Introducing Email Templates

Just as the platform includes built-in tools for setting security permissions, tracking events and tasks, and building business logic with automated processes, it also provides a built-in tool for writing emails to users and contacts in your organization. Email templates allow you to create form emails that communicate a standard message, such as a welcome letter to new employees or an acknowledgement that a customer service request has been received.

To personalize the content of an email template, we can use merge fields to incorporate values from records that are stored in the system. For example, if we wanted to address an email recipient by their first name, we could write an email template.

1Dear {!Contact.FirstName},
2
3...

In this example, {!Contact.FirstName} is a merge field that brings in the first name of the contact to whom the email is addressed, so an email to John Smiley would read:

1Dear John,
2
3...

For our email alert, we can build an email template to notify users of new positions that have been added to the system. We can use merge fields to include information from the position record, such as its title and the required skills. Let's go do that now, and then we can add the email alert action to our process.