How to Create/Correct the Classic Email Template for the Lead Auto-Response Rule

You need this Classic Email Template template (with all the correct settings) to make that auto-response email shows up on Miles Dyson's Activity history timeline as shown in the last screecap at the bottom of Lab 3b. To fix this, first you need to delete the Miles Dyson Lead record, then (re)create the template, making sure the settings are right, and then add the Miles Dyson Lead record again to trigger the rule:


  1. Go to App Launcher > Marketing > Leads and click Recently Viewed (upper left) to pull down and select All Open Leads and then find the row for Miles Dyson and click the down arrow on the far right end of the row & select Delete

  2. In the popup, click the blue Delete button to confirm

  3. Do Step 58 to see the list of existing Classic Email Tempates

  4. If you see one you created already named "auto‐response template for incoming web leads for me" or something close to that, click Del by the name and then click OK in the popup to confirm and delete

  5. Do Steps 59-70 to create/re-create the Classic Email Template, making sure you get all the settings correct

  6. If you didn't already create the myweb2lead.html file (or if you did but it's not working right just delete it and then) do Steps 89-98, 104, and 107-129 to create/recreate it making sure you get everything right this time

  7. Do Steps 130-137 to add the Miles Dyson Lead record