Category / Section
How to Manage and Personalize Email Notifications
Published:
You can manage and customize all the email notifications that are sent from your BoldDesk portal.
Enable/disable email notification
- Go to the Admin page and open the Email Notification option. By default, all the email notifications will be enabled.
- Select the radio button to enable or disable the Email Notifications.
Configuring the email notification
- Click the Email Notification event that needs to be configured.
The list of all the brands will be mapped with their respective default templates.
- To change the Template, click the drop-down option. The list of available templates will be displayed. You can select the required template from the list.
- Enable or disable the email notification for a particular brand under the Notification category.
Adding a new template
- Click the New Template button and enter the required details.
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To dynamically customize the content, click the Insert Placeholders option to get various placeholders.
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Select the System/Custom Placeholders to load values dynamically while sending emails.
- Click the Add button to add a new template.
Editing templates
- In the Templates list, click the More Options button and select the Edit option.
- Select the Update option to update the required details.
Cloning templates
- In the Templates list, click the More Options button and select the Clone option.
- Select the Add button to clone a template as a new template.
Deleting a template
In the templates list, click the More Options button and select the Delete option.
Note: Default templates cannot be deleted.
The following HTML customization will be supported by the template:
- Inline images like logos for signature or company logo
- Tables
- Links
- Text formatting
- Changing font colors