Customize your Account Engagement Email Content List View

November 19, 2023
Greenkey Digital

Bill Fetter from Unfettered Marketing inspired this blog with his innovative solution of customizing Email Content.

If you’re using the new Lighting Email Builder, you regularly send emails out of Email Content.

The Email Content default page layout looks something like this:

Take a closer look at the columns in the screenshot above. The default list only displays Name, Last Modified By and Email Template. (It could be more insightful!)

If you want to see more details, like delivery rate, open rate, click rate, spam rate, etc., well, you can!

Here’s what your Email Content page could include:

Name
Created by
Created date
Last modified by
Last modified date
Email template
Subject
Total sent
Delivery rate
Open rate
Unique click through rate
Opt out rate
Hard bounces
Spam complaint rate

See the image below:

Customize your Account Engagement Email Content List View

Follow these steps to set up your Email Content list view.

1. Copy this formula to create a list view in Salesforce classic.

https://YOURMYDOMAIN/ui/list/FilterEditPage?ftype=EmailContent

Where you see “YOURMYDOMAIN” in all caps, enter your Salesforce domain.

2. Create a new list view

Populate the steps to create a new list view. Don’t worry about choosing filters because they will not work. All emails will be displayed in the list view.

Select all the fields you want to display in your list view.

Make the list view visible to all users or just visible to you.