---
schema_version: "1"
id: ebeef2506ccccaa3850888f8ad876603a6165c9d2e9d8370786ee38238d0cce5
title: Create an Email Action with Template
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/xcloud/264-0-0/os_create_email_action_with_template_52337.md
canonical_url: https://help.salesforce.com/s/articleView?id=xcloud.os_create_email_action_with_template_52337.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: e58a6ba6b6cb284bc3496f2cec4284423ab2365d6d54e46d54d876d3d135f242
description: An Integration Procedure uses an Email Template and includes the email that's sent in the recipient's Activities list. No Email Templates exist by default, so this example includes steps for creating one.
products:
  - Omnistudio
release: "264"
---
# Create an Email Action with Template

An Integration Procedure uses an Email Template and includes the email that's sent in the recipient's Activities list. No Email Templates exist by default, so this example includes steps for creating one.

To build this example:

1. [Create the Email Template](https://help.salesforce.com/s/articleView?id=xcloud.os_create_the_email_template_52376.htm&release=264.0.0&type=5 "Create the email template that the Email Action example uses.").
2. [Select an Email Recipient](https://help.salesforce.com/s/articleView?id=xcloud.os_select_an_email_recipient_52418.htm&release=264.0.0&type=5 "Select the ID of the Contact to whom the email in the Email Action example is to be sent.").
3. [Create the Integration Procedure with the Email Action](https://help.salesforce.com/s/articleView?id=xcloud.os_create_the_integration_procedure_with_the_email_action_52445.htm&release=264.0.0&type=5 "After you create the email template and select the recipient, you can create an Integration Procedure that sends an email to a Contact.").
4. [Test the Integration Procedure with the Email Action](https://help.salesforce.com/s/articleView?id=xcloud.os_test_the_integration_procedure_with_the_email_action_52493.htm&release=264.0.0&type=5 "After you’ve created the Integration Procedure with the Email Action, your final task is to test it.").

- **[Create the Email Template](https://help.salesforce.com/s/articleView?id=xcloud.os_create_the_email_template_52376.htm&release=264.0.0&type=5)**  
    Create the email template that the Email Action example uses.
- **[Select an Email Recipient](https://help.salesforce.com/s/articleView?id=xcloud.os_select_an_email_recipient_52418.htm&release=264.0.0&type=5)**  
    Select the ID of the Contact to whom the email in the Email Action example is to be sent.
- **[Create the Integration Procedure with the Email Action](https://help.salesforce.com/s/articleView?id=xcloud.os_create_the_integration_procedure_with_the_email_action_52445.htm&release=264.0.0&type=5)**  
    After you create the email template and select the recipient, you can create an Integration Procedure that sends an email to a Contact.
- **[Test the Integration Procedure with the Email Action](https://help.salesforce.com/s/articleView?id=xcloud.os_test_the_integration_procedure_with_the_email_action_52493.htm&release=264.0.0&type=5)**  
    After you’ve created the Integration Procedure with the Email Action, your final task is to test it.