Add image to email template in Salesforce Lightning

In this Salesforce tutorial, we will learn how to include an image in the Salesforce Lightning email template step by step.

I was given the responsibility of sending an email with an image for the promotion of the new product. So for this, I create an email template in Salesforce Lightning with an image.

If you want to learn how do I insert an image into an email template, go through the complete tutorial. The following are the topics that we will cover in this salesforce tutorial:

  • Add Image to Email Template
  • How to add image to Salesforce Lightning Email Template

Add Image to Email Template

Salesforce provides us with the feature of an email template, which is used to save the time and effort of creating and sending emails to customers.

In addition to this, Salesforce also provides the functionality to customize the email template. By using this we can add the image to our email templates.

Adding an image to the Salesforce email template provides several benefits which are as follows:

  • Add an image to the email template to attract the attention of the audience.
  • It increases the chance that the recipient opens the email and reads it.
  • It also helps in enhancing the brand, which helps to increase the recognization of the brand.
  • By adding images to the email, we can easily convey complex messages.
  • It also helps the reader to understand the content easily.
  • Add an image to your personal email, evokes emotions and feelings that help to create a connection.

With this, we now know adding images to an email template and its benefits. Next, we will move ahead and learn how to add an image to Salesforce Lightning Email Template.

How to add image to Salesforce Lightning Email Template

In Salesforce, there are two ways to add an image to the Salesforce Lightning Email Template which are as follows:

Using Browse or Upload option

In the Browser or Upload option, we upload an image directly from our computer. We get this option in the dropdown menu of the Image button in the email editor.


Using Web Image

In the Web Image option, we upload the image that is hosted on the website. In this option, we will enter the URL of the image that we want to add to the email template.

On successful add of an image, Salesforce retrieves the image from the website and adds it to the email template.

So, let’s move and learn each way step by step in detail with examples.

Add Image Using Browse or Upload option

Here, are the steps to add an image to Salesforce Lightning Email Template using the browse or upload option.

Step 1: Log in to Salesforce Lightning mode, navigate to the right corner of the page, click on the gear icon (⚙), and from the dropdown menu (⬇) select “Setup”.

Add image to email template in Salesforce Lightning
Add image to email template in Salesforce Lightning

Step 2: To add an image to an email template. Move to the left-hand side, click on “App Launcher”, search for “Email Templates”, and select it.

Add image to email template in Salesforce Lightning Example
Add image to email template in Salesforce Lightning Example

Step 3: Now, we will see the list of all the available email templates. Choose the email template in which you want to add an image and click on it to open. In this, I select the “Welcome Customer” email template.

Insert image to email template in Salesforce Lightning
Welcome Customer email template in Salesforce Lightning

Step 4: It opens the template details, now click on the “Edit” button on the top right corner of the page.

Insert image to email template in Salesforce Lightning Example
Insert an image to the email template in the Salesforce Lightning Example

Step 5: It successfully opens the “Welcome Customer” email template in edit mode. Now, scroll down and move to the “Message Content” section to add an image.

Step 6: In the email editor, there is a toolbar on the top with various buttons that are used for formatting the email. To add an image, click on the “Image” dropdown (⬇) menu.

Step 7: Click on the “Browse or Upload” option as our main goal in this section is to learn to add an image using the upload option.

How to add image to Salesforce Lightning Email Template
How to add an image to Salesforce Lightning Email Template

Step 8: It will open up the dialog box. Now search and select the image that we want to add to the email template if it is already uploaded and move to step 10. Otherwise, proceed with step 9.

Add image to Salesforce Lightning Email Template using upload option
Add image to Salesforce Lightning Email Template

Step 9: Click on “Upload” to select the image from the computer.

How to add image to Salesforce Lightning Email Template Example
Add image to Salesforce Lightning Email Template using the upload option

Step 10: Click the “Insert” button to add an image to the email template.

Add image to Salesforce Lightning Email Template using upload option
How to add an image to Salesforce Lightning Email Template Example

Step 11: It will successfully add an image. We can adjust the size of the image by dragging its corners to fit it into a specific area of the email template.

Add image to email template in Salesforce Lightning
Adjust the added image to the email template in Salesforce Lightning

Step 12: Now add the message and click on the “Save” button to save the email template with an image.

Add image to Salesforce Lightning Email Template using upload option example
Add image to Salesforce Lightning Email Template using Upload option example

With this, we have learned to add an image to the salesforce lightning email template using the upload option. Now, we will move ahead and learn to add an image using the web image option.

Add Image Using Web Image option

Here, are the steps to add an image to Salesforce Lightning Email Template using the web image option.

Step 1: After logging into Salesforce Lightning mode, click on the gear icon (⚙) in the top right corner of the page and select “Setup” from the dropdown menu (⬇).

Add image to email template in Salesforce Lightning
Add image to email template in Salesforce Lightning

Step 2: On the left-hand side, in the “App Launcher”, search for “Email Templates” and click on it to add an image to the email template.

Add image to email template in Salesforce Lightning Example
Add image to email template in Salesforce Lightning Example

Step 3: We’ll get a list of all the email templates that are accessible. Choose the email template in which we want to add an image and to open click on it. But, if you want to create a new template, proceed with step 4.

Step 4: Click on the “New Email Template” button.

Add image to email template in Salesforce Lightning using web image
Add image to New Email Template in Salesforce Lightning

Step 5: Fill up all the mandatory fields such as “Email Template Name”, “Subject”, etc.

Step 6: Enter the message in the “Message Content” section.

Add image to email template in Salesforce Lightning using web image example
Add image to email template in Salesforce Lightning

Step 7: To add an image to the email template, use the toolbar at the top of the email editor, which has a number of buttons. Click the “Image” dropdown button (⬇) to add an image.

Step 8: Click on the “Web Image” option as our main goal in this section is to learn to add an image using the web image option.

Insert image to email template in Salesforce Lightning using web image
Insert an image to the email template in Salesforce Lightning using Web Image

Step 9: It will open up the dialog box. Enter the “Image URL” of the image that we want to add to the email template and “Image Description”.

Step 10: To add an image to the email template, click the “Insert” button.

Insert image to email template in Salesforce Lightning using web image example
Insert an image to the email template in Salesforce Lightning using the Image URL

Step 11: An image will be added successfully. By dragging the image’s corners, we may adjust its size to fit it into a particular space on the email template.

Add image to email template in Salesforce Lightning using web image
Add image to email template in Salesforce Lightning using web image

Step 12: Click on the “Save” button to save the email template with an image.

Add image to email template in Salesforce using web image option
Add image to email template in Salesforce using web image option

As a result, we now know how to use the web image option to add an image to a salesforce lightning email template.

Conclusion

With this, we have learned that adding an image to an email template in Salesforce Lightning is a simple process and we can add it using two different options.

In addition, we have also learned the benefits of adding images to an email template such as it creates the email more engaging and interactive.

Moreover, the following are the topics that we have discussed:

  • Add Image to Email Template
  • How to add image to Salesforce Lightning Email Template

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