Reply Template

Reply Template

Configure reply templates for the repetitive responses to requests, thus saving time and easing their work. Reply templates can be configured for all and are not customer specific.

Role Required: SDAdmin

Configure Reply Templates 

To configure the reply template,
  1. Go to Setup> Templates & Forms > Reply Template.
  2. Click New Reply Template.
  3. Specify a unique Template Name for the template.
  4. Enter the Subject of the template. You can include fields to be part of the content by typing $ to get a list of variables to auto complete the subject.
  5. Enter the Message of the template. You can also include $ variables to this field.
  6. All the three fields (Name, Subject and Message) are mandatory.
  7. Enable the checkbox to mark this template as inactive. The inactive template is marked in grey and does not get listed in the reply template drop-down while replying to requests.
  8. Click Save.

List View Actions                 

You can manage the reply templates from the list view page and perform the following actions:
  1. Edit/Delete - Use the icon to edit and delete a template.
  2. Mark Template as Default - Set the frequently used template as default template by clicking icon next to the template name.
  3. Customize List View - Limit the number of templates and define the sort order of the templates displayed in the list view using icon .

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