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How to Set Up Automatic Email Templates for a Specific Group or Area

You can assign customized email templates to a specific group or area instead of using the default Standard template. This allows you to control and edit what messages are sent out for that particular group or area.

Steps

  1. Go to the Group/Area

    • Navigate to the group or area where you want the custom template.

    • Open Settings (on the right-hand side).

    • Look for the settings that begin with Template.

  2. Create a New Template

    • Click on the Value – Standard link to open the default mail template.

    • Select Create new template to add a new one in addition to the Standard template.

  3. Assign the New Template

    • Return to the group or area where you want to use the template.

    • Press Edit and in the Value column, replace Standard with the name of your newly created template.


Additional Options

It is also possible to set up and edit email templates per Service type.