{"id":5000,"date":"2025-05-16T17:31:44","date_gmt":"2025-05-16T15:31:44","guid":{"rendered":"https:\/\/help.ino.cx\/?post_type=ht_kb&#038;p=5000"},"modified":"2025-05-16T17:31:44","modified_gmt":"2025-05-16T15:31:44","slug":"email-templates-use-them","status":"publish","type":"ht_kb","link":"https:\/\/help.ino.cx\/index.php\/help-center\/email-templates-use-them\/","title":{"rendered":"Email templates &#8211; Use them"},"content":{"rendered":"\n<figure class=\"wp-block-image alignright is-resized\" id=\"block-00734b74-df87-41fe-be0e-a01f6567f654\"><img decoding=\"async\" src=\"https:\/\/help.ino.cx\/wp-content\/uploads\/2024\/09\/Smart-licence-needed-2.png\" alt=\"L\u2019attribut alt de cette image est vide, son nom de fichier est Smart-licence-needed-2.png.\" style=\"width:250px\"\/><\/figure>\n\n\n\n<p id=\"block-45fa2c4e-9849-4988-985b-4d215bd1e3c6\">[<em>Reading time: 1 minute<\/em>]<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"block-d08ebfa3-3c91-4687-b882-4252d53963d5\"><strong>Overview<\/strong><\/h2>\n\n\n<p>If you need help to create your email template, please consult this article : &#8220;<a href=\"https:\/\/help.ino.cx\/index.php\/help-center\/email-templates\/\" target=\"_blank\" rel=\"noopener\">Email templates &#8211; Set them up<\/a>&#8220;<\/p>\n\n\n<figure class=\"wp-block-image aligncenter size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"1790\" height=\"1592\" src=\"https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/05\/undraw_email-campaign_2z6t.png\" alt=\"\" class=\"wp-image-4992\" style=\"width:250px\"\/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\">I &#8211; In smart routing<\/h2>\n\n\n\n<p>You can use the &#8220;Send an email&#8221; action in a voice, email or message smart routing by selecting the desired template.<\/p>\n\n\n\n<p>You can choose whether it&#8217;s an outgoing interaction or a basic send, the queue to be used, add recipients and a subject (if no subject is entered, the one in the email template will be used). You can also choose whether or not to record the passage in this action.<\/p>\n\n\n\n<figure class=\"wp-block-image aligncenter size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"1002\" height=\"1466\" src=\"https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/05\/Capture-de\u0301cran-2025-05-13-a\u0300-11.50.51.png\" alt=\"\" class=\"wp-image-5001\" style=\"width:509px\"\/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\">II &#8211; In welcome message<\/h2>\n\n\n\n<p>In incoming queues, you can set up a welcome message, and choose the<a href=\"https:\/\/help.ino.cx\/index.php\/help-center\/mailboxes-how-to-use-them\/\" data-type=\"link\" data-id=\"https:\/\/help.ino.cx\/index.php\/help-center\/mailboxes-how-to-use-them\/\" target=\"_blank\" rel=\"noreferrer noopener\"> entry point<\/a> used. <\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"2368\" height=\"862\" src=\"https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/05\/Capture-de\u0301cran-2025-05-13-a\u0300-12.00.28.png\" alt=\"\" class=\"wp-image-5002\"\/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\">III &#8211; In payment module<\/h2>\n\n\n\n<p>Once your <a href=\"https:\/\/help.ino.cx\/index.php\/help-center\/payment-modules\/\" data-type=\"link\" data-id=\"https:\/\/help.ino.cx\/index.php\/help-center\/payment-modules\/\" target=\"_blank\" rel=\"noreferrer noopener\">payment module<\/a> is set up, you can choose an email template to send a confirmation message to your client. <\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"2260\" height=\"634\" src=\"https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/05\/Capture-de\u0301cran-2025-05-13-a\u0300-15.26.43.png\" alt=\"\" class=\"wp-image-5005\"\/><\/figure>\n\n\n<p>You can also also activate the email channel to request payment, and choose a template.\u00a0<\/p>\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"2428\" height=\"472\" src=\"https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/05\/Capture-de\u0301cran-2025-05-13-a\u0300-15.29.03.png\" alt=\"\" class=\"wp-image-5006\"\/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\">IV &#8211; In outgoing email <\/h2>\n\n\n\n<p>The most obvious use of the email template is, of course, outgoing email. <\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1482\" height=\"592\" src=\"https:\/\/help.ino.cx\/wp-content\/uploads\/2025\/05\/Capture-de\u0301cran-2025-05-13-a\u0300-15.37.42.png\" alt=\"\" class=\"wp-image-5007\"\/><\/figure>\n\n\n\n<p>Note: if the template you choose is in &#8220;read only&#8221;, the agent can only fill in variables, add more attachments and add more recipients (to, cc, bcc).<\/p>\n","protected":false},"excerpt":{"rendered":"<p>[Reading time: 1 minute] Overview If you need help to create your email template, please consult this article : &#8220;Email templates &#8211; Set them up&#8220; I &#8211; In smart routing You can use the &#8220;Send an email&#8221; action in a voice, email or message smart routing by selecting the desired&#8230;<\/p>\n","protected":false},"author":5,"comment_status":"closed","ping_status":"closed","template":"","format":"standard","meta":{"footnotes":""},"ht-kb-category":[],"ht-kb-tag":[],"class_list":["post-5000","ht_kb","type-ht_kb","status-publish","format-standard","hentry"],"_links":{"self":[{"href":"https:\/\/help.ino.cx\/index.php\/wp-json\/wp\/v2\/ht-kb\/5000","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/help.ino.cx\/index.php\/wp-json\/wp\/v2\/ht-kb"}],"about":[{"href":"https:\/\/help.ino.cx\/index.php\/wp-json\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/help.ino.cx\/index.php\/wp-json\/wp\/v2\/users\/5"}],"replies":[{"embeddable":true,"href":"https:\/\/help.ino.cx\/index.php\/wp-json\/wp\/v2\/comments?post=5000"}],"version-history":[{"count":4,"href":"https:\/\/help.ino.cx\/index.php\/wp-json\/wp\/v2\/ht-kb\/5000\/revisions"}],"predecessor-version":[{"id":5010,"href":"https:\/\/help.ino.cx\/index.php\/wp-json\/wp\/v2\/ht-kb\/5000\/revisions\/5010"}],"wp:attachment":[{"href":"https:\/\/help.ino.cx\/index.php\/wp-json\/wp\/v2\/media?parent=5000"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/help.ino.cx\/index.php\/wp-json\/wp\/v2\/ht-kb-category?post=5000"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/help.ino.cx\/index.php\/wp-json\/wp\/v2\/ht-kb-tag?post=5000"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}