How to automate different Email Templates based on the fields selected?
In any business, communicating with the customer is the most important activity. If your business deals with a countable number of customers it is easy to compose an email manually. But if there are multiple customers with multiple requirements, it is impossible to follow up with them manually. Email templates associated to workflow rules will provide solution to these kinds of situations. With email templates you can automate the same message to multiple recipients upon triggering a workflow rule. Email templates can be created in three ways:
Create from scratch
Using predesigned templates
Inserting HTML
To create Templates
Go to Setup > Customization > Templates > Email.
Click +Template, select the desired module.
From the Template Gallery choose the suitable template, or create from the scratch.
Create multiple templates based on your requirements.
To create a workflow rule,
Go to Setup > Automation > Workflow Rules > + Create Rule.
Provide the necessary details and click Next.
Choose the desired option under WHEN, to execute the rule trigger.
In Conditions choose 'Leads matching certain criteria', and select the fields accordingly.
Choose 'Email Notification' from Instant Action for immediate action or choose scheduled action to execute the rule after some time.
Select the template that matches the field chosen above.
Click Associate and Save.
Similarly create separate workflow for each of the template created and map them to the workflow rules. After configuring workflow rules with email templates, the system sends dynamic emails based on the field selected by the customer.
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