{"id":281,"date":"2020-12-24T12:43:06","date_gmt":"2020-12-24T11:43:06","guid":{"rendered":"https:\/\/transferttexei.wordpress.com\/2021\/08\/11\/day-24-how-to-create-an-engaging-email-with-the-email-template-builder-feature\/"},"modified":"2024-04-17T16:45:45","modified_gmt":"2024-04-17T14:45:45","slug":"day-24-how-to-create-an-engaging-email-with-the-email-template-builder-feature","status":"publish","type":"post","link":"https:\/\/texei.com\/en\/salesforce-news\/day-24-how-to-create-an-engaging-email-with-the-email-template-builder-feature\/","title":{"rendered":"Day 24: How to create an engaging email with the Email template builder feature\u2026"},"content":{"rendered":"\r\n<p>Today, I present to you the email template builder feature! I think it is a big step forward for those who manage emails in Salesforce Sales and\/or Pardot. We are now able to create easily engaging and efficient emails with Salesforce.<\/p>\r\n\r\n\r\n\r\n<p>Let\u2019s have a look\u00a0:)<\/p>\r\n\r\n\r\n\r\n<h2 class=\"wp-block-heading\">How it\u00a0works<\/h2>\r\n\r\n\r\n\r\n<p>Firstly, we can notice that it is a Drag-and-Drop solution. It has the same structure that any Lightning Page: for an admin, it is very easy to find what you want.<\/p>\r\n\r\n\r\n\r\n<figure class=\"wp-block-image size-full wp-caption\"><img fetchpriority=\"high\" decoding=\"async\" width=\"800\" height=\"400\" class=\"wp-image-2251\" src=\"https:\/\/texei.com\/dev\/wp-content\/uploads\/2021\/08\/0_z-oJVsv9WTfsN2Kj.png\" alt=\"\" srcset=\"https:\/\/texei.com\/dev\/wp-content\/uploads\/2021\/08\/0_z-oJVsv9WTfsN2Kj-200x100.png 200w, https:\/\/texei.com\/dev\/wp-content\/uploads\/2021\/08\/0_z-oJVsv9WTfsN2Kj-300x150.png 300w, https:\/\/texei.com\/dev\/wp-content\/uploads\/2021\/08\/0_z-oJVsv9WTfsN2Kj-400x200.png 400w, https:\/\/texei.com\/dev\/wp-content\/uploads\/2021\/08\/0_z-oJVsv9WTfsN2Kj-600x300.png 600w, https:\/\/texei.com\/dev\/wp-content\/uploads\/2021\/08\/0_z-oJVsv9WTfsN2Kj-768x384.png 768w, https:\/\/texei.com\/dev\/wp-content\/uploads\/2021\/08\/0_z-oJVsv9WTfsN2Kj.png 800w\" sizes=\"(max-width: 800px) 100vw, 800px\" \/>\r\n<figcaption>1: Component tab, 2:Canvas, 3: properties panel<\/figcaption>\r\n<\/figure>\r\n\r\n\r\n\r\n<p>It is also very simple to add a button, change a text, add an image. Or choose the background of an email (a color or an image).<\/p>\r\n\r\n\r\n\r\n<p>If you want to add a button, the coolest thing is that you can use merge fields based on any fields on salesforce related to your recipient. For instance, if you want to engage your lead with a personalized button \u201c<em>Hey Virginie, click on it<\/em>!\u201d, it is totally possible\u00a0:)<\/p>\r\n\r\n\r\n\r\n<p>Of course, merge fields can be used in rich text components as well.<\/p>\r\n\r\n\r\n\r\n<p>As you can see on the following image, you can easily create multiple columns: it was not so simple before. Just a few clicks and you can structure your email as you wish.<\/p>\r\n\r\n\r\n\r\n<p>Moreover, your email will be totally <strong>responsive<\/strong>! *\\O\/*<\/p>\r\n\r\n\r\n\r\n<figure class=\"wp-block-image size-full wp-caption\"><img decoding=\"async\" width=\"800\" height=\"428\" class=\"wp-image-2252\" src=\"https:\/\/texei.com\/dev\/wp-content\/uploads\/2021\/08\/0_eGiOqzOE_cCGgqI1.png\" alt=\"\" srcset=\"https:\/\/texei.com\/dev\/wp-content\/uploads\/2021\/08\/0_eGiOqzOE_cCGgqI1-200x107.png 200w, https:\/\/texei.com\/dev\/wp-content\/uploads\/2021\/08\/0_eGiOqzOE_cCGgqI1-300x161.png 300w, https:\/\/texei.com\/dev\/wp-content\/uploads\/2021\/08\/0_eGiOqzOE_cCGgqI1-400x214.png 400w, https:\/\/texei.com\/dev\/wp-content\/uploads\/2021\/08\/0_eGiOqzOE_cCGgqI1-600x321.png 600w, https:\/\/texei.com\/dev\/wp-content\/uploads\/2021\/08\/0_eGiOqzOE_cCGgqI1-768x411.png 768w, https:\/\/texei.com\/dev\/wp-content\/uploads\/2021\/08\/0_eGiOqzOE_cCGgqI1.png 800w\" sizes=\"(max-width: 800px) 100vw, 800px\" \/>\r\n<figcaption>The experience is very similar to many features in Salesforce. So it is very intuitive for someone who knows the platform well.<\/figcaption>\r\n<\/figure>\r\n\r\n\r\n\r\n<h2 class=\"wp-block-heading\">Main use\u00a0cases<\/h2>\r\n\r\n\r\n\r\n<h3 class=\"wp-block-heading\"><strong>On the one hand, the Sales user use\u00a0case<\/strong><\/h3>\r\n\r\n\r\n\r\n<p>Sales users can use the email template builder by clicking on the \u201c<strong>Email template<\/strong>\u201d tab. It&#8217;s available for Sales Cloud from the App Launcher.<\/p>\r\n\r\n\r\n\r\n<p>Once the email template has been created, the Sales user can find it when he\/she writes an email on a contact or a lead. As you can see in the following picture.<\/p>\r\n\r\n\r\n\r\n<p>Sales Users can modify the content of the email and customize it to perfectly correspond to their needs.<\/p>\r\n\r\n\r\n\r\n<figure class=\"wp-block-image size-full wp-caption\"><img decoding=\"async\" width=\"800\" height=\"482\" class=\"wp-image-2253\" src=\"https:\/\/texei.com\/dev\/wp-content\/uploads\/2021\/08\/0_6aIWAsyexxhopsOq.png\" alt=\"\" srcset=\"https:\/\/texei.com\/dev\/wp-content\/uploads\/2021\/08\/0_6aIWAsyexxhopsOq-200x121.png 200w, https:\/\/texei.com\/dev\/wp-content\/uploads\/2021\/08\/0_6aIWAsyexxhopsOq-300x181.png 300w, https:\/\/texei.com\/dev\/wp-content\/uploads\/2021\/08\/0_6aIWAsyexxhopsOq-400x241.png 400w, https:\/\/texei.com\/dev\/wp-content\/uploads\/2021\/08\/0_6aIWAsyexxhopsOq-600x362.png 600w, https:\/\/texei.com\/dev\/wp-content\/uploads\/2021\/08\/0_6aIWAsyexxhopsOq-768x463.png 768w, https:\/\/texei.com\/dev\/wp-content\/uploads\/2021\/08\/0_6aIWAsyexxhopsOq.png 800w\" sizes=\"(max-width: 800px) 100vw, 800px\" \/>\r\n<figcaption>Use a template email to send an email to any contact or any\u00a0lead<\/figcaption>\r\n<\/figure>\r\n\r\n\r\n\r\n<h3 class=\"wp-block-heading\"><strong>On the other hand, the Marketing user use\u00a0case<\/strong><\/h3>\r\n\r\n\r\n\r\n<p>When you have Pardot, you can use this template to create emails and customize it in just a few clicks.<\/p>\r\n\r\n\r\n\r\n<p>To do this, you have to use the new \u201c<strong>Email content<\/strong>\u201d tab available for Pardot users from the App Launcher.<\/p>\r\n\r\n\r\n\r\n<p>You create a new Email Content and you can create your email from scratch with the \u201cEdit in Builder\u201d button.<\/p>\r\n\r\n\r\n\r\n<p>As you can see on this screenshot, we can use Chatter on the email Content. This is not available on the Pardot Email Builder. It is an interesting feature if you need to work with other people on an email template and get some feedback for example.<\/p>\r\n\r\n\r\n\r\n<figure class=\"wp-block-image size-full wp-caption\"><img loading=\"lazy\" decoding=\"async\" width=\"800\" height=\"362\" class=\"wp-image-2254\" src=\"https:\/\/texei.com\/dev\/wp-content\/uploads\/2021\/08\/0_ygk15bOhGbkHRKrM.png\" alt=\"\" srcset=\"https:\/\/texei.com\/dev\/wp-content\/uploads\/2021\/08\/0_ygk15bOhGbkHRKrM-200x91.png 200w, https:\/\/texei.com\/dev\/wp-content\/uploads\/2021\/08\/0_ygk15bOhGbkHRKrM-300x136.png 300w, https:\/\/texei.com\/dev\/wp-content\/uploads\/2021\/08\/0_ygk15bOhGbkHRKrM-400x181.png 400w, https:\/\/texei.com\/dev\/wp-content\/uploads\/2021\/08\/0_ygk15bOhGbkHRKrM-600x272.png 600w, https:\/\/texei.com\/dev\/wp-content\/uploads\/2021\/08\/0_ygk15bOhGbkHRKrM-768x348.png 768w, https:\/\/texei.com\/dev\/wp-content\/uploads\/2021\/08\/0_ygk15bOhGbkHRKrM.png 800w\" sizes=\"(max-width: 800px) 100vw, 800px\" \/>\r\n<figcaption>Use chatter to interact about an\u00a0Email<\/figcaption>\r\n<\/figure>\r\n\r\n\r\n\r\n<p>The Email content has much more features than the Email Template, as it is in Pardot Email. For instance, you can preview your email as a prospect, you can test your email to a Pardot List or an individual email. Eventually, you can choose to send your email \u201cNow\u201d or \u201cLater\u201d.<\/p>\r\n\r\n\r\n\r\n<figure class=\"wp-block-image size-full wp-caption\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-2255\" src=\"https:\/\/texei.com\/dev\/wp-content\/uploads\/2021\/08\/0__v2rhuEdiLVVYRi7.png\" alt=\"Email template builder\" width=\"698\" height=\"338\" srcset=\"https:\/\/texei.com\/dev\/wp-content\/uploads\/2021\/08\/0__v2rhuEdiLVVYRi7-200x97.png 200w, https:\/\/texei.com\/dev\/wp-content\/uploads\/2021\/08\/0__v2rhuEdiLVVYRi7-300x145.png 300w, https:\/\/texei.com\/dev\/wp-content\/uploads\/2021\/08\/0__v2rhuEdiLVVYRi7-400x194.png 400w, https:\/\/texei.com\/dev\/wp-content\/uploads\/2021\/08\/0__v2rhuEdiLVVYRi7-600x291.png 600w, https:\/\/texei.com\/dev\/wp-content\/uploads\/2021\/08\/0__v2rhuEdiLVVYRi7.png 698w\" sizes=\"(max-width: 698px) 100vw, 698px\" \/>\r\n<figcaption>Build, Preview As, Test and Send now or\u00a0later<\/figcaption>\r\n<\/figure>\r\n\r\n\r\n\r\n<h4>Sales versus Marketing use case<\/h4>\r\n<p>The difference between the Sales use case and the Marketing use case is that you need to add an unsubscribe link with Pardot.<\/p>\r\n\r\n\r\n\r\n<p>It is very simple to add this merge field: click on a rich content component, click on the \u201cMerge fields\u201d button at the bottom of the panel and click on the \u201cOther\u201d tab.<\/p>\r\n\r\n\r\n\r\n<p>You will see the \u201cView online\u201d merge field as well, which is simpler than on the Pardot Email Builder (where we have to find the correct way to write it because it is not suggested as it is in the Email Template Builder.<\/p>\r\n\r\n\r\n\r\n<figure class=\"wp-block-image size-full wp-caption\"><img loading=\"lazy\" decoding=\"async\" width=\"800\" height=\"377\" class=\"wp-image-2256\" src=\"https:\/\/texei.com\/dev\/wp-content\/uploads\/2021\/08\/0_BvQO5rwnR89iPv0w.png\" alt=\"\" srcset=\"https:\/\/texei.com\/dev\/wp-content\/uploads\/2021\/08\/0_BvQO5rwnR89iPv0w-200x94.png 200w, https:\/\/texei.com\/dev\/wp-content\/uploads\/2021\/08\/0_BvQO5rwnR89iPv0w-300x141.png 300w, https:\/\/texei.com\/dev\/wp-content\/uploads\/2021\/08\/0_BvQO5rwnR89iPv0w-400x189.png 400w, https:\/\/texei.com\/dev\/wp-content\/uploads\/2021\/08\/0_BvQO5rwnR89iPv0w-600x283.png 600w, https:\/\/texei.com\/dev\/wp-content\/uploads\/2021\/08\/0_BvQO5rwnR89iPv0w-768x362.png 768w, https:\/\/texei.com\/dev\/wp-content\/uploads\/2021\/08\/0_BvQO5rwnR89iPv0w.png 800w\" sizes=\"(max-width: 800px) 100vw, 800px\" \/>\r\n<figcaption>Simply add \u201cunsubscribe\u201d or \u201cview online\u201d\u00a0links<\/figcaption>\r\n<\/figure>\r\n\r\n\r\n\r\n<p>Another thing which enhances the experience is the possibility to expand your view when you work on your rich content. At the right bottom of the panel you have the little button which opens the rich text as a big popup window.<\/p>\r\n\r\n\r\n\r\n<figure class=\"wp-block-image size-full wp-caption\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-2257\" src=\"https:\/\/texei.com\/dev\/wp-content\/uploads\/2021\/08\/0_vWi-oL_64eV8Cbwm.png\" alt=\"Email template builder\" width=\"800\" height=\"375\" srcset=\"https:\/\/texei.com\/dev\/wp-content\/uploads\/2021\/08\/0_vWi-oL_64eV8Cbwm-200x94.png 200w, https:\/\/texei.com\/dev\/wp-content\/uploads\/2021\/08\/0_vWi-oL_64eV8Cbwm-300x141.png 300w, https:\/\/texei.com\/dev\/wp-content\/uploads\/2021\/08\/0_vWi-oL_64eV8Cbwm-400x188.png 400w, https:\/\/texei.com\/dev\/wp-content\/uploads\/2021\/08\/0_vWi-oL_64eV8Cbwm-600x281.png 600w, https:\/\/texei.com\/dev\/wp-content\/uploads\/2021\/08\/0_vWi-oL_64eV8Cbwm-768x360.png 768w, https:\/\/texei.com\/dev\/wp-content\/uploads\/2021\/08\/0_vWi-oL_64eV8Cbwm.png 800w\" sizes=\"(max-width: 800px) 100vw, 800px\" \/>\r\n<figcaption>Work on your content on a full\u00a0screen<\/figcaption>\r\n<\/figure>\r\n\r\n\r\n\r\n<p>Finally, you also have engagement metrics on your email. For this part, I think Pardot Email Report is better because you can click on several metrics and directly access the list of prospects concerned. For instance, if you see that there are 8 opt-out, you click on it and you can see who has opted-out on this email.<\/p>\r\n\r\n\r\n\r\n<h2 class=\"wp-block-heading\">Conclusion<\/h2>\r\n\r\n\r\n\r\n<p>This feature is very helpful if you need to create an email from scratch. However, in my opinion, it cannot replace a tool like Mailchimp, Bee, or Stripo but the target is not the same: when you write to a professional, the more your email is simple (as if you wrote it yourself), the more it has chances to be opened. As a matter of fact, a lot of companies filter emails which have a lot of pictures or links. Thus, this tool is more than enough for a BtoB usage.<\/p>\r\n\r\n\r\n\r\n<p>For more information, you can see the Salesforce demonstration of this feature <a href=\"https:\/\/youtu.be\/L30CVXFSm5A\" target=\"_blank\" rel=\"noopener\">here<\/a>.<\/p>\r\n\r\n\r\n<hr class=\"wp-block-separator has-text-color has-background has-cyan-bluish-gray-background-color has-cyan-bluish-gray-color\" \/>\r\n\r\n\r\n<p>Thank you for reading the article, I hope it will be useful\u00a0:)<\/p>\r\n\r\n\r\n\r\n\r\n\r\n<p>&gt;&gt;&gt; Follow us on LinkedIn <a href=\"https:\/\/fr.linkedin.com\/company\/texei\" target=\"_blank\" rel=\"noopener\">here<\/a> and on Twitter <a href=\"https:\/\/twitter.com\/TexeiFrance?s=20\" target=\"_blank\" rel=\"noopener\">here<\/a>. And if you want to learn more, check out our article <a href=\"https:\/\/texei.com\/conseils\/google-to-salesforce-integration-step-by-step\/\" target=\"_blank\" rel=\"noopener\">Google to Salesforce integration step by step<\/a>.<\/p>\r\n","protected":false},"excerpt":{"rendered":"<p>Today, I present to you the email template builder feature! I think it is a big step forward for those who manage emails in Salesforce Sales and\/or Pardot. We are now able to create easily engaging and efficient emails with Salesforce. Let\u2019s have a look\u00a0:) How it\u00a0works Firstly, we can notice that it is a [&hellip;]<\/p>\n","protected":false},"author":7,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[149],"tags":[],"class_list":["post-281","post","type-post","status-publish","format-standard","hentry","category-news-salesforce"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v27.1 (Yoast SEO v27.1.1) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>Day 24: How to create an engaging email with the Email template builder feature\u2026 - Texe\u00ef<\/title>\n<meta name=\"description\" content=\"Discover the email template builder feature in Salesforce, a drag-and-drop solution that allows easy creation of efficient emails.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/texei.com\/en\/news-salesforce\/day-24-how-to-create-an-engaging-email-with-the-email-template-builder-feature\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Day 24: How to create an engaging email with the Email template builder feature\u2026\" \/>\n<meta property=\"og:description\" content=\"Discover the email template builder feature in Salesforce, a drag-and-drop solution that allows easy creation of efficient emails.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/texei.com\/en\/news-salesforce\/day-24-how-to-create-an-engaging-email-with-the-email-template-builder-feature\/\" \/>\n<meta property=\"og:site_name\" content=\"Texe\u00ef\" \/>\n<meta property=\"article:published_time\" content=\"2020-12-24T11:43:06+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2024-04-17T14:45:45+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/texei.com\/dev\/wp-content\/uploads\/2020\/12\/0_GBQDJeLvYulAb8nF.jpeg\" \/>\n\t<meta property=\"og:image:width\" content=\"800\" \/>\n\t<meta property=\"og:image:height\" content=\"533\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/jpeg\" \/>\n<meta name=\"author\" content=\"Virginie Gumez\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\/\/texei.com\/en\/news-salesforce\/day-24-how-to-create-an-engaging-email-with-the-email-template-builder-feature\/#article\",\"isPartOf\":{\"@id\":\"https:\/\/texei.com\/en\/news-salesforce\/day-24-how-to-create-an-engaging-email-with-the-email-template-builder-feature\/\"},\"author\":{\"name\":\"Virginie Gumez\",\"@id\":\"https:\/\/texei.com\/#\/schema\/person\/0fe66961a218f0269ae2622e68b98545\"},\"headline\":\"Day 24: How to create an engaging email with the Email template builder feature\u2026\",\"datePublished\":\"2020-12-24T11:43:06+00:00\",\"dateModified\":\"2024-04-17T14:45:45+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\/\/texei.com\/en\/news-salesforce\/day-24-how-to-create-an-engaging-email-with-the-email-template-builder-feature\/\"},\"wordCount\":901,\"publisher\":{\"@id\":\"https:\/\/texei.com\/#organization\"},\"image\":{\"@id\":\"https:\/\/texei.com\/en\/news-salesforce\/day-24-how-to-create-an-engaging-email-with-the-email-template-builder-feature\/#primaryimage\"},\"thumbnailUrl\":\"https:\/\/texei.com\/dev\/wp-content\/uploads\/2021\/08\/0_z-oJVsv9WTfsN2Kj.png\",\"articleSection\":[\"News Salesforce\"],\"inLanguage\":\"en-US\"},{\"@type\":\"WebPage\",\"@id\":\"https:\/\/texei.com\/en\/news-salesforce\/day-24-how-to-create-an-engaging-email-with-the-email-template-builder-feature\/\",\"url\":\"https:\/\/texei.com\/en\/news-salesforce\/day-24-how-to-create-an-engaging-email-with-the-email-template-builder-feature\/\",\"name\":\"Day 24: How to create an engaging email with the Email template builder feature\u2026 - 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