Salesforce Email Templates allow you to create professional and consistent emails for your entire organization. They can also be used in conjunction with mass email for sales reps to easily communicate with your customer base.
Here are a few tips to help you get started:
Double check your Salesforce Email Templates before using them
Have another set of eyes check your templates for spelling and grammar errors before using them. This ensures a proper business image.
Organize your Salesforce Email Templates logically
You should have folders for your different (lead, case, contact, sales) templates so that they are easy to find. Utilize folder permissions so that support reps do not have access to lead templates for example.
Utilize merge fields properly
A merge field pulling opportunity information will not populate if you send it from a case. Be sure your merge fields are proper for where the template is going to be used.
Standardize your Salesforce Email templates
Use Letterhead and signatures to standardize (and brand) your email templates. This will give you a better public image.
For more in-depth instructions: See our two-part blog post on How to Set Up Salesforce Email Templates.
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