Create a Cadence Email Template | Scribe

    Create a Cadence Email Template

    • SalesforceSalesforce
    Click here.
    Click "Cadences App Configuration"
    Click "Email Follow Up Sequence"
    Click here.
    Click "Edit Object".
    Click "Fields & Relationships"
    Click "Folder"
    Click "New".
    Create a Folder. (This will be the name of your Email Template)
    Save.
    After Creating a Folder where the Email Template will be associated, return to "Setup."
    Search for "Classic Email Templates"
    Click this dropdown. Choose "Left Main Lead Follow Up" folder.
    Click this button to create New Email Template.
    Click "Text" or "HTML."
    Click here.
    Fill out the fields. Tip: The Email template name should be uniform with the folder it's associated with. Include on which day you would like the email to be sent if appropriate.
    Click "Save".
    Click here to Test and Verify the merge fields.
    Tip! Repeat the steps above until you complete all the emails you would like to include in your email follow up sequence.
    Want to make guides like this in seconds? Yes, it's really that fast.
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