How To Create Email Templates In AscendixRE

    Learn how to create email templates that allow you to automate the mailing process, increase productivity and consistency

    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 2Create 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