# 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="https://3979581627-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FFz9HnYEjjTQkkiyL9ed8%2Fuploads%2Fgit-blob-0a01fd65aa0c833022562728c7919f4fab9e8e9e%2FOxBF4FAP3Wm-MLe05bQ2_hBb6kCmWdZ6dA.png?alt=media" alt=""></div>

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

![](https://3979581627-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FFz9HnYEjjTQkkiyL9ed8%2Fuploads%2Fgit-blob-ab6ca6a54bb936179f4aa5be76347e232710b297%2FWfMN38gOhF1-zNG7xTg7hMBMK_KWOneCMQ.png?alt=media)

![](https://3979581627-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FFz9HnYEjjTQkkiyL9ed8%2Fuploads%2Fgit-blob-fdb641dd14b1c319f05e27ed94d1fb02ff7bc5e5%2FJ4vhH5IOzXzjkEbdRQkQmDsjqEm_kjQOyw.png?alt=media)

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

![](https://3979581627-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FFz9HnYEjjTQkkiyL9ed8%2Fuploads%2Fgit-blob-69412ce3b35726e8a7d14d108c2ef3bbdb035e71%2Fj3J1RxcbgZ0sl4fHJ3KpMs3aXe87k5FeLA.png?alt=media)

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

![](https://3979581627-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FFz9HnYEjjTQkkiyL9ed8%2Fuploads%2Fgit-blob-e3afafdeb75d473881fbd238e09beaeca05175d9%2Fl-iM0bZwMgAtiOpGaIVEpQSbmZkJxJcfXA.png?alt=media)

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](https://3979581627-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FFz9HnYEjjTQkkiyL9ed8%2Fuploads%2Fgit-blob-d1cc48e96449eac18254b56d628f75eb34d4c800%2FYXtFMVXUFzKfL9YZitSCLpMM4avjQhNmxQ.png?alt=media)

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

![](https://3979581627-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FFz9HnYEjjTQkkiyL9ed8%2Fuploads%2Fgit-blob-c839f236492722e5f2f1eb8f4b51bff00d8ec0b2%2FB49CVodlBsoM_gRKEiE280iyaqHrx-sjWA.png?alt=media)

![](https://3979581627-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FFz9HnYEjjTQkkiyL9ed8%2Fuploads%2Fgit-blob-2c4dc44854ba18dd2596365c330ed9c444462d20%2FoXaxoKZUHgSHgygShzD6I_BM8SjIaphncw.png?alt=media)

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

![](https://3979581627-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FFz9HnYEjjTQkkiyL9ed8%2Fuploads%2Fgit-blob-45b36be659a9d65d4e66a7e1e8cc63425ab2737c%2FwrmMsu9UOUlqxcwrAtqYG4W6KbmH31jRTw.png?alt=media)

<figure><img src="https://3979581627-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FFz9HnYEjjTQkkiyL9ed8%2Fuploads%2Fgit-blob-b5461098be3b2dc2fa30dfc7c80a3238f4c529fc%2Fhk8FjGm3RGuV0ERzdQMnEdyPsdJv4AbnHA.png?alt=media" 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.

![](https://3979581627-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FFz9HnYEjjTQkkiyL9ed8%2Fuploads%2Fgit-blob-59ec8b41abe8d6e8729ed96df81835efb7a8e03d%2FJLY5w34cvMbY-4y1WIseWjuNjEI-mfxEKA.png?alt=media)

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

<figure><img src="https://3979581627-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FFz9HnYEjjTQkkiyL9ed8%2Fuploads%2Fgit-blob-cc70d924888a7db796c6ac0807c24ce7f89768d2%2Fos-QuIl5M4nd16u8dLw9LXlwa5YifLbnLA.png?alt=media" 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="https://3979581627-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FFz9HnYEjjTQkkiyL9ed8%2Fuploads%2Fgit-blob-59ec8b41abe8d6e8729ed96df81835efb7a8e03d%2FJLY5w34cvMbY-4y1WIseWjuNjEI-mfxEKA.png?alt=media" alt=""><figcaption></figcaption></figure>

<figure><img src="https://3979581627-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FFz9HnYEjjTQkkiyL9ed8%2Fuploads%2Fgit-blob-db516fab0a0f272d6fe844841ee9aca99b1f0795%2FOdBI0NkIbEKZbg40tDf8-hqTU6e3cUzGSw.png?alt=media" alt=""><figcaption></figcaption></figure>

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