All The Secrets To Lightning Email Templates


7 min remaining

This article will explain what lightning email templates are, how to use them and why they are important. Most people have seen the email template with “Dear Followers” written on it. But, have you ever tried one that was more personal?

We’re sharing personalization tips today for your email, including some examples of effective subject lines.

What are Lightning Email Templates?

Professional means being able to complete your work on time and efficiently.

It is essential to be able to write well, even in a world that constantly changes. But not everyone is confident in their written English.

Lightning Templates are a way to improve the way you communicate via email. Lightning Templates allow you to quickly create emails without worrying about grammar and punctuation.

Why do you need Lightning Email Templates?

Many people still use email templates to write emails and send mass emails. If we want to personalize our messages, it is not necessary to copy and paste text from one place in the message into another.

This is why customized electronic mail, also known as customization, has become popular. It allows you to personalize your message while maintaining a professional tone.

Continue reading for more information about Lightning email templates

What are some other benefits? There are many other benefits.

These will be crucial for some companies as staff may only have access to their company-issued devices. It is more efficient to make one unique for your company.

It’s possible to share links with others on the team. For example, if you send out mock-ups for new designs and want to let a colleague see them without sending an entire email. It can be useful to have some peace of mind, especially when dealing with sensitive information or comments.

Steps in Lightning Email Templates

A Step-by-Step Guide to Using Email Templates in Salesforce

Step 1 – Create Settings. Click on your Profile and then choose ‘Settings’ from the drop-down. Click on Preferences and select General. Scroll down until you find something similar. The creation process might differ depending on your Salesforce version. Click on the Add Email Template button.

Step 2 – Choose an email template – Select the template that will load, if it doesn’t already exist. This is to verify that nothing has been added yet. We are currently adding one.

Step 3 – Create an email template – Click on Email Templates to select your new blank entry in the upper right-hand corner.

Step 4 – Customization & tweaking –Once you have created the template, you will be able to see an empty section in which you can enter text. Let’s start by typing something to get an idea of what can be added inside templates. Then we’ll sort it out. Click on the pencil icon that should appear under the heading. Copy & Paste the Example

Add a background! Click Interface Builder (bottom left) to add a background. Select Insert > Image, and then paste one of these images into the blank area. Word won’t work best.

It is also important that you use the same font for your header and body elements as the template. Salesforce uses these text boxes to automatically format email messages. (You can see how many templates there would be if you didn’t need an explanation!) Now we will add a background picture. Click Insert Image below the style boxes.

If you see tooltip text appearing inside, click OK.


  • Salesforce steps in to save the day with Lightning email templates. These templates use Lightning’s email builder which is built on Salesforce.
  • It is easier to send familiar emails using different phrases than rewriting each one individually by using different phrases


1. How do you create lightning-quick email templates?

A tool such as MailChimp is the best way to create lightning email templates. This is because the templates created in this tool are clean and professional-looking, while also being easy to customize.

To make your emails personal, you should include information about you and your company. This will allow people to get a sense of who you are. You can include details such as how long you have been in business, your location, and your target audience.

Don’t forget links to help customers find out more about your company and the services they may be interested in. This will make them feel more confident buying from you and will provide valuable content they can share with friends.

2. How can I create an email template using lightning?

A template is a document that includes text, graphics, and another formatting that can easily be reused in different emails.

Create an email template

  • Open the Lightning app for your iPhone or iPad.
  • Tap Mail > Type a New Message > Fill in the Template (to your right of “Compose”)
  • Tap the template you want to choose from the list, and then tap Done.
  • Please enter your subject line and add recipients if needed. Finally, send your message!

3. What is lightning email?

Email templates can be used to create email newsletters to distribute to your subscribers. The templates have a particular layout and format that can be easily customized by the sender.

A lightning email template is an email newsletter that has been optimized to speed, efficiency, simplicity, and ease of use.

4. How can I access my lightning email template?

To access your email templates, login to your account. Click on “my documents” to open the lightning icon.

You will then see all your email templates in the “Lightning Templates” tab.

5. How can I make email templates that work with everything?

To answer this question, it is important to first understand the basics of email templates.

What skills are required to create email templates? What are the steps required to create an email template?

Simply put, an email template is a document that contains all information you want your clients or customers to see when opening emails. These templates can create newsletters, invitations, and marketing campaigns.

For creating an email template, you will need to have a strong command of writing, good grammar skills, and a solid understanding of Search engine optimization.

Let’s now get to the last part, which is the Steps required for creating an email template.

It takes work to create an email template. You first need to decide how often your recipients will receive the emails. Then, set up automated triggers that are based on these criteria to send them out automatically.


Lightning Email is, in conclusion, very important.

What should you include in a lightning email template?

  • Subject line: This is the content of your email.
  • Keep it short and simple, but don’t bore them with too much information.
  • Bullet points or a list of items are best for quick and easy comprehension.
  • Keep it brief and to the point. Most people don’t like long emails.
  • Images that are relevant to your content make it more attractive, but you shouldn’t do too much.

About the author

Kobe Digital is a unified team of performance marketing, design, and video production experts. Our mastery of these disciplines is what makes us effective. Our ability to integrate them seamlessly is what makes us unique.