Email template setup options for field reps
Key Takeaway
Template options are set on each template, and Email Settings control what sales reps can do when sending. Email Settings apply in a hierarchy: User overrides Profile and Org Default, and Profile overrides Org Default.
In Life Sciences Cloud for Customer Engagement, field email templates are packaged HTML emails that an admin uploads so sales reps can send approved content quickly and compliantly. Setup has two layers. Options on each template control who finds the template, what sales reps can change, automation, and consent. Email Settings control what sales reps can do when sending. You can apply Email Settings to the whole org, to specific profiles, or to specific users.
What goes in the ZIP file
Each email template starts as a ZIP file that you create before you upload it. Each ZIP file contains an index.html file for each supported language and a thumbnail.jpg file.
A ZIP file can also contain an attachments folder and a fragments folder. In the attachments folder, required attachments are marked with a required__ prefix. Fragments give sales reps controlled customization rather than free editing. You must share fragments with sales reps before they can use them to customize email content.