Making a template available in Engage

You can create email templates that sales users can access and send in Engage. Sales users are given access to email groups, and any email assigned to the email group will be accessible as a template in Engage.

Before you begin:

  • If allowed by the administrator, sales users can send emails without a template. See Sending personal email messages.
  • The following email editor features are not supported in the Microsoft Outlook add-in: Locked Blocks, Hide in Mobile.
  • To use the template, sales users must have access to the email group and View asset permissions.

To make a template available in Engage:

  1. Create and configure your email group and make it available to Engage.
    1. Navigate to Assets An image of the Assets icon, which is represented by a black pencil. > Email Setup > Email Groups.
    2. Select an existing email group or create an new one.
    3. Select the Make this Email Group available in Eloqua for Sales check box.

      An image of the Make this Email Group available in Eloqua for Sales option.

    4. Click Permissions and review and customize the email group permissions. You want to ensure that your sales users have access to the email group. Also ensure that your security group has access.
    5. Save your changes.
  2. Add your email template to the email group associated with Engage.
    1. Navigate to Assets An image of the Assets icon, which is represented by a black pencil. > Emails.
    2. Select an existing email or create a new one.

      Tip: You can create an Engage protected email template for your sales users by creating your email from a protected marketing email template.

    3. Ensure that you assign the email to the email group that you enabled for sales above.
  3. Review and customize the email permissions.
    1. Click Actions, then select Permissions.
    2. Ensure that your sales users have access to the email. The template will be available to sales users if they have the View permission.

      An image of the Permissions window.

Learn more

Email groups

Emails