Adding an Email Conversation Template

The procedure below describes how to add an email conversation template.

To add an Email Template:
1. Open the Conversation Template Center page (Configuration > Routing > Conversation Template Center); the following appears:

2. Click Add New; a drop-down menu appears:

3. From the drop-down menu, choose New Email Template; the following appears:

4. In the ‘Email Template Group Name’ field, type a name for the template group.
5. In the 'Description' field, type a description for the template group.
6. In the ‘Template Name’ field, type a name for the template.
7. Click the 'Data' field to add the template's content.
8. To add additional templates to the group, click .
9. Click Save Changes.