{"id":2944,"date":"2022-11-03T09:41:43","date_gmt":"2022-11-03T08:41:43","guid":{"rendered":"https:\/\/help.ino.cx\/?post_type=ht_kb&p=2944"},"modified":"2025-05-16T17:34:34","modified_gmt":"2025-05-16T15:34:34","slug":"email-templates","status":"publish","type":"ht_kb","link":"https:\/\/help.ino.cx\/index.php\/help-center\/email-templates\/","title":{"rendered":"Email templates – Set them up"},"content":{"rendered":"\n
\"L\u2019attribut<\/figure>\n\n\n\n

[Reading time: 2 minutes<\/em>]<\/p>\n\n\n\n

Overview<\/strong><\/h2>\n\n\n

Email templates in INO cx allow you to create predefined messages, customizable with variables, to help agents save time, ensure consistent communication, and support both manual and automated email sending.<\/p>\n\n\n

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I – Prerequisites <\/h2>\n\n\n\n

To be able to modify, create or delete an email template, the user must have the rights in the Role<\/strong>.<\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n

In the profile<\/strong>, settings tab, Flow section, the user must have the rights in the email column.<\/p>\n\n\n\n

You will need to decide which rights<\/strong> you want for the agents who use this template. Email templates are created in the Maker and must be added to the queue<\/strong>, configuration tab. In the queue, you can choose the rights associated when using this template: modification <\/strong>or read only<\/strong>. If you choose read only, the agent can only fill in variables, add more attachments and add more recipients (to, cc, bcc).<\/p>\n\n\n\n

II – Manage email templates<\/h2>\n\n\n\n

To create an email template, go to the Maker, Toolbox module, email templates sub-module. <\/p>\n\n\n\n

1. Email templates list<\/h3>\n\n\n\n
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  1. <\/li>\n<\/ol>\n\n\n\n

    The list of email templates appears, if any have already been created. <\/p>\n\n\n\n