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Conga Support

Adding Email Templates

With Conga® Email, you create a template record in the new custom object included when you install Conga from the AppExchange. Then you build a merge template in the record's rich-text field using the Conga Advanced Editor. For more in depth information on Conga Email Templates refer to the HTML Email Template Guide.

About the Add Conga Email Templates Screen

1 The Template Group parameter must be added to your button for this functionality to work.
2 Click Return to Solution Record to close the Add Templates screen and return to the solution record.
3 Click Add Conga Email Template to Solution Record to add a selected email template to the solution.
4

Once you select a template, the Template Name and Template ID fields auto-populate.

Optionally, you can enter a template output file name (Template OFN).

5

f the TemplateGroup parameter has been added to this Solution, the values of the TemplateGroup are shown here and only Conga Templates that match those values will appear in the table.

The Template Group parameter must be added to your button for this functionality to work.

6 You can add an optional Description for your email template.
7 Click Create New Conga Email Template Record to open the Conga Email Template Manager in a new window.