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)
   * 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 on Metadata Updates tab in the left-hand column.

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

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}}}!"

11. After you have saved an Email Template, you can send emails from several levels. If you don't see the following buttons on your Event page layout, please add them.

    • The Send Email button on Event record: This will send an email to all Attendees specified in the criteria for the Event, keep reading to find out more.
    • The Send Email button on the Attendee record: This will 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.

12. When sending an email from an Event, there are several options available.

    • 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 currently logged in Salesforce user.) 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.).
      

13. When sending an email from an individual Attendee, there are several options available.

    • 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.
      

14. Edit your Email Templates

    • Navigate to the Event where the Email Template is saved.
    • Navigate to the related "Email Template" list and select an Email Template to edit.
      

FAQ

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.