Learn how to modify the default email templates in DeskDay to match your communication style, including adding dynamic variables to subject lines and body content.
Steps:
Go to the Control Center:
From your DeskDay dashboard, open the Control Center.Open the Templates Section:
Under Account Preferences, locate the Templates card and click to open it.
Select the Email Tab:
In the Templates section, switch to the Email tab to view available templates.
Choose a Template to Customize:
Pick the email notification you want to edit from the list of predefined templates.Edit Subject and Body with Variables:
Click the “+” icon to insert dynamic variables into the subject or body fields. Write your message around them.
Save Your Custom Template:
Once you’re done editing, your customized template will be saved and ready for use.
Tips:
Use variables like
{customer name}or{username}for personalized content.Test the email output before going live to ensure formatting is preserved.
To thread emails, use a fixed summary without variables across templates.