Creating Custom Email Templates

So, you handle customer support queries spanning a bunch of categories. Email responses sent out to customers should be relevant and category specific. You don’t want customers emailing the Accounts team to get the same style and tone of response as those who are requesting for tech support.

In your HappyFox instance, you have the convenience of creating multiple email templates for each category. Selecting a template is just a click away – pick the right one from the dropdown menu!

Creating a New Email Template
Creating a New Email Template

Creating an email template is equally simple too. For that, go to the Notification section of the app and select the category for which you want to create a template.

Editing Template Details
Editing Template Details

Click and the New Template link and a form would show up instantly. Fill in the relevant information like the email subjectline and the message content and you’re done. The next time a support team member types the reply in a ticket, the email message sent to the customer will automatically be appended with the details you have saved in the template.

While creating a template, try using tags to make the emails as informative and customized as possible. For better understanding of tags and their functionality read our earlier article here.