Broadcast Email Template for Zoho Desk
Email templates are preconfigured email messages that can be sent as email notifications to your customers and agents. You can easily create and send email templates from your help desk account, but what if you want to add a template for multiple departments at once or set a template as the default for all agents? That's where this extension comes in. The extension conveniently creates a template in more than one department and defaults to it. You can also customize which profiles can access the template in their corresponding departments!
Key Features
- Create email templates in multiple departments at once.
- Choose to insert the agent's signature and the default happiness rating link into the template.
- Set the template as the default in the chosen departments.
- Select which profiles can access the template in their corresponding departments.
Installing the Extension
The Broadcast Email Template extension can be installed from the Zoho Marketplace or your Zoho Desk account. To install from Zoho Desk:
- Log into your Zoho Desk account with Administrator privileges
- Click the Setup icon (
) > Integrations > Marketplace.
- Search for 'Broadcast' in the search bar on the right.
- Select the Broadcast Email Template extension, and click Install.
- On the Confirm Installation page, agree to the terms and conditions and click Install.
- On the Broadcast Email Template Installation Setup page, do the following:
- Select the Departments and Profiles whose agents can access the extension.
Additionally, you can choose Agents from the drop-down and specify agents from the chosen departments. - Agree to Terms of Use.
- Click Install.
The extension will be installed for the specified profiles and departments. - Click Authorize in the pop-up window to activate the extension.
- Click Create to create the OAuth Client ID for the integration.
- Click Accept to allow Zoho Workflow to access your Zoho Desk account data.
Creating Email Template
You can create an email template in more than one department and default to it so that you can quickly reply to customer tickets. Additionally, you can insert the agent's signature and the default happiness rating link into the template.
To create a template:
- Go to Setup > Integrations > Marketplace.
- On the Marketplace page, click Installed Extensions.
- Choose Broadcast Email Template from the list of extensions.
- On the Extension Details page, click the Preference tab and do the following:
- The departments you'd preselected while installing the extension will be listed.
You can add or remove departments under the General Settings tab. - Enter the Template Name.
- Enter the content of the email template.
Note: You can include placeholders by creating the template under Settings > Customization > Email Templates and copy-pasting its contents here. - Toggle the Set template as default option to ON.
The next time your agents reply to a ticket, it will open with the template content pasted into the reply editor. - Toggle the Insert agent signature option to ON.
The template will auto-insert the agent's signature of the corresponding department. - Toggle the Insert default link for ratings option to ON.
The template will auto-insert the happiness rating link customized for the corresponding department. - Click Preview to view how your email template will look.
- Click Save to create the template in the chosen departments.
Applying Template to a Ticket
You can apply the email template you just created while replying to tickets.
To apply the template:
- Open a ticket to view its details.
- Click Reply or Reply All to open the editor.
Note: The default template will open the editor with the content pasted into it. - Click the Template icon (
) on the Toolbar. - Select the template from the Email Templates panel.
The content from the template will be pasted into the reply editor.
Uninstalling the Extension
You can uninstall the Broadcast Email Template extension at any time.
- Go to Setup > Integrations > Marketplace.
- On the Marketplace page, click Installed Extensions.
- Choose Broadcast Email Template from the list of extensions.
- Click the More icon (
) in the upper-right corner of the Broadcast Email Template page.
- Select Uninstall Extension.
- Click Confirm.
Access your files securely from anywhere
Zoho CRM Training Programs
Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.
Zoho DataPrep Personalized Demo
If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.
- Zoho Workerly Home
- Forums
- Connect With Us:
- Zoho Recruit Home
- Forums
- Connect With Us:
New to Zoho Writer?
Create. Review. Publish.
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.
New to Zoho Survey?
Zoho Sheet Resources
Zoho Forms Resources
New to Zoho Sign?
Zoho Sign Resources
Sign, Paperless!
New to Zoho TeamInbox?
Zoho TeamInbox Resources
New to Zoho ZeptoMail?
Design. Discuss. Deliver.
New to Zoho Workerly?
New to Zoho Recruit?
New to Zoho CRM?
New to Zoho Projects?
New to Zoho Sprints?
New to Zoho Assist?
New to Bigin?
Related Articles
Highrise for Zoho Desk
View customer details and deals from Highrise in Zoho Desk. Manage contacts, deals, and activities between Highrise and Zoho Desk. Add new customers and deals to Highrise from Zoho Desk. This integration makes it easy to understand customer's details ...FAQs: Email
Can I clone email templates across departments? Creating email templates for multiple departments in Zoho Desk allows you to streamline your communication with customers and agents by providing preconfigured messages tailored to specific needs. ...Using Ticket and Email Templates in Zoho Desk
Email Templates Email templates reduce the time taken to draft a response and eliminates inadvertent errors that may occur while drafting an email in hurry. It will also come handy when you have a solution that can be suggested for multiple tickets. ...Zendesk Sell for Zoho Desk
The Zendesk Sell for Zoho Desk extension makes it easy for you to know your customers' details so that you can better prioritize and manage tickets in Zoho Desk. It lets you manage contacts, deals, and tasks between these applications. You can view ...FAQs: Zia powered by ChatGPT and ChatGPT for Zoho Desk extension
How is Zia's integration with ChatGPT useful for my business? The power of generative AI (ChatGPT) coupled with Zia's capabilities can bring a spectrum of benefits to the customer support processes in businesses Contextual responses to tickets: Zia ...
New to Zoho LandingPage?
Zoho LandingPage Resources