Message Templates - Email Design

Article Contents

• Create Email Design
• Edit Email Design

NOTE:

• Use Email Design to create a custom, branded design for outgoing emails.
• See Help article on creating and customizing email templates to be used in manual replies, auto-responders, and automated stay messages.

Create Email Design

Step 1: Navigate to Setup > Message Templates > Email Design

Step 2: Click Actions

Step 3: Click Set Logo. Upload logo, click Save.

Step 4: Click Set Header Background Color. Select from color palate, click Save Changes.

Step 5: Click Set Main Background Color. Select from color palate, click Save Changes.

Step 6: Click Edit Header Text to add optional Header text. Click Save Changes.

Step 7: Click Edit Footer Text to add optional Footer text. Click Save Changes.

Step 8: Click Publish Design, Click Publish

Step 9:Click From: dropdown menu to enter “from name” for emails.

Edit Email Design

Step 1: Navigate to Setup > Message Templates > Email Design

Step 2: Click Actions

Edit options:

-- Set new logo

-- Hide Logo

-- Change Header and Main background color

-- Change Header and Footer text

-- Unpublish Design / Reset to Default

Additional Resources:

Message Templates - Creating and Managing Templates

Automation Overview