How to create Personalized email template?

Updated 17 August 2021

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personalised email template

Every business is unique so their requirements too. Predefined email template couldn’t be fit for every business to approach their customers.

Personalized email template opens your hand to create the email template which suits your business requirements to treat your customers in an expert way.

Option to personalize and customize the email template is the necessity of every business to engage their customer smartly.

This will save the time of your support staff and will give a personalized impression to your customers which will make them happy.

Even you can automate the email template using workflow which will help you in escaping from repetitive actions which you need to perform after the certain circle of time.

The workflow will reduce your response rate time and will provide a personalized real acknowledgment to your customers which will make them feel relax.

Placeholder gives the real personalized email to your customers because it fetches the information from email and ticket. Screenshots are ahead for more accurate specifications:

placeholders       placeholders                          Other


template final

Being a SaaS-based helpdesk we offer our users to create as many email template based on their customer’s need so that customer could get the acknowledgment asap.

It saves the time of your support staff and rests the customer who is in suspense whether their query has been reached to the dedicated department or not? Will it be solved or not?

How to create a personalized email template with UVdesk?

E-mail templates are basically pre-formatted text which makes use of placeholders.

Placeholders allow you to use dynamic codes in action which are not visible to the customers as they get replaced by the exact value at the time of execution.

They are a great way to add dynamic content and personalize your automated e-mails.They are enclosed in double curly braces.

Placeholders are available for the following variables:

  • Ticket
  • Task
  • User
  • Global

Quick steps for adding a new Email Template-

1 – Login to your UVdesk Support Panel.

2 – On the Dashboard, you will see “SETTINGS” menu and under it, you will find “Email Templates“.

3 – Click on the “Email Templates” Icon and then you will be redirected to a new page.

4 – In the new page, you will see a list of existing Email Templates and “New Template” button.

5 – Hit the “New Template” button and then you will see a page for creating a new Email Template.

6 – Enter Name, Subject, and Body. You can use Placeholder in the Body as per the need.

7 – Click on “Save Changes” to save information and create an Email Template.

In the case of any doubt, please do mail us at support@uvdesk.com and we will come up with a proper solution as soon as possible.

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