Difference between revisions of "Email Templates"

Revision as of 23:57, 12 December 2012

> Customize > Email Templates

About Email Templates

Email templates are used to carry on case-related communications. They 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 Template] or select an existing template
Fill in the information below
Click [Save]

Available Template Fields

The Template Variable Tool appears at the top of the page. You'll use that tool to find out what variables exist for this kind of template, and what those variables are called.

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

The Template Variable Tool gives you the variables you can use as you compose the body of the template.

@@ Line 14: / Line 14: @@
 # Click '''[Save]'''
-====Template Variables====
+====Available Template Fields====
-The ''Template Variable Tool'' appears at the top of the page. Use that tool to find out what variables exist for this kind of template, and what those variables are called.
+The ''Template Variable Tool'' appears at the top of the page. You'll use that tool to find out what variables exist for this kind of template, and what those variables are called.
-To use the template variable tool:
-# Under '''Category''' select the kind of field you want to access.
-#* '''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
-#* '''Custom Fields -''' Special fields that you can add to and modify, as needed.
-#*: (Some, like "Support Team Name", were defined for you when you installed {{HD}}.)
-#* '''Case Notes fields-''' Select the last note added, the list of previous notes in the Case history, or one of the fields associated with Case Notes.
-# 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, <tt>To:</tt>, <tt>Subject:</tt>, or <tt>Body:</tt>.)
-{{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.}}
 ====Basic Information====

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