Email Template Builder

Create beautiful reminders and post-Event emails in Salesforce with a no-code editor (no need to create an email using HMTL/CSS).

Before You Start

1 public class TestUIDHandler implements EmailEditorUIDInterface{
2           public String getUID(){
3                   return '1234567890';
4           }
5}

1. Add "Email Templates" as a Related List on your Events' page layout. 

2. Make sure you have the correct permissions. 

   If you are running into insufficient privileges, please watch this troubleshooting video.

   The Email Template Builder creates Classic Email Template located within Setup. Users who want to Create/View email templates will need the following permissions:

   Permission Sets
   * Blackthorn | Events (Admin) or Blackthorn | Events (Organizer)
   * Blackthorn | Payments (Admin)
   System Permissions
   * Author Apex
   * Create Content Deliveries
   * Customize Application
   * Edit Read Only Fields
   * Manage Custom Permissions
   * Modify Metadata Through Metadata API Functions
   * View Setup and Configuration
   * View Roles and Role Hierarchy

3. Navigate to the Blackthorn | Events Admin tab.

4. Click the Configuration tab.

5. Click Create Email Templates. Here is a quick video on how to create templates!

Instructions

Setting up your first template is simple!

1. Navigate to an Event record.

2. On the "Email Templates" related list, click the dropdown arrow and click "New".
   

3. On the "New Template" modal, select "New" and click Continue.
   Note: The "New From Template" option will create a new template from an existing template.

4. (Optional): If you want to check out a template, we have included 12 by default.

   • Standard Template | Invite Light
   • Standard Template | Confirmation Light
   • Standard Template | Reminder Light
   • Standard Template | Missed You Light
   • Standard Template | Cancelled Light
   • Standard Template | Thank You Light
   • Standard Template | Invite Dark
   • Standard Template | Confirmation Dark
   • Standard Template | Reminder Dark
   • Standard Template | Missed You Dark
   • Standard Template | Cancelled Dark
   • Standard Template | Thank You Dark

If you create a new Email Template from an existing record, you'll notice the Event Name displayed under the Email Template Name. This will help when deciding which Email Template to use when cloning your new record. 

If you do not see an Event Name under the Email Template Name name that means an Event has not been associated with the Email Template yet.

NOTE: When saving the Email Template, the Email Template Name length must be 80 characters or less, including the developer’s name (the unique date/time that is added to the end of the email template API name).

5. Next, you'll see a page similar to the one below. The "Blackthorn University" image is pulled directly from the Image URL field on your Event.
   

6. To add an image, drag and drop the Image tile from the Content section into the template. 

7. Click "Browse" and you'll be presented with the File Manager.
   

8. Use the Upload, Import, or Search free photos options to add images.

   • Use the Upload button to add an image locally from your computer.
   • Use the Import button to add an image via Facebook, Dropbox, One Drive, etc.
     
   • To upload an image via Salesforce Files, copy the public link from your image into the "Just provide the link" box.
     

9. To add merge fields, click on a text box, click "Merge Tags", and select the tag you want! Below is an example of some tags that could be used to display the event name, date, and time!
   Note: When adding in dates and times, please use the Event Start Date/Event Start Time and Event End Date/Event End Time to avoid issues with daylight savings time.
   
   

It's free rein from here. Play around and see what you can build.

10. When saving the Email Template, you can insert merge tags into the subject line as well. An example would be: "You're invited to {{{!conference360__Attendee__c.conference360__Event_Name__c}}}!"

Edit Your Images

You can also edit your image in the Email Template. Complete the following steps to round the corners of a PNG image file.

1. Open an existing Event record. 
2. Scroll down to the Email Templates Related List.
3. Click an existing Email Template. If you need to create a new Email Template, click New and follow the instructions listed above.
4. Click an existing image or add a new content row and upload a PNG image file. 
5. Click Apply effects.
6. Click the Corners icon. 
7. Drag the Radius slider to the right until the corners are the correct shape. 
8. Click Apply. (If the image is a JPG file, the empty corner spaces will be filled with a black background.)
9. Click Save. The image's corners are now rounded.
10. Once you are done editing the Email Template, click Save.
11. Confirm the Subject and click Save.

Send Emails

You can send emails from several places. If you don't see the following buttons on your Event page layout, please add them.

• Event Record
  • Click the Send Email button on an Event record to send an email to all Attendees specified in the criteria for the Event. 
• Attendee Record
  • Click the Send Email button on an Attendee record to send an email directly to that Attendee, and only that Attendee.

Note: It may take several minutes for the Email Template to appear in the Related List.

From the Event Record

Select one of the following methods to send an email from an Event. 

• The Send Emails From address will determine which email address the Email Template is being sent from. By default, this is the Current User (the Salesforce user currently logged in.) Emails will be automatically added to this picklist by adding them to the Organization-Wide Email Addresses in Salesforce Setup.
• The Email Template field is where you can select which Email Template to send.
• The Attendee Filter field controls which Attendees receive the email. This can be filtered by any selection within the Registration Status field (Invited, Registered, etc.) or the Attendance Status field (Attended, No Show, etc.).
  

From the Attendee Record

Select one of the following methods to send an email from an individual Attendee.

• The Send Emails From address is who the email comes from. By default, this is the Current User (the Salesforce user currently logged in). Emails will be automatically added to this picklist by adding the email to the Organization-Wide Email Addresses in Salesforce Setup.
• The Email Template field is where you can select which Email Template to send.
  

Edit Your Email Template

1. Open the Event record with the related Email Template.
2. Go to the related Email Template list and click New.
3. Select “New From Template.”
4. Choose an Email Template.
5. Click Continue.
6. Click the Row tab.
7. In the template, select the row that you want to change the background color.
8. Enter a hex # in the Row background color field.
9. Click Save. 
10. Enter an Email Template Name and Subject if you want to rename the template.
11. Click Save.

View Previously Created Email Templates

To see the templates created with the Blackthorn Email Template Builder, you need to add the Blackthorn Custom Email Template object as a tab in your org. Complete the steps below to add a new tab to your app picker.

1. Click the Gear icon.
2. Click Setup.
3. In the Quick Find box, search for and click “Tabs”.
4. Click New.
5. Set Object to “Email Template”.
6. Select a Tab Style.
7. Click Next.
8. Choose the visibility requirements for the tab.
9. Click Next.
10. Choose the custom apps where the new tab will be visible.
11. Click Save.

The steps above will then add the Blackthorn Custom Email Template tab to your available app navigation items. 

FAQ

Links Not Working

Q: My Attendees have reported that links in Yahoo are not showing up as hyperlinks, how do I fix this?

A: Yahoo Mail does not automatically convert hyperlinks, unlike Google Mail, for example. To hyperlink merge fields, text, etc., please use the Link feature built into the Email Template Builder. 

Add a Merge Field to a Button

Q: Can I insert a merge field behind a button?

A: Yes, you can. In the following example, we will add the Merge Tag for the AttendeeLink to the Attend Event button.

1. Open an Email Template.
2. Click in any area with text.
3. Click Merge tags.
4. Locate and click “Attendee -> AttendeeLink.” 
5. Cut the merge tag and click the area with the Attend Event button.
6. Paste the merge tag into the button’s Action URL field.
7. Click Save.
8. Enter a Subject and click Save.
9. Send the email invitation to your Attendees.

When your Attendees receive the email and click the Attend Event button, they will be taken to their AttendeeLink.