Email Templates: Use Cases & Activation

[SusanPf]

Hello~ Can anyone provide use cases for using the custom email templates. And, how you activate them. Thanks! Susan

[AdinaPi1]

We use notifications to send an email to the client when their issue/request closes. In this email we have a custom URL to a survey that they fill out with a few client satisfaction questions. We also pull in some data from the request such as their name, link to request. As part of our intake process, we have to check the box in the settings section of the issue. Let me know if you would like to see any screenshots. Adina

[MaggieTalierco]

Hi Adina! I am interested in the screenshot if you don't mind sharing. Thank you so much! Maggie

[SusanPf]

That would be nice.

[AdinaPi1]

Hi Maggie, Here is the notification email I send to users when the issue and resolving project is closed (closing the project in our case closes the original issue as well) [cid:image001.png@01D2C7F5.E96AC810] Code for Email Template: $$enteredBy:name$$: Thank you for working with us at " the">https://cisco.jiveon.com/groups/mcrc">the Hatch . Your request " $$name$$ ">https://ciscocomm.attask-ondemand.com/issue/view?ID=$$ID$$">$$name$$ is now closed. Please take a moment to complete " this">https://www.cisco.vovici.com/se.ashx?s=2C85931E429449B7&atoid=$$resolveProject:ID$$&atcid=$$resolveProject:categoryID$$">this survey . Your opinions and comments are important and help us improve our processes and the quality of our services. . Thanks, The Hatch Team

[MaggieTalierco]

Thank you, Adina! This is really helpful. I will give this a try. our process is similar as closing the project will close the original issue as well. Thanks again