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How do I create a personal email template?

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How to create an email template in Lightning

Overview 

A personal email template can automatically feature the ASU logo, a personalized greeting using the recipient's preferred name, and your closing signature information.

Please note that while users can create their own templates, they cannot share them.

Steps:

  1. Maneuver to the Email Template Object.

 



2. Select New Email Template.




 

Enter Email Template Name (Required)

Related Entity can be left blank (Not Required)

Enter description (Not Required)

Enter Subject (Not Required)

 




3. Enhanced Letterhead, this field is highly suggested to stay consistent with ASU email templates.  Add Case Management in the Enhanced Letterhead field.





4. You can Merge Fields if needed.

 

 

5. Save the email template. The email template you created will be found in My Lightning Templates.  



Article Properties
How do I create a personal email template?
Personal-Email-Template

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