> For the complete documentation index, see [llms.txt](https://creativemail.gitbook.io/knowledge/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://creativemail.gitbook.io/knowledge/getting-started/creative_mail_user_guide.md).

# Creative Mail User Guide

Installation and setup is a very straightforward process and only takes around 10 minutes,

1. The first step is to install the Creative Mail app from the appexchange - [Creative Mail Appexchange](https://appexchange.salesforce.com/appxListingDetail?listingId=a0N4V00000DZQiVUAX)

<div data-full-width="false"><img src="/files/ddzBQTXTO4aNawk8zlsI" alt=""></div>

2. Follow the steps to install the app in your Sandbox or Production environment

![](/files/hlxVKydC4bCyzmEcku7k)

![](/files/fFjUEkFNzuqtMZITJ2fX)

3. Once installation is complete, you need to ensure that you have assigned your user(s) with the Permission set - **Creative Mail User**

![](/files/dYDYkZZBU4JJTuIzIsnu)

4. Next step is to go the Creative Mail app by searching for the app from the **App Launcher** and navigate to the Creative Mail Templates tab

![](/files/zSMgzk89Y84gSjqsylJB)

5. You're all set, now just hit the **New** button and give your first Creative Mail Template a name

![NOTE: Special characters are not allowed for the name](/files/Vut6780eu6I3Iem4lLbI)

6. Once you navigate to the Creative Mail Template record page, you can update basic template details by clicking on the **pencil icon**

![](/files/WNe67mxkLKl0OuSBvgtQ)

![](/files/yMovwCVqn4uon9pG0tRb)

7. To access the Email Template builder, simply click the **Edit** button on the top right

![](/files/DPUWFxv9OepcU0GTU2k1)

<figure><img src="/files/8zfb9oKcrqBIVah9Wwqc" alt=""><figcaption><p><strong>NOTE</strong>: Merge tags can be accessed via the Text editor by typing @</p></figcaption></figure>

8. Once you're done oozing all your creativity on your perfect email design, you can hit **Save** and view the Email Template that you have created.\
   The link to the Lightning Email Template will also be displayed on the record page.

![](/files/JiqsuHl5D1iRdivzuxvY)

9. You can do a quick send by using the **Compose** button available on the right side

<figure><img src="/files/kAXqFthnNExGilaJx7Lq" alt=""><figcaption><p><strong>NOTE</strong>: You need to click on <strong>Insert, Create or Update a template</strong> button to select the Email Template</p></figcaption></figure>

<figure><img src="/files/JiqsuHl5D1iRdivzuxvY" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/gta4rAHToHnEY7f5KLB2" alt=""><figcaption></figcaption></figure>

10. And that's it, you've just designed and sent your first email using Creative Mail!


---

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