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

Email Activity Navigation 

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

Email Body and Subject

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

Name, Description, Folder and Save the Email Template 

Note: Insert Use  Icon to select different Email Templates 

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