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- NO CALIBRI - make your document plain Arial BEFORE you start. Modify the Normal Style. Go for Arial 1210.
Setting up the Document
- The blog post says nothing special is required. The help doc says include all your text in a single cell table.
- The help doc says images must be embedded in the file - hmm, I hope that means I can merge images in. I need my letterhead logo.
- Embeded images work. HOWEVER, they do not download in the sent email. HOW is this meant to work?
- Embeded images work. HOWEVER, they do not download in the sent email. HOW is this meant to work?
| Warning | ||
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HOW DO YOU SET THE EMAIL SUBJECT? There is no option anywhere to set the email Subject? How can you auto send this email without a Subject? How can you include merge fields in the subject without a Subject? |
Steps
- Use the wizard to create a basic DDP - oops sorry, Document Package now.
- Set the document properties to send as an Email Body - this is the main thing that makes it an email. This is in that weird cog icon in the weird flash based part of the screen. I do hope they fix this in Lightning.
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- Add a few fields to your word document and re-upload it.
- Read the instructions - set the word document as the Email Template - IMPORTANT!
- The Select Email Template screen has now changed, and you can choose a document or an email as a template. Cool.
- Test the email.
- And NOPE, I get an error and can't continue.
- Include this Error Id if you contact Drawloop Support: 68bf795f-17c5-4d1e-8017-32c9df895687
- Off to Drawloop Support.
- Of course I could not let this go, and tried and tried again.
- It works from Contacts. So let's continue working this from Contacts.
- And as I thought, it's UGLY. UGLY. UGLY.