Create a new email template
1. Open email templates
From the App launcher, select Email Templates
2. Start a new template
Select New Email Template
Enter a name for your template
For Related entity type, select Survey Question
For Folder, select Public Email Folder
3. Compose your email
Enter the email content you want to use as the template
Use standard text formatting tools as required
Add dynamic content and images
1. Insert merge fields
Select the Merge icon
Use the merge picker to insert the required merge fields
2. Add images
Select Insert images, or
Copy and paste an image directly into the template
Work with HTML and rich text
1. Switch to HTML view
Select the Source icon to open HTML source view
Add HTML code as required
When adding a survey link, use the
hrefattributeSURVEY_INVITATION_URL
2. Return to rich text
Select the Source icon again to return to standard rich text editing
Add hyperlinks
1. Add a text hyperlink
Highlight the text
Press Ctrl + K or select the Hyperlink icon
Enter the URL
Select Save
2. Add an image as a hyperlink
Upload an image using the Image upload icon
Select the image
Press Ctrl + K or select the Hyperlink icon
Enter the web address and save
Add attachments and letterheads
1. Attach files
Add any attachments required for the template
Note that after saving, content document links convert to content asset links
2. Apply a letterhead
If required, select a letterhead from the Enhanced Letterhead picklist
Save the template
1. Save your work
Review the template content
Select Save to finish
Your email template is now available for reuse.