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Guide: Create a Ticket Template

Follow the steps below to create a Ticket Template

Updated yesterday

1. Create a New Ticket Template

a) Go to the Tools page on the left hand side

b) Click Ticket Templates and then New Ticket Template

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2. Add Details

a) Name - for internal use

b) Ticket Template Description - for internal use

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3. Enter Template text

a) Enter the text/HTML for ticket in the Template box on the left hand side

b) Want to insert HTML Merge Tags? See the Complete List of Merge Tags

c) Check how it appears to the customer in the Preview box on the right

4. Submit Template

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5. Delete or Edit Template

a) If you need to make changes, click Manage on the Template list

b) Click Delete if you want to remove from Template list

c) Click Edit to make changes and then Submit to save

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