Inserting Templates in Your Outlook Emails
Groove templates help you insert saved messaging into your emails so that you don't need to copy/paste or retype all the information you usually send to prospects and clients. Additionally, you can include merge fields from Salesforce in your templates (along with fallbacks) to personalize each email you send out. For example, you can include {!firstname}, {!company}, or any standard/custom fields from Salesforce from the Lead, Contact, Account, Opportunity, Case, or custom object:
Using Templates from your Inbox
*Outlook web and desktop users can follow the process below to send tracked emails. There are slight differences in where the options show up on both web and desktop, which are explained below*
1. In Outlook, open a new message
2. In the To: box, include a recipient who is a lead or contact in Salesforce; ideally, a test/dummy lead or contact in your Salesforce
3a. Users on Outlook web: Open Groove by clicking the Groove icon in your Message Surface. If it's not there, you can open it by clicking the three dots and selecting Open Groove.
3b. Users on Outlook desktop: Open Groove by clicking Open Groove in the Top Ribbon
4. Click Templates. Alternatively, you can click Add Template after clicking the Groove icon (Outlook web users) or Add Template in the Top Ribbon (Outlook desktop users):
5. In the Templates window, you can view, create, edit, delete, and use templates. If you'd like to manage or share your templates with teammates, you can click Manage Templates at the bottom left:
6. In this case, let's find a Sample Template (Email 1). Notice that there are a few Salesforce merge fields in this Template. Click Use Template:
7. You should see a personalized email from Salesforce with the person's details!
