*Note; The iContact for Salesforce App is not able to automatically move templates created in your iContact account into your Salesforce account. You will need to copy and paste the html code to create the template in your Salesforece account. Copy an Email From Your iContact Account:
- Login to your Salesforce account.
- Select "Setup" ...
- Select "Email" in Lightning or "Communication Templates" in Classic.
- Select "Classic Email Templates"
- Select the button "New Template"
- Select "Custom (without using Letterhead)"
- Click "Next"
- Select the desired Folder.
How do I send email using iContact for Salesforce?
To send email using iContact for Salesforce, Contacts and Leads need to be added as Members of a Campaign. iContact is only able to send email to Campaign members. The iContact App is not involved in selecting, adding, or removing Campaign Members.
How do I Mark a document as a template in Salesforce?
You can mark as templates only the documents that you have full access to. From Setup, in the Quick Find box, enter Quip, and then select Quip. From the Template Manager, select a Salesforce object, and click See Object Templates. To preview an object’s embedded documents, click the document title.
How do I view embedded documents in a Salesforce object?
From Setup, in the Quick Find box, enter Quip, and then select Quip. From the Template Manager, select a Salesforce object, and click See Object Templates. To preview an object’s embedded documents, click the document title.
How do I use iContact in Salesforce?
Steps for Sending Email with iContact for Salesforce:Open your Campaign.Select iContact Send.Select a Classic Email Template.Select the Sender, Time / Date, and Send to Campaign Members.
How do I access templates in Salesforce?
If you don't have permission to edit public templates, go to your personal settings. Enter Templates in the Quick Find box, then select Email Templates or My Templates—whichever one appears.
How do I upload an HTML email template to Salesforce?
Steps to follow for importing a custom HTML email template to SalesforceExport the HTML file from Liramail Editor. ... Visit the Salesforce website and login to your account. ... After following step 2, you will see the windows like the below image. ... After clicking on Email. ... After clicking on the Classic Email Templates.
How do I upload an email template to Salesforce?
3:534:46Import a Custom Email Template to Salesforce - YouTubeYouTubeStart of suggested clipEnd of suggested clipClick this button and choose insert a template from this drop-down menu choose classic emailMoreClick this button and choose insert a template from this drop-down menu choose classic email templates and click the previously created email template done the email is here.
How do I add a template to Salesforce?
Create TemplatesClick Create.Hover over Template.Select a template type. When creating from an existing template, select the template to start creating from and click Select.Save the template.Complete required fields.Add content to the email.Save the email.
How do I find Lightning email templates in Salesforce?
Create Email Templates in Salesforce Lightning Click on App Launcher (the 9 dots, in the top left hand corner) and search for Templates in the App menu.
How do I import HTML into Salesforce?
See Export Backup Data from Salesforce or Export Data for more details....Import HTML formatCreate a CSV file with one column header that will be mapped to a Rich Text Field.On this column enter the full HTML code that you wish to upload on the cell.Use Data Import Wizard or Data Loader to upload the CSV.
How do I add HTML code to Salesforce?
Add your HTML in the editor using one of these options. Enter or paste your HTML directly into the editor window on the left side of the screen. To add existing HTML, click browse then select your HTML from Content Builder. Drag files from your computer to the upload window to add one or more files.
How do I clone an email template in Salesforce?
Clone an Email Template From Setup, in the Quick Find box, enter Email Templates , and then select Classic Email Templates. Select the Wellness Survey folder. Click the email template name of the template you want to modify. Click Clone.
How do I use classic email templates in Salesforce?
Create Text Email Templates in Salesforce ClassicDo one of the following: ... Click New Template.Choose the Text template type, and click Next.Choose a folder in which to store the template.To make the template available for use, select the Available For Use checkbox.Enter a name in Email Template Name .More items...
How do I find email templates in Salesforce?
From the menu under your name, select Setup or My Settings. Then from the left side of the page, click Email | My Templates. Click on name of any email template to go to Viewing Email Templates page. To edit or delete a template, click Edit or Del next to the template name in list.
How do I extract an email template?
Select Email Template (EmailTemplate). 6. Click Browse to select where you want to save your extracted file....To export email templates using Data LoaderOpen Data Loader. ... Click Export or Export All.Login with either OAuth or Password Authentication.
A complete email marketing automation tool right inside Salesforce
Your data already lives in Salesforce. Do more with it. iContact as a native app residing entirely within your Salesforce environment is a total game-changer and time saver.
Track your success
Track the success of your email campaign within Salesforce. Learn how your recipients behaved, who opened your emails, who didn’t, and who didn’t even receive the email. Get reports that give you valuable insight into your campaigns.
Give your emails a more personal touch
Data gives you the ability to see what resonates with what customer, and then you can use those patterns to determine who receives what email. This allows you to send relevant emails and start building a relationship with your prospects, leads and customers.
Highest rated Salesforce email marketing app
We were referred to iContact by a business partner and found their Salesforce integration amazing, very simple to implement.
Do more with your favorite CRM
Do more with your Salesforce account with iContact without ever having to leave your selling workflow. See how we can help.
What is a list of contacts in iContact?
Each time that you send an email to a Campaign, a list of contacts is created inside of your iContact account. As contacts are added to iContact, each contact is assigned a “subscription status”. All new contacts begin as "subscribed" - able to be sent email.
What is iContact for Salesforce?
The iContact for Salesforce integration augments Salesforce email capabilities. The iContact App is best at sending email to many contacts and leads at one time. The primary features of the iContact for Salesforce App are;
Is iContact for Salesforce compatible with automation?
iContact for Salesforce is not currently compatible with automation, workflows, or triggered email. iContact for Salesforce offers two options for sending email; immediately, and scheduled for a later time and date.
Does iContact have subscription preferences?
iContact for Salesforce does not offer subscription preferences. When a contact unsubscribes from one email message, the contact is unsubscribed from all Campaigns going forward. Salesforce offers one field for unsubscribing from email; the Email Opt Out field.