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Email templates are incredibly useful to agents who deal with a large volume of tickets every day. They enable agents to deliver help quickly, while setting the right tone and maintaining personalized communication. 

If your support team uses email templates extensively in Zoho Desk, you will have found that agents have to navigate a long list of templates to find the right one. We realized that this process could be much smoother for your agents with a little refinement to Zoho Desk. That's why we've introduced some brand-new features to help you deliver even better customer service! Here they are:

  • Better Navigation: Up until now, email templates have appeared as a dropdown menu from the Reply Editor. Well, not anymore! Now, when you click on Email Templates, a new tab opens up on the right side of the screen where you can view the entire list of templates more clearly. The templates are organized into folders, which makes navigating to the right one, a lot easier. Moreover, you can preview a template as well! 

  • Quicker Access: Agents can now select frequently used email templates and add them to their Starred Templates list. The selection and order of the templates is agent-specific, and each agent can define it for their account. By giving agents a way to access email templates easily, you can fast-track responses to customers and boost agent productivity. 

  • Hassle-free Replies: Every time an agent hits Reply, a Default Template will now be auto-populated in the Reply Editor. Each agent can choose a default template for their account. When selected, it automatically gets added to the end of the agent's Starred Templates list. The agent is free to make changes to the order of the Default Template within the list of Starred Templates.

Searching for a template
Adding a template to your Starred Templates list or setting it as the Default Template
Previewing a template before selecting it

We hope that these small, yet significant enhancements will help you and your team provide quicker and better customer service. If you have any questions about this post, please add them in the comments section below, or email our team at support@zohodesk.com.

Happy Ticketing!

Cheers,

Team Zoho Desk


8 users like this announcement.
6 Replies
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I don't see where I can access this same functionality (Searching for email templates). Please provide exact steps.

See attached screen swipe to see what I see.

2021-06-15_12-02-14.jpg
2021-06-15_12-02-14.jpg131 KB

Hi Jeffrey

You will find the "template" option placed 2nd from the left in the reply editor like in the image below




Do give this a try and let us know if you have any questions. 


Regards
Aarti | Zoho Desk

Hello! 
When will you add the ability to copy or add a template to multiple departments at once? 
Thank you,
Libby 

Hi Libby,

This isn't in our immediate plans. We shall however look into the feasibility of including such an option and keep you posted.


Regards
Aarti | Zoho Desk

Hi there,

Just wondering if there's a way to set a default template company-wide, for all users to use when replying to tickets.

  • 9 months ago



Regards,
Ash | Zoho Desk

Reply to VaideheeA
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