Use a notification template

Notification Templates let you standardize the emails Accordia sends on your organization’s behalf. Creating and editing them is an Organization Admin task; using one when composing a message is available to anyone sending a Communication.

Create a template (Organization Admin)

1. Go to Configuration → Notification Templates.
2. Create a new template and give it a name, description, and default subject.
3. Write the content in the HTML editor. Insert merge fields (participant name, VAT number, email, phone, address details, or a custom field) so the message personalizes itself automatically.
4. Save.

Use a template when composing a message

1. When sending a Communication (via a case action or a Quick Action), look for Select a template (optional).
2. Choose a template — its subject and content fill in automatically.
3. Select Show Parameters to see the available merge fields, and click one to insert it at the cursor if you need to adjust the message.
4. Send as usual.