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Salesforce Email Templates: How To Turn Your CRM Into An Email Powerhouse In 2020

By Veronica Best | April 22, 2020 | Categories: Product
salesforce email templates blog
⏱ 3 minute read

Perhaps one of Salesforce’s best-known strengths is how the organization encourages innovation. Because so many brands communicate inside of Salesforce, having a tool that seamlessly integrates and makes email production easy creates a lot of opportunity for saving time and high quality email execution.

Email production engines aren’t typically a source of efficiency, but this framework can make the email process a model of performance.

Why isn’t building an email, or sending out emails at scale easy?

We can empathize with any marketer, communication head, or customer service representative who had to spend a lot of time in an antiquated email editor, or wait for a developer to put an email together.

Let’s be honest, even though we’ve all got people and systems in place to make our email production process smooth, shouldn’t be a lot easier and faster?

Sending out emails quickly and not being limited by other people’s schedule or the platform itself can create time for high value teams to work on much more important things. Unfortunately, most email tech stacks aren’t built with collaboration, branding guides, or ease of use in mind.

You can almost tell who built the email production engine when you’re using it, can’t you?

Many were built by developers for developers…and that’s fine…unless you’re a lean mean team who wants to email at the speed of 2020.

Today, email production is outside the dev role, yet most tools still require significant help from developers.

How much opportunity in current email production is there?

The short answer is: a lot. High value team members can focus on more important things. Not to mention the role that email can play in an organization when used effectively. Two scenarios immediately come to mind when thinking about opportunity.

Scenario 1: “Emails are already going out smoothly on my team.”

Smarter tools can help brands optimize the entire email production process, and along the way, reduce errors. Features like robust collaboration, brand consistency tools and mobile responsiveness can level up emails and create a lot of additional time for high value employees on the team.

There are a lot of big opportunities in the typical email production process. Hours spent on manually tweaking code, reformatting emails for responsiveness and user texting all can be automated with the right tool.

Right now, we’re turning one of our most exciting partnerships into a case study that shows just how much opportunity using the right tools can create. Look out for this on our site in the near future!

Scenario 2: “I don’t have the technical experience or resources to do email like I’d like to”

For smaller teams, a drag and drop email builder and a simple user testing environment helps save lots of time. Robust features that make coding obsolete and mobile responsive emails simple can create a lot of opportunity, or save valuable time.

We built our product with enterprise level features for any sized business with these features:

Visual editor
Easy for non-technical people to edit and create emails with no coding involved.

Branding
Our system ensures consistent branding happens across all emails and departments.

Collaboration
Stakeholders from various teams can work seamlessly in one tool to create and change emails: designers, translators, developers, and legal or branding teams.

Approval
Allow approvals and contributions in line from different users around the organization.

Localization
Save money and time by grouping your localizations and serve a single translation to multiple locales. Our tool supports 120+ locales per template.

Templates
Easy to use, modify, and customize templates that work with any email sending software/ESP.

Markup language
DML, our Powerful email markup language supports smart, dynamic content

Integrations
Easily export your finished email templates to your ESP.

Three principles that will level up your email production workflow

  1. Collaboration and stakeholder alignment – the right people are involved at the right time. Reduces noise in inboxes and on Slack, and fosters asynchronous, high-visibility collaboration
  2. Time to market – ie. Templates get published faster, with fewer errors, so that you can scale your emails as your business scales
  3. Pixel perfection – on-brand, design-approved, localized, and tested. Mobile and dark-mode ready.

Export To Salesforce Functionality

Seamlessly convert and export your Dyspatch email template to the Salesforce supported AMPscript language. Additionally, with Dyspatch’s support for the industry standard Handlebars templating language, you can export the same templates to Salesforce Pardot, or the ESP of your choice.

This means a team doesn’t have to change anything in their tech stack, or learn new complicated processes to support multiple languages with one email template.

Veronica Best, VP of Product

Voracious reader and self-professed #emailgeek. Passionate about all things product. VP of Product at Dyspatch.

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Dyspatch respectfully acknowledges the Lekwungen and W̱SÁNEĆ People, whose unceded territories we live and work on. We would also like to express our gratitude to all of the Coast Salish people as we continue to work and live as guests on their lands.

We recognize that acts of colonization created many inequities for First Nations, Inuit, and Métis people. As a company, we acknowledge that we have a responsibility to work towards reconciliation and to remain open to suggestions and consultations, especially with Indigenous communities.

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