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Configure an Email Letterhead and Template

Introduction

Having a consistent look makes correspondence from your teams instantly recognizable and professional. Here, we’ll configure a template and letterhead that can be used by all team members for their day-to-day email needs.

Create a Letterhead

Your Customer Support team isn’t generic, and their correspondence shouldn’t be either. Manager Kenya Collins has requested you create custom letterhead for her team’s HTML email templates.

Before creating and customizing letterhead for the Customer Support team, you’ll need to save the Support Team logo to your org.

  1. Open this image and save to your desktop.
  2. Click the App Launcher App Launcher icon .
  3. Enter Files in the Search apps and items... box and select Files.
  4. Click Upload Files.
  5. Choose the image you just saved to your desktop.
  6. Ensure the title is GetCloudyConsultingLogo.
    Note: To edit the title name, click the down arrow to the right of the file. Click Edit File Details and rename to GetCloudyConsultingLogo.

Now create a letterhead:

  1. Click the App Launcher App Launcher icon .
  2. Enter Letterheads in the Search apps and items... box and select Enhanced Letterheads.
  3. Click New.
  4. Complete the details about the new letterhead:
    Field Value
    Name General Customer Support
    Description Use this letterhead for all public facing communications if no specific Customer Support letterhead exists
  5. Click in the header section and click the insert image icon.
    Note: If you receive the "insufficient privileges" error in the Letterhead Content, navigate to Setup>Lightning Email Templates and toggle on Folders and Enhanced Sharing. Refresh your browser.
  6. Select Browse or Upload.
  7. Select the GetCloudyConsultingLogo from the Owned by Me menu and click Insert.
  8. Click in the Header section and move the cursor to the next line by pressing ENTER.

Add merge fields:

  1. Enter the word Dear.
  2. Press the SPACEBAR.
  3. Click the Insert merge field icon.
    Insert merge field icon highlighted.
  4. In the Select Merge Field, enter First Name and select First Name.
  5. Click Insert.
  6. Add a comma after the last curly bracket and then press ENTER.
    Enhanced letterhead with first name merge field
  7. Click Save.

Letterhead + Email Template

Now create an email template with the General Customer Support letterhead:

  1. Click the App Launcher App Launcher icon .
  2. Enter Email Templates in the Search apps and items... box and select Email Templates.
  3. Click New Email Template.
  4. Fill in these details:
    Field Value
    Email Template Name Public Facing General
    Description
    To be used for all public facing emails if there is no more specific template available
    Folder Public Email Templates
    Subject
    <<REPLACE WITH SUBJECT>>
    Enhanced Letterhead General Customer Support
  5. Click Save.

Send an Email Test

Finally, test your email template.

  1. Click the App Launcher App Launcher icon .
  2. Enter Contacts in the Search apps and items... box and select Contacts.
  3. Change the Contacts list view to All Contacts and select Sean Forbes.
  4. Click Email in the Activity tab. (You may have to click More to find it.)
  5. Click the Insert, create, or update template icon Template icon .
  6. Select the Public Facing General template from list that appears.
  7. Click Insert on the pop-up.
  8. Review the template for accuracy.
  9. In the Subject field, delete <<REPLACE WITH SUBJECT>> and fill in a subject line of your choice.
  10. Click in the dashed line box and enter text of your choice, this will be displayed in the body of the email.
    Email with text
  11. Click Send.
  12. Check your inbox for the email.

Now that you’ve improved the look of communications for Customer Support, move on to the last step in this project, where you’ll help the team work more efficiently by automating a few processes.