Define a quick message
Create predefined content to add in the email client so that users can write emails consistently and efficiently.
Before you begin
Role required: email_client_quick_message_author or admin
Procedure
Navigate to Email Client > Quick Messages.
Select New.
On the form, fill in the fields.
| Field | Description |
|---|---|
| Title | Name that appears in the Quick Message selector. |
| Active | Option for activating the quick message. When selected, the quick message is available for selection in the Quick Message selector. |
| Application | Type of scoped application. |
| User | User who has access to this quick message. Selecting a user restricts access to that user only. Leave the field blank to have no user-based restrictions. |
| Group | Group whose members have access to this quick message. Selecting a group restricts access to members of that group only. Leave the field blank to have no group-based restrictions. |
| Table | Table to which the quick message applies. To make the quick message available for all tables, leave blank. |
| Conditions | Target record that must match the conditions before the quick message appears for selection in the email client. |
| Body | Content to insert in the Message Text field in the email client. By default, the field supports HTML format. To reference field values, select variables from the variables list or manually type variable references using the syntax Note: To view and select the variables, you must select a Table. You can use these values to include a predefined signature in email responses from agents to customers. Note: Line breaks don't appear for multi-line fields such as ${description} and ${comments} in the email client template. |
- Select Submit.
Parent Topic:Composing emails with quick messages