How to create email templates in custom apps?

Updated on October 24, 2020 05:20AM by Admin

The Email Templates of Apptivo applications are also available in the custom applications developed using the App Builder. The templates created can be used while sending emails or adding notes.

Steps to create email templates

  • Log into your Apptivo account and go to the App Builder. Here, the list of apps created will be listed.
  • Select the More Details icon to redirect to the application page.
App Builder

  • On the application page, select the Go to App button.
App Page

  • You will be navigated to the home page of the application. Select Settings from the App Header.
Tickets App

  • Go to Email → Email Templates from the left navigation panel of the Settings page.

  • On selecting create, the Create Email Template page appears. Fill in the required details:
    • Template - Name of the Email template.
    • Subject - Subject of the Email template.
    • Message - Content of Email template.
    • Insert Attributes - This feature lets you insert the default attributes.
    • Available for Compose Email - Sliding the toggle ON will make this template listed when composing emails.
    • Available for Notes - Sliding the toggle ON will make this template listed when creating notes.
    • Attachments - This option lets you add files to the template.
Create Template

  • On selecting create, a new template is created.
Template Created

  • This template can be used while composing emails.
Email Tab

  • You can also use this template while adding notes. This applies only when the toggle is enabled.
Create Note