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Conga Support

Sending an Email using Conga Email Templates

Since Conga® Email Templates (CET) can be used in conjunction with traditional File Templates, you select the CET by clicking the Conga Email Templates tab.

To use a Conga Email Template:

  1. Click Conga Email Templates to view saved templates.

  2. Select the email template to use.

  3. Click the Merge & Email button on the Composer® dialog box. 

After processing is complete, you are presented with a Salesforce® (or SendGrid® email), fully populated with data and ready for review.

The Access Level email deliverability setting for your Salesforce org must be set to All Email in order to send emails with Conga Composer. If it is set to No Access or System Email Only, an error message displays when sending an email through Composer.

Also, Send through External Email Services must be turned off, or an error message displays when sending an email through Composer. These settings are found by going to Salesforce Setup > Email Administration > Deliverability and Salesforce Setup > Email Administration > Send through External Email Services.