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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. Click the plus sign above the list of folders on the left
  3. Enter a folder name and click the check mark to save
  4. Click the cloud icon (Sales Enable) and then click the toggle for your new folder
    Click the cloud icon again to exit the Sales Enable view
  5. Click the blue plus sign for a new message and create the content for your email message
  6. Save the template, making sure to select your new folder as its location
  7. Repeat steps 5 and 6 for any other templates that should be accessible to sales users in Salesforce
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