Questions tagged [email-template]
Salesforce email templates come in a variety of shapes and sizes, ranging from Text to Visualforce. These email templates can be used through Salesforce through approval processes, workflows, etc to send email to users.
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Email Template Content Block Area - Overwrite CSS
I am working on revamping email templates in Marketing Cloud for non-technical marketers to use. I am running into an issue/haven't found a solution for overwriting CSS in content areas that a user ...
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Flow to Look Up multple Account records, copy field from each record to clipboard
I am hoping to find a way that I can achieve the following:
Users are composing an email to a client. They are providing information to the client about one or several Accounts which serve as resource ...
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2
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Can we pass email body in API payload for sending email in salesforce marketing cloud?
I am exploring Salesforce marketing cloud's email APIs but am unable to find any email send API that allows sending email body (HTML content) in the send API like Braze (braze api). Is there any ...
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Getting Error on Subscriber Preview with AMPScript Code in the email
I am getting an error on the subscriber preview section after testing the AMPScript with test DE records in Marketing Cloud.
Below is my code:
%%[
set @Phone = [Phone]
set @Name = [First Name]
...
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Using Content Block of type Layout in a custom HTML template for SFMC
I am working on an email template that uses content blocks. The content blocks are retrieve using some ampscript that loops through a JSON string of contentBlocksIDs.
I also wanted to use content ...
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Getting Error on Fetching Data from two different DE into Email Template in SFMC
I am trying to get the data from two different Data extensions DE A has columns fname, Lname, Contact ID, Email, Phone, Account ID and DE B which is Salesforce object DE has Account ID, Owner ID, ...
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94
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Marketing Cloud - Send email via API
I am completely new to salesforce.
I am developing an application that is supposed at some point to send emails through salesforce marketing cloud, using their APIs.
I've found about triggers and ...
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46
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Preheader doesn't display when arriving in Inbox
I've set up a multiple communication journey which is sending around 10 emails.
For 3 emails out of 10, the preheader is being displayed normally when I receive it in the inbox but for other emails, ...
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Updating Lightning EmailTemplates using REST api
I'm trying to replace links within email templates created by the lightning builder programmatically.
I've managed to get the sobject ID of an email template using the REST api, but when I try to ...
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Approval process for external users (lightning experience)
I have a standard approval process that needs to be approved by external users (experience site). When the approval process is kicks-off, an email is sent to the approver. I am merging the field on ...
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When sending an email attachment from Visualforce, which is best practice - messaging.emailfileattachment or messaging:attachment?
I have a single attachment created using Visualforce to send out via email. I am using a Visualforce email template and specifying the setTemplateId attribute in my Apex class and then using the ...
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Saving a list email template: You're template isn't saved ... Attribute is not allowed
For those of you who are not familiar with the feature: in the Contact list view, there is a button 'Send List Email'. This allows you to send an email to a number of contacts.
While composing the ...
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How to create dynamic email templates in SFMC
Currently, our emails are using content blocks where shared areas like header and footer are called in an email file.
The reason we use content blocks is because if anything changes in these content ...
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How to see the fields which are used in a Visualforce email template
Have a visualforce email template for details on Opportunity closed won - I want to check which fields are being pulled through into the template from the Opportunity record.
Where do I go to find ...
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Issue sending email using flow and email template with merge fields
I have created an email template on User object as below:
Hello,
A user registered successfully with below details:
First Name: {!User.FirstName}
Last Name: {!User.LastName}
Email address: {!User....
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67
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Merge Fields In Email Template Builder
In Case there are fields like Contact Phone Contact Email and Contact Name I have to use these fields in email template builder but these fields are not showing merge fields so how can I use these ...
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Deploying shared EmailFolder with sfdx
I have an Email Folder I want to deploy with sfdx to another org. I did all of the configs in SF and pulled everything.
I tried it with
sfdx force source deploy -p app/default/email/test.emailFolder-...
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Is it possible to show button to display a link on email templates in Salesforce
I have a classic email template where I am sending a link to a survey invitation to users. Due to some privacy laws, the link should only show up on the email, when the user clicks on a button 'Ok to ...
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Converting Currency into USD using AMP script is not working
I tried to convert currency into USD, but instead of converting into USD it's moving to decimal place.
My code is
%%[
Var @num
Set @num = formatcurrency("123.45678", "en-Us")
] %%
...
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1
answer
84
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Multiple If Statements on a HTML Email Template
I'm trying to create a Classic Email Template formula that shows a different value based on what's in the Plan_Name__c field on the Work Order object. I've managed to get one IF statement working but ...
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Sending email through ScreenFlow - problem adding threadId to template
I have created a ScreenFlow that's triggered with a button on a Custom Object (called Tech Issue).
When clicked, user can select multiple Cases amongst the Cases that are linked to said Tech Issue.
...
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158
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What code in SFMC templates triggered the default header and footer and is it required?
In HTML emails (non-template based), it looks like customer HTML is NOT triggering the default header & footer, how come HTML email are able to go out without default header / footer and still ...
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CTA border doesn't render properly with Outlook
I need to create an email with 2 CTA buttons that stay side by side.
The first CTA has black background and the second one has white background. Both buttons have rounded corners (border-radius 6px), ...
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Can I use <messaging:htmlEmailBody> and <messaging:plainTextEmailBody> in the same template?
I wonder if it is possible to use <messaging:htmlEmailBody> and <messaging:plainTextEmailBody> in the same template? Nothing is mentioned about it in the official Visualforce documentation....
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Deploying Lightning Email Templates via Metadata API
I am getting this error when attempting to deploy my Lightning Email Template:
You don't have the right to create Lightning pages of type EmailTemplatePage.
In my deployment I have the .email file and ...
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2
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116
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Visualforce Email Templates -- How do I display images in my use case?
I am making Visualforce email templates for a client. Some of the emails contain a section with recommended products at the bottom, which is just an image and item name displayed in a table in a row. ...
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225
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Can't change 'From' email address when I send a Single Email or Mass Email
A user is not able to change the "From" email address when sending an email in Salesforce UI from standard/custom objects and even the global publisher actions. The field "From" is ...
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218
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How to report on the status of email messages related to a specific record?
I'd like to create a report that presents information such as the EmailMessage.LastOpenedDate and the EmailMessage.Status for emails sent that are related to a specific custom record. When I look in &...
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SOQL query on Email Template is not returning any results
I got a weird error while performing an operation from the Salesforce community. I was saving a record through portal and due to the same a record triggered flow was getting fired. That record ...
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98
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Ampscript for Uppercase hyphenated values
I've been trying to solve an Ampscript code, but keep getting the same results. What am I doing wrong?
For /* Case 1: Uppercase hyphenated */
a) the original value looks like this A-BCDE
b) the ...
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Pull Text Body from a previous Email into new Reminder Notification
i am trying to understand if its possible to create an Case follow up Reminder Email Notification (Case Object) which pulls the previous email sent by a customer and stamps that into the new email ...
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CASESAFEID(lookupId) not returning 18char id in Lightning Email Template
I have a Lightning Email Template in which I'm using merge fields of an object, where one of them is a lookup record id (Application__c), and need the 18char version of the ID. I've created a formula ...
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337
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Email button for Custom Object List View
Trying to create an action or button to show on a custom object list view to email selected records.
My goal is to send an email to selected records when I click on a Send an Email button. I get ...
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SendEmail failed.[...] first error: INSUFFICIENT_ACCESS_ON_CROSS_REFERENCE_ENTITY when Messaging.sendEmail via guest user on a site
We have a public site which uses a guest user to execute the logic of all its aura components/classes...
We are facing an issue when this guest user tries to send an email through Messaging.sendEmail(...
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Sending more Email Campaigns (with Templates) from ISV Package
I have a Managed Package in the AppExchange that now should make extensive use of Standard Email Campaigns to engage with customers. We don't want to use a complex and heavy extension like Pardot but ...
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132
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How to fix this Contact "InformalName" error for an email template deploy?
We are getting this error on an sfdx force source deploy to a Developer Edition org of a messaging:emailTemplate that has recipientType="Contact":
Error MyFolder/MyEmailTemplate Salutation, ...
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Is it possible to make the content of an email static using view_email_url in marketing cloud? [duplicate]
I was wondering if there is a way to make the content of the email template using view_email_url static. Currently, I'm using a data extension in a journey that is constantly been updated, so when I ...
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111
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On Click of Lightning:Datatable ,insert email template in lightning-input-rich-text
I am trying to replicate email template selection using LWC. Here is screenshot of what I am bulding sequence 1,2,3,4. First I am getting the orgwide email adress and that is shown in a combobox as a ...
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390
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Make merge fields work inside the email template in for loops
I have a requirement where I am sending email via batch class. I have created an email template and I want to send data to the merge fields of the template from the code that I am writing.
Since the ...
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How to store the body of an Email Template in a variable in a Salesforce flow?
I have created a flow which sends out an email alert. After the email is sent, it creates a new Task record where in the Description field, I need to show the body of the email that was sent to the ...
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99
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Send the data from Salesforce into the email sent from Journey builder
I am trying to send an email whenever the case is closed in the Sales cloud. Below is the picture:
Now I am trying the pass the CaseId into the email sent from the journey because this email has the ...
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Can't see my email template
I have Classic email template, and its work when I test to send
but unfortunatelly I can't see this template if I try to use it from Record Page, like this following image
I thought its because the ...
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How to add an Organization Wide Email Address to the Invite Applicant component for Grant Management!
As we know the Invite Applicant button on a Funding Request Page, when clicked will send an email to the applying contact and the senders email address is the current users email by default, I would ...
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Can't fill lightning input rich text with email template body LWC
I'm developing an LWC which sends an email on a case detail page. The subject and the body of the email is automatically filled by subject and description of the case. I want also to be able to ...
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Troubleshooting simple IF/Then Ampscript Statemend SFMC (Dynamic Header)
I am trying to figure out why I keep getting an error with my Ampscript code block? I'm new to Ampscript, so apologize for a newbie question, but can someone please take a look at this and see if I ...
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131
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2gp error when installing unlock package into empty sandbox: Complains re existent Email Template in unfiled-public folder
We've created first version of our unlocked 2gp package.
Bunch of custom email templates have been packaged as a part of unfiled$public folder (including MyCustomPackagedEmailTemplate one).
Now when ...
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Getting Unncecessary whiteline space in the iCal attachment in Visualforce email template
I have a visualforce email template which has a Ical/Calender notification attachment
,which body is handled in a visualforce component.
Afte downloading the iCal attachment and opening in a notepad i ...
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539
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Send Lead details using email template to specific user email address when lead is created
I have a simple web-to-lead that works as expected. What I want to do is send a copy of the form details if the lead meets a certain condition. Condition being:
LeadSource = "example".
The ...
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97
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Salutation formula - fallback not working in emails
I have a formular field with a simple formular in it (really? :) and it is used in various email templates.
If( ISPICKVAL(Salutation, "Mr."),"Sehr geehrter Herr " & LastName ,
...
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Visualforce style templates or builder?
I'd like to stylize a visualforce email but am not versed enough in html - is there a drag and drop application or site that can help?
Basic Needs
Header
Footer
Table
Bold
Font size
Background color
