Supportworks - Create an E-mail Template | Office of Information Technology

Supportworks - Create an E-mail Template

Last Updated: 08/19/2015
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You can create your own e-mail templates. This will personalize the e-mails you send to customers.

This tutorial applies to the following operating system(s):

Step 1

To create or edit your own email templates, click on the Mail drop down menu and select Manage Email Templates.

Step 2

In the window that opens you will see two lists of templates. The top section hosts the default email templates, created by the Supportworks Administrators. The bottom section is where you can add or edit your email templates.

Step 3

To create a new email template, right-click on a Supportworks action and select Add New.

Step 4

In the dialog box that opens, type in a name for this template. Avoid using any special characters such as ‘,”, #, $, and !. Click OK.

Step 5

You can now create a template. Utilize the drop-down menu that lists customer and call properties. This will allow each email to be personalized for the customer and the call.

Step 6

You can insert any of these properties at any point in your email template. The image below is an example of how a personalized template looks.

Step 7

After you have completed your email template click on Save Changes.

Step 8

From now on, when you select Email Customer, you will see multiple choices for email templates, yours and the default. Select the template you wish to use, and click OK.

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