How to create an Email Template
Last Updated: 2022/05/04
Email templates are integral when it comes to sending emails out from SwiftCase, this guide will cover the basics of creating your first email template.
Creating an Email Template
- Go to the sidebar->Admin->Email->Email Templates.
- This will take you to the Email Template page.
- Click on the '+ Create Template' button.
- This will take you to the Create Email Template page.
- Add a 'Template Name' and the 'Subject' of the email template.
- If the Email Template should only be able to send from a workflow, check the 'Is this a workflow only Template?' checkbox.
- Then select the workflow that the email template should be visible from in the 'Only Visible in the following workflow:' drop-down box.
- If the email template should only be visible and able to send from a specific workflow, select that workflow from the 'Only Visible in the following workflow:' drop-down box.
- Add the text you want to appear on the email in the blank box.
- In the 'Insert Task Information Tag' drop-down box, there are User, Question, Task, and File Tags to copy and paste into your email template.
- Tags are used to generate and display information from the Task - allowing each email to be customisable to the recipient/subject.
Example Email Template
This email template will:
- Address the Client Staff
- Tell them the Expert that has been assigned to solve their ticket
- Give them the URL of the ticket
- Give them the Ticket Reference Number
- Give them the Experts Email
