Mar 22 2021 09:33 AM
Hi I am trying to change the way my team works with emails. Currently there are a number of shared inboxes and there is loads of duplication, lack of consistency etc. As part of a wider project I want to build a number of templates that customers will have to complete (depending on the subject) before we will process the request to make sure we have the right information first time. I am fine with building the basic template but want to know two things:
a) How I can insert pictures/ formatting into the template so I can brand it properly
b) How I can make sure that key words go into the subject line before it is returned to us e.g. Work Order Request- (Customer Name)
The last part is important as there will be a number of auto replies/ rules set up to triage the template out from the shared inbox into the right persons personal inbox.
It's also be helpful to know how I share this suite of templates with our customers so they save into their templates. Does all of that make sense?
Thanks
Mar 22 2021 09:42 AM
Mar 22 2021 09:46 AM
Mar 22 2021 11:06 AM