Canned Response Settings In EasyDesk

Follow these steps to access template settings:  

1. Go to Settings from the sidebar.  

2. Click Templates under the settings menu.  

3. View all existing templates in a grid layout.  

4. Use the search bar to find specific templates quickly.  

Each template card shows:  

• Template preview  

• Template title  

• Quick actions menu  

Create New Template  

Create a new email template using these steps:  

Step 1: Start Template Creation  

Click Create template at the top of the Templates page.  

Step 2: Enter Basic Details  

Fill in the required fields:  

• Template Name — Internal name for identification  

• Category — Select template type:  

• Ticket  

• User  

• Conversation  

• Subject Line — Email subject shown to recipients  

Step 3: Write Email Content  

Use the rich text editor to:  

• Add formatted text  

• Insert links and images  

• Structure the email layout  

Choose Template Language  

The language section allows for multilingual communication.  

• English  

• Norwegian  

Switch language to maintain separate versions of the same template.  

Save And Preview Template  

Click Save & Preview to:  

• Store the template  

• View the final email design  

• Verify formatting before activation  

Edit Existing Template  

Modify any template using these steps:  

Step 1: Open Template Preview  

Click a template card to view details.  

Step 2: Start Editing  

Click Edit Template in the top-right corner.  

Step 3: Update Template Content  

You can edit:  

• Template name  

• Category  

• Subject line  

• Email content  

Use Script Variables  

Script variables allow dynamic personalization.  

Examples include:  

• Username

• Organization name  

• Email address  

• Group details  

• Event information  

Insert variables directly into the email body to automatically populate recipient data.  

Save Template Changes  

Click Save & Preview to apply for updates.  

Changes take effect immediately for future automated emails.  

Best Practices for Template Management  

Follow these guidelines for effective template usage:  

• Use clear subject lines  

• Keep formatting simple  

• Include personalization variables  

• Maintain brand tone consistency  

• Review templates periodically  

Template settings help automate communication while maintaining consistency and professionalism. Proper configuration ensures faster responses, improved customer experience, and reduced manual effort across support operations.