In addition to a robust email editor, the “Edit Email Content” area within fund communications features an email template manager. Traditionally, Salesforce email templates are managed within the back-end of the system, however our template management system enables users to modify, create and save email templates directly within fund communications.
The email editor & template manager are both accessed by pressing the “Edit Email Content” button, located at the top and bottom of the Fund communication layout section of any Fund Communication record.
Tip: If this button is not visible, it is likely that this communication has already been sent, in which case this button will no longer be available on the layout. It is recommended to create a new fund communication or access an unsent fund communication to use the email content editor.
Within the email content editor, a “Manage Backend Email Templates” button becomes available. Press this button to open the template manager to easily manage existing email templates and create new email templates:
Important Note: When pressing “Manage Backend Email Templates”, a message will appear (see below for reference) that reminds the user that any unsaved changes on the current page will be lost if they have not yet been saved. To prevent any changes from being overwritten by navigating to the template manager, be sure to save the current fund communication!
Once the template manager is opened, the default email template for the fund communication will be loaded. Using the drop-down arrow on the "Email Template" field, you may select from other saved email templates stored in the system. Modifications can be made to the currently selected template by editing within the respective sections for Email Body or PDF Attachment, which can be saved for this individual fund communication, by pressing “Save to Email Content”.
If you wish for any changes you've made to the template to be saved permanently, you may press the "Save Template" button. Note this will not affect the fund communication until you press the "Save to Email Content" button as well.
Alternatively, if you wish to create a new email template, press the “Save As New Email Template” button:
If you choose to save a new email template, a page will appear to assure the newly created template is given a unique name:
The beginning of the template name will be pre-populated with the template type: in this example, “Capital Call” will be the beginning of the template name, followed by the name you assign the template. Once you have entered the template name, press “Save” to ensure the new template is saved.
In this example, the full template name will be:
“Capital Call v2”
Once saved, the page will navigate back to the template manager, with a success message indicating the new template has been created. The new email template will now be selectable from the “Email Template” dropdown:
Once the new template has been selected, the selected template will then automatically apply its content to your email. Press “Save Template” to ensure that the new template is now saved.