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Conga Support

Sending an Email using Conga Email Templates

Since Conga® Email Templates (CET) may be used in conjunction with traditional File Templates, you select the CET by clicking the Conga Email Templates tab.

To use a Conga Email Template:

  1. Click Conga Email Templates to view saved templates.

  2. Select the email template to use.

  3. Click the Merge & Email button on the Composer® dialog box. 

After processing is complete, you’ll be presented with a Salesforce® (or SendGrid® email), fully populated with data and ready for review.