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Customize Email Templates

Atera allows you to create email templates specific to your business. Example templates that are commonly used by customers include:

  • new ticket created (this is a predefined template)
  • ticket closed
  • ticket status changed

You can also customize and add Snippets to these email templates. For instance the 'Ticket' Number' Snippet calls the dynamic field to include the Ticket Number at that spot in the email. 

 

1. Navigate to  Admin > Email Templates
The Email Templates page displays
2. To add a new Email Template enter the Template Name & Description e.g. New Customer Ticket
3. Click Add
The newly created template displays and is now available in the drop down list.
4. Enter the Email Subject and Email Body into the template
Note: You can click on a Snippet to automatically add that dynamic field information to the email body. You can add Snippets to the body of the email and then copy and paste them into the Subject Header.
 
 
5. When done click Save Changes
A 'Changes successfully applied' message box displays confirming your setup has been saved.
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