Download page Add a New Conga Email Template to a Solution using Solution Manager.
Add a New Conga Email Template to a Solution using Solution Manager
If a solution created using Solution Manager requires a new HTML email template, you can create one within Solution Manager.
To create a new Conga email template using Solution Manager:
Before you begin, you must have a solution record created and open.
On the Conga Solution screen, clickAdd Conga Email Template.The Conga Solution Email Template screen appears.
On the Conga Solution Email Template screen, clickCreate New Conga Email Template Record.The Conga Email Template Edit screen opens in a new window.
In theNamefield, enter a name for the email template.
(Optional) In theTemplate Groupfield, enter the name of the template group containing this template.
(Optional) In theDescriptionfield, enter a description of the template.
(Optional) If you want to store the body of the template as an attachment rather than a rich-text field, select theUse attachment for template bodybox.
In the Email Content area, in theSubjectfield, enter a text string that will become the subject line of the merged email. You can include dynamic content in the Subject field. For example, Invoice for{{OPPORTUNITY_NAME}}.
In theHTML Bodyfield, enter the contents of the body of the email. You can use text formatting and attach images and files by using the text formatting tools in the HTML Body toolbar OR in theText Bodyfield, type body text without using rich-text editing tools.
ClickSaveto save the template.
Close the window to return to theConga Solution Email Templatescreen.
Select the template from theAll Available Conga Email Templatestable and clickAdd Conga Email Template to Solution Recordto add the template to the solution.
(Optional) ClickUpdate Buttonto add your changes to the current button URL.