new Template

Step 4. Name the template, add a description and choose Public or Private folder in a Folder section

Step 5. Save

AscendixRE New Template Name Description and Folder

Name, Description, Folder and Save the Email Template

Note: Insert Use  Icon to select different Email Templates

AscendixRE Insert Email Template

Inserting an Email Template

That’s it!

Looking to mass email your records? Watch this video:

Also, check our Salesforce Mass Email Guide: Functionality, Limits, And Alternatives