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How to Edit Welcome Email Templates: https://help.pm.leapevent.tech/a/1980398
Welcome email templates, called welcome templates, go to your patrons if they fill out one of your PatronManager Signup Forms.
In this article, we'll go over:
- How to find the email template you want to edit
- How to edit a Welcome Template
- The original template code
Depending on how many changes you're making, this process will take anywhere from 10-45 minutes.
Need to create a new welcome template instead? Check out our instructions here.
Finding the email template
Welcome email templates are all Classic Email Templates and live in Setup.
1. Click on the gear icon, and go to Setup
2. Search for "email template" in the quick find box, and click on Classic Email Templates
3. Select the folder with your email template
These different folders categorize your email templates. Packaged Welcome Email Templates are found in the Welcome Templates folder, which contains:
- Contact Form Welcome Template or Signup Form Welcome Template
- This template will have one of these names in your account
Any custom templates users at your organization have created may likely also be found in this folder! If you can't find it, try checking the Unfiled Classic Email Templates and My Personal Email Templates folders.
Please note that we highly advise against saving templates in the My Personal Email Templates folder, as it will prevent other Users from accessing it.
Need help figuring out which email you want to edit? We've got an explanation of when each email sends for you.
Once you know which Classic Email Template you need, edit it!
1. Select the email template you want to edit
2. When you click on a template, you'll see the basic properties of the template in the first section
While you can edit some of these properties, you shouldn't need to.
3. Click Edit HTML Version
4. Add or adjust the text in this HTML version
You can change the subject line and edit the HTML body text.
5. Add any merge fields you want (optional)
You can personalize the emails you send by adding merge fields. This Email Template will pull information directly from the Contact record and place it on the email going out to your patrons.
For Welcome Templates, you can only use fields from the:
- Contact
- Organizational Information
Other objects' fields will not populate in your email.
5.1. Select the object that your field lives on
For example, If you want to include a Contact's last name, select Contact Fields from the dropdown menu.
5.2. Find the name of the field you want to include
5.3. Copy the merge field and paste it into your Email Template
6. Tweak the text formatting
Text formatting is not available in the Plain Text version.
| Text Formatting | Start Tag | End Tag |
|---|---|---|
| Bold | <b> | </b> |
| Italics | <i> | </i> |
| Underline | <u> | </u> |
| New Paragraph | <p> | </p> |
| Line Break | <br/> | No end tag |
Place the words you want formatted in between the start and end tag. For example, if I wanted the words "We can't wait to see you!'" to be bolded, I would format it like so:
<b>We can't wait to see you!</b>
Not familiar with this concept and want more in depth instruction? We recommend this website to start experimenting with basic HTML text formatting.
If you're interested in changing text color or the font, check out this website.
7. Add images that you want (optional)
To add an image to your email template, you'll need to switch back to Salesforce Classic and follow these instructions.
8. When you're finished, click Save
9. Click Edit Text Version
10. Add or adjust the text in this text version
You can edit the Text Body.
If you want to use the same text from your HTML version, you can click Copy text from HTML version to so do.
You can add in merge fields in the Text Version, just like you can in the HTML Version, using these instructions.
11. When you're finished, click Save
12. Preview your work with the "Send Test and Verify Merge Fields" button
Click the "Send Test and Verify Merge Fields" button.
This brings up a popup window where you can choose a Contact and Account. It doesn't matter what Contact you pick, as the patron will not receive your test email.
You can enter your own email address to send the test email to yourself, or just view it in the screen here.
Once you click OK to confirm, you can view the HTML and Text version right on your screen.
Need to revert back to the default? Here is the original code
HTML Version
<html>
<body>
Dear {!Contact.FirstName},
<br/><br/>
Thank you for joining our email list.
<br/><br/>
Sincerely,
<br/>
{!Organization.Name}
</body>
</html>Text Version
Dear {!Contact.FirstName},
Thank you for joining our email list.
Sincerely,
{!Organization.Name}