FAQs Zoho Desk For Administrators Customization

            Managing Email Templates

            Effective communication is important for businesses. Zoho Desk provides a couple of predefined email templates that can be used to send Email notifications to your customers and agents. For example, you can use the predefined Email Template to send an email acknowledgment to your customers on receiving their ticket.

            Here are the Predefined Email Templates that are available in Zoho Desk:

            For Requestors:
            1. Acknowledge on receiving their ticket
            2. Acknowledge Cc'd users in their ticket
            3. Acknowledge on receipt of a new response
            4. Comment has been added to their ticket
            5. Comment has been deleted from their ticket
            6. Comment is modified in their ticket
            7. Resolution is added to their ticket
            8. Acknowledge on closing their ticket
            For Agents:
            1. Receiving a new ticket
            2. Ticket is assigned to them
            3. Requestor responding to their ticket
            4. Task is assigned to them
            5. Remind them about their tasks 
            6. Task created for their ticket is completed
            7. Comment has been added to their ticket
            8. Comment has been deleted from their ticket
            9. Comment is modified in their ticket
            10. Receiving a feedback for their ticket
            11. Receiving an article for review
            12. Receiving a ticket for review
            13. Ticket is escalated
            14. A ticket is moved to their department.
            These predefined templates can be further customized according to your business requirements. 

            Note:
            • Only users with Profile permission for managing Email and Ticket Templates can access this feature.

            Creating Email Templates
            You can create and use email templates to send emails to your customers and agents.
            To create an email template:
            1. Click the Setup icon ( ) in the top bar.
            2. In the Setup Landing page, click Templates under Customize.
            3. In the Email Templates page, select a department from the drop-down.
            4. Click the Add Template icon ( ) in the upper right area and select New Template.
            5. In the New Email Template page, select the Module Type from the drop-down list.
            6. Enter the Template Name.
            7. Select the Template Folder from the Select Folder drop-down list.
            8. For the template, add the From, Subject, etc. details.
            9. In the Message section, create the email message body by incorporating the fields from various modules:
            10. Click the required fields from the Insert Placeholders drop-down list based on the category (Agent, Organization, or Specific Module). The placeholder text will be pasted into the Message section.
              You can also provide placeholder text for the Subject of the email template.



            11. Click Preview to view your email.
            12. Click Save.

            Note:
            • Custom Email Templates are available only in the Professional and Enterprise editions of Zoho Desk.
            • The placeholder text will be replaced with the actual values when you send the Email template.
            • You can create a template with 32000 characters.
            • You can embed video in your email template by using the Insert HTML options.
            • Email Templates are module-specific. You can create templates for modules like Tickets, Contacts, etc. 
            • Email Templates are department-specific.

            Modifying Email Templates
            You can modify the existing email template by changing the required fields.
            To modify an email template:
            1. Click the Setup icon ( ) in the top bar.
            2. In the Setup Landing page, click Templates under Customize.
            3. In the Email Templates page, select a department from the drop-down.
            4. Click the Edit icon ( ) corresponding to the email template.
            5. In the Edit Email Template page, modify the email template details.
            6. Click Preview to view your email.
            7. Click Save.

            Deleting Email Templates
            Occasionally, you may remove email templates that are not useful for future reference. However, please note that you cannot delete the Public Email Templates.
            To delete email templates:
            1. Click the Setup icon ( ) in the top bar.
            2. In the Setup Landing page, click Templates under Customize.
            3. In the Email Templates page, select a department from the drop-down.
            4. Click the Delete icon ( ) corresponding to the email template.
            5. Click Ok to confirm.

            Creating Email Template Folders
            A folder is a place where you can store email templates. Each of your folders can have separate security permissions. When you create a new folder, you can set it to be either public or private, but further down are the sharing settings:
            1. The folder is accessible by all agents
            2. The folder is accessible only to you
            3. The folder is accessible only by the following agents
            If you choose option 3, you can give access by:
            1. Groups
            2. Roles
            3. Roles and Subordinates
            4. Agents
            If you only need a few users to have access, the Agents route is probably your best option.

            To create email template folder:
            1. Click the Setup icon ( ) in the top bar.
            2. In the Setup Landing page, click Templates under Customize.
            3. In the Email Templates page, select a department from the drop-down.
            4. Click the Add Template icon ( ) in the upper right area and select New Template Folder.
            5. In the Folder Details do the following:
            6. Enter the Folder Name.
            7. Specify additional information about the folder in the Description text box.
            8. Under View Permissions, select an appropriate permission setting.
            9. Click Save.

                
            You can click the Edit ( ) or Delete ( ) icons alongside the Folder Name to modify or delete a folder.
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