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Guide: Create a Ticket Template

Follow the steps below to create a Ticket Template

Updated yesterday

Create a new Ticket Template

  1. Go to the Tools page on the left hand side

  2. Click Templates, then the Ticket tab, and finally New Ticket Template


Add Details

  1. Name - for internal use

  2. Ticket Tempalte Description - for internal use


Template

  1. Select Template Type

    1. Enter your HTML template into the Template box on the left hand side

    2. View our Full List Of Merge Tags to pull information directly from Line-Up

    3. Check how it appears to the customer in the Preview box on the right hand side

  2. Submit Template


Edit Template

  1. If you need to make changes, click Manage on the Template list

  2. Click Edit to make changes and then Submit to save


Archive a Template

  1. Click on the Manage button

  2. Click on the Archive button on the top right

  3. If the Template is not attached to any live Delivery Method, you will be able to Archive the Template


Accessing Archived Templates

  1. You can still access Archived Templates via the Filter button

  2. This will change the table to only show Archived Templates - noted by the Archived label next to the Filter button


Unable to Archive - Dependencies

  1. If the Ticket Template is attached to Print Rules of an Event(s) or Product(s), you'll see a list of them (Dependencies) in the pop-up

  2. In order to Archive, you'll need to remove it from those Print Rules. Each Dependency has a hyperlink that will take you directly to its page.

  3. Once removed, you can click Refresh List to be able to Archive the Template.

NOTE - Removing the Ticket Template from a Delivery Method's Print Rule means that it will not attach for any future sends. You should only remove this Ticket Template at the point you no longer want it to be attached to Emails sent from that particular Delivery Method.


Restoring

  1. To Restore an Archived Template, once on that item's page, you can click on Restore in the top right

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