Download page Sending an Email using Conga Email Templates.
Sending an Email using Conga Email Templates
Since Conga Email Templates (CET) can be used in conjunction with traditional File Templates, you select the CET by clicking theConga Email Templatestab.
Click the Merge & Email button on the Composer dialog box.
After processing is complete, you are presented with a Salesforce® (or SendGrid® email), fully populated with data and ready for review.
The Access Level email deliverability setting for your Salesforce org must be set to All Email in order to send emails withConga Composer. If it is set to No Access or System Email Only, an error message displays when sending an email through Composer.
Also, Send through External Email Services must be turned off, or an error message displays when sending an email through Composer. These settings are found by going toSalesforce Setup →Email Administration →Deliverability and Salesforce Setup →Email Administration →Send through External Email Services.