StableN/ASyncedN/A

Email Templates

Updated Apr 21, 20261,185 viewsView on usehalo.com
  • email
  • administrator
  • template
  • auto fill

Configuration > Email > Email Templates

Related Guides:

Table View

FieldTypeDescription
Top Left DropdownSingle SelectThis dictates the Message Group to which the viewed Templates belong.
IDHeaderThis is the ID of the template, which can be used via SQL or the API to identify the template.
DescriptionHeaderThis is the name of the Email Template, this will be how it appears in Lists throughout the system.
SubjectHeaderThis is the Subject of the Email Tempalte, this can be used to further highlight it's use at first glance from the table view.
UseHeaderA more detailed description of how / where the Template is supposed to be used.

Template Configuration (Details)

FieldTypeDescription
Edit / SaveButtonAllows the configuration and saving of changes to the setup of this template.
Template DescriptionFree Text (Only available on creation)This is the name of the Email Template, this will be how it appears in Lists throughout the system.
Email SubjectFree TextThis will be the Subject that is auto-populated on the resulting Email. Dollar Variables are often used here to make the Subject more ticket / client specific. 
Email BodyRich TextThis will be the Body that is auto-populated on the resulting Email. Dollar Variables are more than appropriate here, since this will allow scenario-specific information to be pre-set into the body. Please bear in mind the use-case of this Template when choosing Dollar Variables, as if they are irrelevant, they will just produce a blank value.
SMS BodyTextSets the text that will be sent in an SMS message if a Notification uses this email template with Twilio for SMS.
Call TextTextSets the text that will be read out in an phone call if a Notification uses this email template with Twilio for SMS.

Other Uses

FieldTypeDescription
Used in Approval Processes
Text (Read Only)Shows what is set in the "Accepted Email Template", "Rejected Email Template", "Email template" and "Approver Reminder Template" fields on an approval process.

Used in Approval Process Rules

Text (Read Only)
Shows what is set in the "Email Template" field on an approval process rule.

Used in Email Rules

Text (Read Only)
Shows what is set in the "Template" field when using the "Apply Template" rule type

Used in Mailboxes

Text (Read Only)
Shows what is set in the "Respond with email template" field on a mailbox if tickets are set not to create.

Used in Notifications

Text (Read Only)
Shows what is set in the "Template for Email/SMS" field on a notification.

Used in Actions

Text (Read Only)
Shows what is set in the "Email Template" field on an action.

Used in Products

Text (Read Only)
Shows what is set in the "Release Emails" tab on a software release.

Used in Statuses

Text (Read Only)
Shows what is set in the "Email Template" and "Email Template for User emails" fields on an action.

Used in Suppliers

Text (Read Only)
Shows what is set in the "Email Template" field on a supplier.

Used in Ticket Types

Text (Read Only)
Shows what is set in the "Acknowledgement Email Template" and "Email template to reply with" fields on a ticket type.

Referenced by