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How to Customize a Mail Template Notification

Written by Basil Mathai
Updated over 10 months ago

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:

  1. Go to the Control Center:
    From your DeskDay dashboard, open the Control Center.

  2. Open the Templates Section:
    Under Account Preferences, locate the Templates card and click to open it.
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  3. Open the Email Tab:
    In the Templates section, switch to the Email tab to view available templates.
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  4. Choose a Template to Customize:
    Choose the email template you want to customize.

    Click on the template to open the editor.
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  5. Edit Subject and Body with Variables:
    Use the “+” icon to insert dynamic variables into the Subject or Body fields.

    Write your message around these variables to personalize the email.
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  6. STEP 6: Override Global Header and Footer

    • If you wish to exclude the global header and footer for a specific email template, enable the Override Global Settings option.
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  7. 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.

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