This article will walk you through how to create email templates with tokens which can be used in the Rules Engine when sending emails via the Gainsight Email Service.

Note: Rules Engine fetches updated email template from SFDC email templates.

Create Email Template

Create Email Template

Gainsight email templates can be found in the same place you would find other Salesforce email templates. To find templates and setup new ones you will:

  1. Click Setup at the top right of Salesforce
  2. Expand Email
  3. Choose My Templates
  4. Select the GSEmailTemplates folder

You will see one sample template in the folder. To add a template click New Template.

Step 1. Email Template: New Template

Step 1. Email Template: New Template

Choose the type of email you would like to create. Gainsight supports the following two types:

  1. Text
  2. Custom (without using Letterhead)

In this example we will be adding a Text template. Click Next to continue.

Step 2. Text Email Template: New Template

Fill out the following details:

  • Folder GSEmailTemplates must be selected
  • Available For Use
  • Email Template Name
  • Template Unique Name
  • Encoding
  • Description
  • Subject
  • Email Body

When inserting a merge field put a $ in the front. See the example in the screen shot above.

Click Save to preview.

To make additional changes click Edit.