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Act-On Software

Creating Email Templates for Salesforce

 

Act-On's integration with Salesforce allows marketing and sales users to send Act-On email messages from within the Salesforce platform.

Marketing teams can create and provide consistent marketing email messages for use by the sales team. Sales users can easily send their individual leads and contacts marketing-approved content. The email message will come directly from the sales user or owner of record rather than a generic sender.

  1. Click Content > Email Templates.
  2. Hover over the list of template folders to the left, and click Manage.
  3. Click Add, enter a folder name, and click Add.
  4. Enable (place a check mark) in the second box from the left next to the folder that will be published to sales users in Salesforce.
  5. Click Save.
  6. Click Actions > New Template, and create the content for the email message.
  7. Save the template.
  8. When the template is saved, hover over it, and click the down-arrow.
  9. Click Move, and choose the name of the folder that is available to sales users in Salesforce.
  10. Repeat steps 9 and 10 for any other templates that should be accessible to sales users in Salesforce.
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