how to add url in email template in salesforce

In Salesforce Classic On the page where you add the content or the body of the HTML Email Template, highlight a text. Click the link icon on the Formatting Controls ribbon and enter the URL on the pop-up dialog box.

Full Answer

How to create email templates in Salesforce?

Click Email Templates. It's in the expanded options below "Email" in the sidebar to the left. If you are using Salesforce Lightning, click Classic Email Templates. Click New Template. It's the above the list of email templates in the main section of the screen. There are probably a number of templates that the company has created already.

How do I set up email in Salesforce Lightning?

Salesforce Lightning is the new user interface for Salesforce that launched in 2015. Most new Salesforce users will use the Lightning interface, but many users still use the classic Salesforce interface. Click My Settings. It's in the drop-down menu below your username. If you are using Salesforce Lightning, click Setup. Click Email.

How do I create a link to a website in Salesforce?

For example: www.salesforce.com. Highlight the text, then click the link icon on the Formatting Control and then retype the link address in the 'destination path' field on the pop-up window. Then click OK or click Save.

How do I add a link to an HTML email template?

On the page where you add the content or the body of the HTML Email Template, add the link you want into the HTML text. For example: www.salesforce.com. Highlight the text, then click the link icon on the Formatting Control and then retype the link address in the 'destination path' field on the pop-up window.

How do I add HTML to my email template in Salesforce?

To create a custom HTML email template:From Setup, enter Email Templates in the Quick Find box, then select Email Templates.Click New Template.Choose Custom (without using Letterhead) and click Next.Complete the email template fields, and then click Next. ... Enter the HTML source text (with HTML tags), and click Next.More items...

How do you add a link to a template?

Convert text into a hyperlinkType your text into the body of the template you would like to be a link.Highlight the text you want to turn into a link.Click on the Insert a Link button.Enter the URL you want the text to link to.Click Ok.Click Save.

How do I add a link to my email signature in Salesforce?

To add descriptive hyperlink textGo to: Salesforce Classic: Click your name | My Settings | Email | My Email Settings. ... Enter the path to the website in the Signature box enclosed in HTML tags as follows: Enter words that display for link here ... Click on Save.

How do you create a pre link email?

0:211:41How To Create Pre Populated Email Links | Insert 'mailto' TutorialYouTubeStart of suggested clipEnd of suggested clipThis is all thanks to this field here and the code i've entered i've included the code in the videoMoreThis is all thanks to this field here and the code i've entered i've included the code in the video description here so you can simply copy and paste. And edit the text to suit your email.

Can I hyperlink an email template?

1:092:59Adding a Hyperlink to a Discussion Email Template - YouTubeYouTubeStart of suggested clipEnd of suggested clipTo in your email template. You'll place your cursor where you'd like this hyperlink to appear. AndMoreTo in your email template. You'll place your cursor where you'd like this hyperlink to appear. And you can also add additional text if you.

How do you create a link that opens an email with a template?

For HTML with letterhead email templates:Edit the HTML version of the email template.Select the email address you need to change to an email link.Click on the link button in the toolbar at the top of the template (this symbol is used to insert hyperlinks).Enter "mailto:[email protected]" in the pop-up window.More items...

How do I add a record link in an email template in Salesforce lightning?

Learn how to add a hyperlink to an image or text in email templates....Salesforce: Email Template with HyperlinkCreate the email template. Create the email template as per normal, add all merged fields needed.Case Number hyperlink. ... Account Name hyperlink. ... Sending Email.

How do I add an HTML signature to Salesforce?

How to Set Up an HTML Signature on SalesforceLog in to your Salesforce account.Click your name located in the top right corner and select "Setup."Click "My Email Settings" in the Email section on the left.Enter your signature into the "Email Signature" box and click "Save."

How do I add a link to a text field in Salesforce?

Create a formula field by name say:- Link__c.Set the formula to say :- HYPERLINK( "https://ap1.salesforce.com/? id=" + Id, AccountDetail, "_self ")Now use it in your report.

How do you insert a link into an email?

0:161:45How to Insert a Hyperlink in Gmail - YouTubeYouTubeStart of suggested clipEnd of suggested clipLink icon at the bottom of the email. Or use the shortcut. Control plus k on your keyboard. Type orMoreLink icon at the bottom of the email. Or use the shortcut. Control plus k on your keyboard. Type or paste in the url. You want to link to and press ok your text will now be underlined.

How can I put a HTML link inside an email body?

Insert a hyperlinkIn the body of your message, position the cursor where you want to add a link.On the Message tab, click Hyperlink.In the Link box, choose Web Page or File, This Document, or Email Address:For Web Page or File: Add the full URL. ... In the Text box, type the text you want to appear in your message.

How do I make an HTML email link clickable?

How to make an email link in HTMLOpen your HTML file and choose where to insert your email link.Type in the anchor tag "a href=" after the "<" symbol to show a link in your HTML code.Include the "mailto:" tag after the "=" to send the link to an email address.More items...•

Wednesday, October 13, 2021

We shared about the Lightning Email Template seven months ago, as you read, it is easy to create an email template with merged fields, such as Account Name, Opportunity Name, etc.

Salesforce: Email Template with Hyperlink

We shared about the Lightning Email Template seven months ago, as you read, it is easy to create an email template with merged fields, such as Account Name, Opportunity Name, etc.

How to add a file link to an email template?

You can add file link to any text in the email template by selecting the text and clicking on the Link icon on the Editor Editing Options. In the popup window, you can enter the public file URL and click Ok to Save it. Now the text that was highlighted in the Editor shown as an anchored text with a link to it.

Can you see the clicks on a file in MassMailer?

MassMailer has the capability to track the clicks of the links. You can see them as the regular click event in the email statistics .

How to use email template?

You can use your email template by going to a contact page, scrolling down to the bottom and clicking the "Send an Email" button under "HTML Email Status.". Click "Select Template" at the top and choose your newly created template. You can also mass email contacts with your template.

What is Salesforce Lightning?

If you are using Salesforce Lightning, click the icon that resembles a gear. Salesforce Lightning is the new user interface for Salesforce that launched in 2015. Most new Salesforce users will use the Lightning interface, but many users still use the classic Salesforce interface.

How to mass email contacts?

You can also mass email contacts with your template. Go to the "Contacts" tab, scroll to the bottom and click "Mass Email Contacts" under the "Tools" section. You will be led through the process of choosing a template and choosing a contact list before sending.

How to use custom domain?

If your company has a custom domain, click Use custom domain below the login screen and enter the custom domain in the space provided. If you don't know your custom domain, contact your administrator. Click on the small arrow next to your username. It's in the upper right hand corner.

How to make a letterhead?

The first time you create a new letterhead, you will be given some information about letterheads. Click Next to continue. To create a new letterhead, click New Letterhead.

Can you create an email template in Salesforce?

You can create an email template that can be sent out en masse, allowing you to reach customers quickly. This article will tell you how to create an email template in Salesforce.

Can you send emails with HTML?

Both text and HTML emails can be used when sending mass emails, but they cannot be sent out with a Visual Force template. Only HTML and Visual Force templates allow you to place images within the text. There is likely a company standard for sending emails with or without letterhead.

What is an email template?

An email template is a pre-formatted email that you can use to create and send emails quickly. Use email templates in Salesforce to increase productivity and ensure consistent messaging. Email templates with merge fields let you quickly send emails that include field data from Salesforce records like Contacts, Leads, Opportunities, or custom objects. You can use email templates when mass emailing people with List Email or just to send to one person. You can create your own template or use templates created by Admin or your manager.

Can you use email templates in Salesforce?

You can use email templates when mass emailing people with List Email or just to send to one person. You can create your own template or use templates created by Admin or your manager. There are two kinds of email templates in Salesforce: You can create four different types of Classic email templates: Text, HTML with Classic Letterhead, Custom, ...

Can you add text to Salesforce email templates?

You can add text, merge fields, and attach files in all these types of email templates. They use Salesforce Merge Language (SML) to insert merge fields. These templates can be used in Workflow Rule, Process Builder, or Flow to send email alerts. These are the newer versions of email templates.