#Email Template14 discussing

Hi Trailblazers! 

We have a feedback survey that we ask people to complete in the final 5 minutes of a course.  

Prior to the course, we email the survey link to our trainer via Salesforce so they can share the url at the end. The survey tool we use is separate from Salesforce, but we have it integrated, so that information from the course record can be pulled in to 'Hidden Value Actions' on the survey (ie: date, org name, course number, etc.) 

Each survey response is tied to the course record. In the email template we use to send the trainer, it has a merge code at the end of the hyperlinked URL (ie: ?id={!Object__c.Id}) so that it pulls the details needed from that record id into the back end of the survey. This works well for our Virtual courses, but not for In Person courses. We'd love to send the trainer a QR code to share in class. This is where it gets tricky...It still needs to be tied to that record id, so that the required details from the course record pull into the 'hidden value actions' therefore that merge code is still required at the end of the URL.  

Unfortunately the support team of the survey tool confirmed while that's a clever idea, they don't support that kind of functionality with their native QR code feature for their surveys.  

So does anyone know of any tools or apps (free or very low cost...we're Non Profit) where Salesforce generates a QR code for the link and retains the merge code and functionality so that when someone scans the code, it still ties to the specific record id? Ideally, we'd still like to have an email template to send the QR Code, but if it means having a formula field with QR Generator and have the ability to download it and share  - that could work too. PS: I'm not a developer nor do we have one, so low-to-no code would be best.  

Thoughts? 

TIA! 

Hi everyone,

We’re currently in the process of setting up Marketing Cloud Advanced and want to create and manage various email templates for our campaigns. However, we’re having trouble finding clear documentation or guidance on:

1. Where to create or manage email templates within Marketing Cloud Advanced.

2. The best practices for designing reusable and dynamic templates.

Any tips, resources, or step-by-step instructions would be greatly appreciated. Thanks in advance for your help!

I have an Approval Process. For first step I am not using any Email Template. But for second step I am using Custom Email Template. Now, How can I insert Approval Link in that Email Template. I have already used {!ApprovalRequest.External_URL} and {!ApprovalRequest.Internal_URL}, It throwing error as shown in image. It saying that, "already Responded" but it was not responded by anyone. I think, It giving link for First step of Approval Process when I use above merge fields. But I need for second step.

Is there any way to implement this ?

#Approval Process #Email #Classic Email Template #Email Template #Automation #Trailhead

Hi team, I am observing a change in behaviour. When a field {opportunity.Link} is used in email template to include the record link in the email, It worked completely fine. When a partner user clicked on the URL, it would redirect to partner portal page successfully. Till last month it worked fine but this month the URL isn't working and throwing the error. Although the user has access to the record, object and no changes made on the template. May I know if salesforce has introduced anything new related to template URLs? Or is there any other reason?

#Sales Cloud  #Trailhead  #Salesforce Developer  #Email Template  #Salesforce Admin  #Salesforce

Hola grupo!

Estoy explorando la funcionalidad de Google Annotations para mis emails , y si bien logré configurar los parámetros y que estos se levanten en el preview tool que nos facilita Google, no estoy muy seguro cuál es la mejor forma de testear el mensaje .

Entiendo que no siempre se renderizará la annotation, pero ¿conocen alguna manera que les haya funcionado para testear?

Gracias !

This is driving us mad that simple spell check functionality is not working when composing emails on Salesforce. I tried to check on Chrome settings and everything looks fine. Is there a hack for this? 

Any help is greatly appreciated. 

Thank you, 

Mit

#Email Template  #Spell Check  #Sales Cloud  #Service Cloud  #Trailhead  #Automation

I have an Email template created which I later use in a flow as an Email Action (not an Email Alert). The template uses the merge fields {{{Sender.FirstName}}} {{{Sender.LastName}}}.

However, I am not sure how SF is defining who the sender of the email is because in the flow I am sending this email to a lead that is always assigned to USER A. The flow is created by USER B.

The email action settings are defined so that the "Sender Email Address" is the owner of the lead (his mail is assigned as an organization wide address).

The name of the sender is coming in okay on the email sent, but the merge field from the Email template are not.

The merge fields is picking up the first name and the user that created the lead and the flow (this is an admin user and the lead creation is with a third party integration).

Can this be modified or fixed so that {{{Sender.FirstName}}} {{{Sender.LastName}}} pickup the name of the lead owner? Thank you!

#Flow  #Email Template  #Mail Merge Field

Interesting request from a user to have a new tab listing Email templates.

What would the rules that may apply to email templates to say that they are bad?

Not used in flows or in workflows?

What else?

Please see the related item in the backlog: