Add Attachments to Lightning Email Templates

Your company’s marketing collateral can now be part of your email templates. By adding attachments to email templates, sales reps don’t have to worry about remembering to include that key brochure when emailing customers. Plus, you can make sure that attachments always include the latest content.

Where: This change applies to email templates created in Lightning Experience in Personal, Group, Professional, Enterprise, Performance, Unlimited, and Developer editions.

How: When editing an email template, click the Related tab, and upload the file.

Email template related tab