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ActionTracker Email Templates
Posted by Jay Farr, Last modified by Jay Farr on 22 January 2015 03:05 PM

ActionTracker Email Templates

 

The ActionTracker email feature is “template” driven allowing you to easily setup templates for frequently used responses.  These templates can be managed from your “My Account” section “AT Email Templates” or from the ActionTracker in the “Send Email” tab.

My Default Template:  This will cause the template to load every time you land on the “Send Email” tab.  You can only have 1 default template.  To change the default, click on the new template and select the check the box for “My Default Template” and save.

Shared:  Templates can be shared between users within the same account allowing for quick setup and standardization.

Default Email Warning for Auto Close:  This will flag the template to be used when the Auto Close feature is activated, allowing users to send their own branded emails for action items they have set to auto close.  Email Warnings let your respondents know that their action item is about to be closed unless they reply within the rules defined for Auto Close.

Default email After Auto Close:  This flags the template to be used when the Auto Close feature is activated and the action item has been automatically closed.  Each user can have their own branded “Auto Close” emails.  This email informs your respondents that their action item has been closed.  You can also include a survey link in this email to gather comments on how well their action item was handled by the ActionTracker user. 

Template Name:  Give your templates a unique name that easily identifies what the template should be used for.

Merge Fields:  Insert any of these codes into the “Subject” line or email body.  To utilize the “Reply to Customer Name” feature which can automatically insert the customer name using the #Customer_Name# merge field click here.

Defaulty Send To: Allows you to store up to 5 email (Id's separated by ; or ,) default email ID's.   

Subject: You can utilize any of the “Merge Fields” in the subject line.

Email Body:  Using the Text Editor you can add any formatting including logos.

New+:  Add new email template - see next image.

  

Add New Template:  To create a new email template click on the New+ button and give the template a unique name, subject line and email body content.

My Default Template:  This will cause the template to load every time you land on the “Send Email” tab.  You can only have 1 default template.  To change the default, click on the new template and select the check the box for “My Default Template” and save.

Email Body:  Using the Text Editor allows you to utilize all of the features of a text editor including images for logos.

Merge fields:  Insert any of these codes into the “Subject” line or email body.  To utilize the “Reply to Customer Name” feature which can automatically insert the customer name using the #Customer_Name# merge field click here.

  

  


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