Lightning: Configuring Email Templates

  • Click the gear icon


  • Click Setup


  • Search "Classic Email Templates"


  • Click "Classic Email Templates"


  • Select "Jasmine Email Templates" Folder


  • Select the Email Template to edit by clicking the template name


  • Click the "Edit HTML Version" button to edit the template


  • Use the editor to update the email template


  • Use Merge Fields to pull data from the database to be added to the email when sent. Then copy and paste the code into the email template.


  • Use the Attachments' section to attach files (ie. PDFs, Docs, etc.) to the email template.


  • Click Save when done.

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