How to customize your Send Gifts template:
1. CompanyLogoPlaceholder document
2. GiftBoxHeader document
3. Greeting text
4. Body text
5. Email Signature text
6. SNY_Email_Redemption_Display custom label
Instructions for updating images and text to update the document images:
Step 1) Switch to Salesforce Classic mode by clicking the profile icon in the upper-right → click Switch to Salesforce Classic
Step 2) Click on the “+” to see all available tabs, then find Documents
Step 3) Find "Snappy" in the folder dropdown and select "Go!"
Step 4) There will be a list of documents related to each image used in the email template:
a. Company Logo Placeholder
b. Gift Box Header
Step 5) Click on the name of each document and from the detail page, click "Replace Document" then on the next screen, choose a file on your local computer to upload or provide a URL to an image, then click "Replace Document"
To update the text placeholder for the Snappy Gifts Dashboard, there are a number of Custom Labels
1. SNY_Email_Subject
a. {0} sent you something special!
i. {0} is replaced by current user name
2. SNY_Email_Recipient a. Hey @firstname
3. SNY_Email_Body
a. Thank you for working with us at {0}.
Here's a little something as a token of our appreciation. You deserve it! i. {0} is replaced by the Company value on current user record
4. SNY_Email_Signature
a. Sincerely, {0} from {1}
i. {0} is replaced by the current user name
ii. {1} is replaced by the Company value on the current user record
5. SNY_Email_Redemption_Display
a. “Reveal Your Surprise” text in email
To update these labels, Translation Workbench will need to be enabled in the org.
Enable Translation Workbench Help And Training Community
Once enabled, navigate to Setup > User Interface > Custom Labels
Click on a custom label and then click New to add a new translation. This will override the default custom label. Where parameter replacement occurs, {0} and {1} can be used in the translation value, note what value will be swapped out as new text is determined
Note that since these values are for placeholder text, if the admin update the text for sending a gift, adding {0} or {1} to the field will not cause a replace. The exception is for Greeting where @firstname will be replaced with the recipient’s first name.
Please Note: Since these values are for placeholder text, if the admin update the text for sending a gift, adding {0} or {1} to the field will not cause a replace. The exception is for Greeting where @firstname will be replaced with the recipient’s first name.