Mail Designer 365 and SalesForce

Send custom made HTML email templates using the SalesForce online CRM platform.

How to export your HTML email to SalesForce

  1. Build your HTML email design in Mail Designer 365 and select “Share” > “Website / HTML…
  2. Enter the image URL prefix for the online server where you will be hosting your images. You will need this later on so that your images can be located and displayed accurately in your design.
  3. Following export, select the images in the folder and upload them to the server from the previous step.
  4. Sign in to your SalesForce account and go to “Settings” > “Email” > “Email Templates.”
  5. Click on “New Template”, for the type of email template, choose “Custom (without using Letterhead.)”
  6. Locate the content.html file in the HTML export folder. Right click the file, and open it with a text editor. Copy the entire code and paste it into the HTML Body area to upload your newsletter.
  7. After you have copied the HTML code into your SalesForce email template, you can select preview to check for any mistakes.
  8. You can now use your Mail Designer 365 HTML design with the automation tools provided in the SalesForce platform.

Use your HTML email design with the SalesForce platform.

Need support?

Our team is always on hand ready to give you support. If you have specific questions regarding HTML export to SalesForce, or just need some extra help getting set up, get in touch!

That’s not all!

Mail Designer 365 works seamlessly with all leading email marketing services. You can check out our full range of integrations and compatible platforms on our integrations page.

Start using Mail Designer 365 with SalesForce…

Mail Designer 365 helps you create stylish, professional HTML emails on your Mac to use with SalesForce. Download for free to see what you can achieve.

 

Try for free