Difference between revisions of "Email Templates"
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# Under '''Category''' select the kind of field you want to access.<br>(The list varies, depending on the type of template.) | # Under '''Category''' select the kind of field you want to access.<br>(The list varies, depending on the type of template.) | ||
#* '''Accounts Fields -''' Fields from the [[Account]] attached to the current Case | #* '''Accounts Fields -''' Fields from the [[Account]] attached to the current Case | ||
#* '''Case Fields -''' Fields containing case-specific information. | |||
#* '''User Fields -''' Fields pertaining to the current logged in user. | #* '''User Fields -''' Fields pertaining to the current logged in user. | ||
#* '''Company Fields -''' Data from the [[Company Information]] settings | #* '''Company Fields -''' Data from the [[Company Information]] settings | ||
#* ''' | #* '''Current Note -''' The last note added to the case | ||
#* '''Previous Notes -''' The list of notes that were added previously | |||
#* ''' | |||
#* '''Custom Variables -''' Special variables that you can add to and modify, as needed. | #* '''Custom Variables -''' Special variables that you can add to and modify, as needed. | ||
#*: (Some, like "Support Team Name", were defined for you when you installed {{HD}}.) | #*: (Some, like "Support Team Name", were defined for you when you installed {{HD}}.) | ||
Revision as of 19:11, 18 December 2012
> Customize > Email Templates
About Email Templates
Email templates are used to carry on case-related communications. The variables they contain are replaced with case-specific data, to create a customized message. A large collection of templates have been predefined for use in a variety of circumstances. For example, one template is used to tell a customer that a new case has been created for an issue they reported, while another tells them when a Note has been added to their case.
You can create new templates, and modify the ones that already exist.
Working with Email Templates
Creating or Editing an Email Template
- Go to
> Customize > Email Templates - Click [New Email Template] or select an existing template
- Fill in the information below
- Click [Save]
Available Template Fields
This section contains the Template Variable Tool. You'll use it to get variables to use in the template. First, though, fill out the Basic Information in the next section.
Basic Information
- Template Name - The name that appears in the list of templates.
- Type - Specify the type of template, which determines where it can be used and which template variables are available.
- Case Response - The template is used to notify the end user when a Case Worker has added a comment to a Case, or to send and automatic response when the end user has corresponded via Email to Case or Web to Case.
- Service Portal Invitation Template - The template will be sent to a customer to invite them to the Service Portal.
- SLA Notification Template - The template is used to send reminders and (re-)assignment announcements, as part of SLA processes.
- From Name - The name that indicates the person or department the email came from. For example, "Company Support".
- From Address - The email address that end-user replies will go to. (See the note below)
- Subject - Subject for the message.
- Message - Choose how you want to compose the message:
- Use the WYSIWYG HTML Editor
- Paste HTML code written in an external editor into the RAW HTML window
- Write a Plain Text message
Tip: Most templates are set up to use the Email to Case mailbox as the "From" address. That way, replies to each message are automatically recorded as part of the Case.
Template Variables
Use the Template Variable Tool at the top of the page to get variables you can use in the template:
- Under Category select the kind of field you want to access.
(The list varies, depending on the type of template.)- Accounts Fields - Fields from the Account attached to the current Case
- Case Fields - Fields containing case-specific information.
- User Fields - Fields pertaining to the current logged in user.
- Company Fields - Data from the Company Information settings
- Current Note - The last note added to the case
- Previous Notes - The list of notes that were added previously
- Custom Variables - Special variables that you can add to and modify, as needed.
- (Some, like "Support Team Name", were defined for you when you installed ServiceDesk.)
- Select the field you want.
- The template variable appears.
- Copy the name that appears in the Variable field, and paste it into one of the template fields.
- (For example, From Name:, From Email Address:, Subject:, or Message:.)
-
Tip: The easiest way to create your own template is start by copying one that is close to what you want. That way, many of the variables you need are already in the template body.
Attachments
Choose one or more of the Document Templates you've created to encapsulate Case data. The document is generated from the data and attached to the message.